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.
• 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.