Implementation

• Taxable Wage
• Reverse Wire Setup Process
• Agenda Format and Email Template
• New Client Wizard Part 1
• Adding a Signature to a Bank Account
• New Client Wizard Part 2
• Implementation New Hire Paperwork Requirements
• New Employee Bank Return
• Implementation Initial Check-In
• Company Status & Parallel Payroll Process
• Locating, Preparing, Importing, and Verifying Prior Compensation Documentation
• Reviewing Prior Compensation Totals
• New Client Setup Checklist
• Transitioning New Clients from Implementation to Payroll
• New Employee Build Import
• Sending Welcome Email to New Clients
• Kick-Off Call Email & Agenda Distribution
• Completion of the Implementation Timeline and Data Gathering Spreadsheet
• Initiate New Service – Attract & Hire (Applicant Tracking System)
• Voiding a Processed Payroll