Our Process
Your Path to Payroll
Peace of Mind
Led by our dedicated implementation team, your transition is simple, transparent, and supported every step of the way.
What Sets Us Apart
Over 50 years. Thousands of successful implementations. Our clients stick with us because they know we're invested in their success from day one.
Dedicated Implementation Team
A Project Lead and Implementation Specialist are assigned to your account from day one. They're your single point of contact and advocate throughout the entire process.
Clear, Transparent Timeline
We provide a detailed timeline before we start. Small business payroll? As little as 2 weeks. More complex needs? 4-6 weeks. Either way, no surprises.
Weekly Check-Ins
Every week, your Project Lead walks you through progress, answers questions, and keeps you informed. These aren't status reports, they're conversations.
Our Proven, Four-Stage Process
How We Get You Live
Documents & Kickoff
- You provide documents: service agreement, tax info, current payroll data, access to current system
- Project Lead and Implementation Specialist are assigned
- We review everything together and create your custom timeline
Build & Test
- Specialists configure your payroll, time tracking, benefits, or 401K
- Weekly check-in calls review progress and answer questions
- We run a test payroll (parallel run) with your data
- You review, approve, and verify accuracy
Launch with Support
- Your Implementation Specialist runs the first live payroll alongside you
- Second payroll run confirms you're confident and comfortable
- You meet your dedicated payroll processor, your main point of contact going forward
Ready to Make the Switch?
Let’s talk about your specific situation
and build a timeline that works for you.
It’s easier than you think.
