Every process for switching payroll will look slightly different depending on the complexity. Below, we’ve mapped out the typical process for changing payroll companies in 5 steps.
Do some research and look for payroll companies with a smooth implementation process and great service that makes the transition as easy as possible. Also, look for payroll companies that specialize in your industry or have a lot of experience. What really matters is that they have the tools you need to process your payroll accurately and on time.
Review sites like G2 Business Software Reviews are great for comparing companies and reading reviews for how they rank when it comes to data migration and customer service.
Step 2. Schedule a Demo
When you find one that looks like they will have everything you need, schedule a demo. Have them walk you through the process for transitioning data from your old company and what implementation will be like. Some companies offer training and will even offer to walk you through your first couple of payrolls, so keep an eye out for great service like that.
Other options you may want the demo to include:
You can expect to go over all of these options in a full Proliant demo.
Step 3. Inform Your Current Provider
Once you find a company you want to switch to, let your current payroll provider know that you plan to make a switch. Get information on what canceling your service will entail: requirements for notification of cancellation, fees, etc.
Step 4. Work with Your New Provider to Get Started
Set up a date to begin the transition from your current payroll company to the new one. It may take a few weeks for data migration and then a while longer for implementing your new system (approximately 2-12 weeks total). Your new provider will have a list of information they will need to gather from you as soon as possible and can help create a plan so that there is no interruption in service.
If you are switching to Proliant during this stage, we will also run parallel payrolls with your current provider before actual processing to ensure accuracy.
Step 5. Out with the Old, In with the New
Give notice to your old provider using the process for cancellation they require. Ensure your new provider has all of the information and data they need from your old payroll company before cutting ties. Then, if the transition goes smoothly, you can expect an easy first payroll.
Proliant gives you the tools to pay your people accurately, on time, and without risk from the IRS. With contractor payments, unlimited payroll runs, built-in payroll audits, and more, Proliant ensures every payroll goes off without a hitch. We pride ourselves on providing excellent service when changing from your current payroll company. Our payroll experts will be there for your first payrolls to ensure everything runs smoothly.
Ready to make a switch? Schedule a demo with our payroll experts today.
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