01Understand the starting point.
A clear picture of today makes the next decision easier.
- Current provider, service scope, and contract notice requirements
- Headcount, work locations, pay schedules, and approval owners
- Timekeeping, accounting, and reporting requirements
- What is working — and what you want to change
02Confirm the proposed fit.
Before committing, resolve the questions that affect your operation.
- Written pricing, fees, scope, and exclusions
- Responsible providers and support contacts
- Tax-related responsibilities, reporting, and any required integrations
- Secure onboarding method and a realistic implementation schedule
03Agree on the handoff.
If you move forward, coordinate the transition with the responsible teams.
- Which historical records are required and how to transfer them securely
- Who reviews setup details and approves the first payroll
- Who is responsible for quarter-end and year-end work
- When it is appropriate to end the existing service
Keep your current provider active until the handoff is confirmed.
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