What Our Onboarding Process Is Like.

Here’s how we get our clients started with our solutions
Step One

Talk with a specialist to find the best solution for you.

Step Two

Meet with our team to demo our system and proposed scope of work.

Step Three

Complete our 'Getting Started' form and sign our Customer Service Agreement.

Step Four

Work one on one with a dedicated specialist to implement your services.

Step Five

Transition to your long term specialist & experience Payroll freedom!

Onboarding Process-19

The Indispensable Role of Skilled Professionals in Effective Implementations

Discover how a meticulous implementation, led by qualified experts, can propel your business to new heights of success.

PSII has developed a proprietary twelve step implementation plan that encompasses every aspect of the payroll process. This plan is designed to guide our team and our clients through the various stages of implementation, ensuring a seamless transition and accurate payroll management.

The implementation plan begins with Corporate Due Diligence, where we conduct a thorough analysis of our client's organization to understand their specific needs and requirements. This step allows us to tailor our services and solutions to meet their unique payroll demands.

Next, we move on to the Project Kick off stage, where we establish clear goals, timelines, and communication channels. This ensures that all stakeholders are aligned and aware of the implementation process, promoting transparency and collaboration.

The plan then progresses to Payroll Foundations, where we lay the groundwork for payroll processing, including setting up payroll accounts, configuring tax codes, and establishing payment methods. This step forms the basis for accurate and efficient payroll management.

As we delve deeper into the implementation process, Payroll Facets come into play. This stage involves integrating various facets of payroll management, such as time and attendance tracking, benefits administration, and deductions. By consolidating these elements within our system, we streamline the payroll process and minimize errors.

Taxation Authorities & Stakeholders is another crucial step in our implementation plan. We ensure compliance with taxation regulations and establish effective communication channels with relevant authorities. This ensures that our clients avoid any legal issues and maintain a strong relationship with stakeholders.

Throughout the implementation process, we conduct Interim Reviews to assess the progress and address any challenges or concerns. This allows us to make necessary adjustments and ensure that the implementation remains on track.

Employee Information and Year to Date Information are key components of our implementation plan. We meticulously collect and analyze employee data, including salaries, deductions, and benefits, to ensure accurate payroll calculations. By considering year-to-date information, we maintain consistency and avoid discrepancies.

The plan reaches its final stages with a comprehensive Final Review. This stage involves a thorough evaluation of the implemented payroll system to ensure accuracy and compliance. Any remaining issues are addressed, and the system is fine-tuned for optimal performance.

Testing & Go Live is the penultimate step of our implementation plan. We conduct extensive testing to ensure that the payroll system functions flawlessly before going live. This minimizes any disruptions or errors during the transition.

Finally, we conclude with a Post Payroll Review & Documentation stage. Here, we review the first payroll cycle after implementation, ensuring that all calculations and processes are accurate. We also document the entire implementation process for future reference and to facilitate ongoing support.

Our proprietary twelve step implementation plan is the foundation of our high-performing payroll management system. It covers every aspect of the implementation process, ensuring a seamless transition and accurate payroll processing for each and every one of our valued clients.