How to Switch Payroll Providers in 7 Simple Steps
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, and information on what to expect if you're switching from an in-house solution, PEO, accounting firm, or a third party payroll software provider.