You want to pull the trigger on finding a new payroll provider, but you’ve got to focus on that big thing coming up in the near future. You can’t deal with implementing a new payroll system with that thing on the horizon!
…you can. That was a test. Stop making excuses. Here’s the thing. There will always be a…thing keeping you from focusing on things that give you anxiety. But you’re partnering with Lift HCM to make things easy. So we did! Did we mention we hired a professional writer for this?
Lift HCM knows how stressful it can be to find a new payroll provider when the services they provide are instrumental to your operations. We broke down the process of implementing our services so you can see how easy it is.
No time to read?
Here’s the condensed version...
- Give us your FEIN and a voided check.
- Sign some forms.
- Give us access to your old payroll management software.
- Meet with Lift HCM to review our setup.
- Use our templates to communicate the changes to your team.
All told, the implementation process can take as little as two weeks. Now let’s walk through the specifics to give you some idea of what to expect along the way.
The first step to relieving the headache of managing your own payroll is admitting you’re ready to let someone else do it. Should that special “someone” just so happen to be us, we’ll need two things from you to get the ball rolling…
Once you’ve submitted your FEIN number and a voided check, keep an eye on your inbox for an email from your business developer. They’ll send you a few forms and a video walking you through which fields you need to fill out and why.
We ask that you print these out and send us a scan of the signed forms containing your physical signature as the government places different stipulations on handling electronic signatures at the local, state, and federal level.
Once you return the signed forms and service agreement to your business developer, they’ll ask you to provide them with login credentials to your existing payroll platform. This allows them to pull the information our implementation specialists need to start entering your company into our human capital management software, iSolved. Meanwhile, our Accounting Team will get to work filing your freshly-signed forms with the IRS, IDES, IDOL, and other intimidating government acronyms.
Once the team has finished setting the scene for you in iSolved, they’ll join you and your business developer on a call to address outstanding questions and walk you through how to find what you need on the platform. Once you’ve ensured your data has been accurately imported into iSolved and any remaining adjustments have been made, it’s showtime!
Once all the necessary pieces are in place, our Implementation Team will observe two pay periods. This allows them to identify and immediately address any unexpected hiccups that occur while processing your payroll. The second pay period serves as a confirmation that the adjustments made in response to the previous pay period resolved any issues they observed.
We hope this has given you a better picture of the road to implementation. The journey of a thousand miles may begin with a single step, but the journey to better payroll management is much shorter. All you need to do is email your business developer or reach out to us online and tell them you’re ready to begin.