How to Switch Payroll Providers
Don’t let the stress of switching payroll providers keep you chained to broken and frustrating payroll processes. We’ve laid out all the steps—including checklists and questionnaires—to give you a clear-cut path to finally breaking free.
This detailed guide to switching payroll providers includes:
- Instructions for selecting and narrowing down a shortlist of new payroll contenders, including a checklist of due diligence tasks.
- A questionnaire to bring to discovery meetings and demos.
- Checklists of tasks and reminders for canceling with an old provider and coordinating with a new one.
- A mini-checklist of all the payroll info you’ll need when switching.
- Information on what to expect if you’re switching from an in-house solution, PEO, accounting firm, or a third party payroll software provider.