5 Steps to a Successful Payroll Implementation

You’ve chosen a new payroll provider and set a start date. Now comes the exciting part–the implementation process. Whether your business is small and simple or large and complex, the basic steps for implementation should remain consistent. 

However, somewhere along the lines, the implementation can take a wrong turn. In fact, we came across a recent study that indicated 42 percent of respondents rated their payroll implementation process as having failed or not successful after going live. That's why we want to make sure you're fully equipped with the knowledge you need to make the right decision when choosing a new payroll provider.

By reading through the following article, you’ll learn our 5 steps that guarantee a successful implementation of your new payroll system.

Setting Parameters

Think of it like building a house - you wouldn't put the roof on before the foundation, right? Same goes for implementing a new payroll system–we need to set some parameters first. That's why a successful implementation process starts with a chat with a specialist. They'll get to know your company, set project timelines, and make sure everyone is on the same page. 

Data Extraction & Company Build

This is where implementation specialists roll up their sleeves and get to work, starting with extracting all of your data from your previous system. An implementation specialist should be meticulous with their review process and verify everything for accuracy. Trust us, you don't want to start this journey on a bumpy ride with inaccurate data. 

Once they have all the data and it's accurate, they'll get to work building everything from company-level items to employee-level items, and even pulling wage history data. The implementation specialist should stay in touch with your IT team throughout the process to make sure everything runs smoothly and deadlines are being met.

Training

Let’s not forget about the importance of knowing how to use this shiny new toy. After all, what's the point of having a fancy payroll system if you don't know how to use it? That's why your new payroll provider should offer one-on-one training and on-demand training access to ensure you'll be a pro behind the wheel. 

Run a Test

Before rubber meets the road, the implementation team should ensure everything is firing on all cylinders. This means confirming all bank account details, accessing the system, and running a parallel payroll to make sure everything is running smoothly. After all, we don't want any bumps in the road right out of the gate.

It’s go time!

Get ready to say adios to the headaches of your old payroll system and hello to a more streamlined and effective solution! After running your first payroll, your implementation specialist should schedule a meeting to review the process and ensure it exceeds your expectations. Power on and watch your new toy light up with ease!

And that’s it! Sounds easy, right? 

Hopefully this list helps you take the next step in finding the right payroll provider for your business. But if you still have some lingering fears from a past botched implementation process, we’re here to put those fears at ease. Simply click here and we can chat about it.