For shame!

In Payroll Country, there's a process. We know it well because we created it. Just follow the steps, stay engaged and let us do the heavy lifting. (We don't mind the exercise.)

Here are the steps that must be followed in most payroll transitions...

1. All sales paperwork is finalized and delivered.
2. Paperwork is sent to the Transition team and a Transition Service Representative (TSR) is assigned to your account.
3. Your TSR introduces themselves, reviews all the paperwork provided by sales and contacts you to request any additional information needed to process payroll.
4. Your TSR configures the software, loads the data and begins the testing process.
5. Your TSR calls you to confirm your account is ready and provides the additional tax impound amount (the collection of prior taxes not yet paid to authorities).
6. Your Customer Service Representative (CSR) introduces themselves and schedules your first payroll run.
7. Your Account Executive returns to hand-deliver your first payroll and review it with you in person.

Meet your squad... 

Of course we want to grow the company, but we need to make sure we're growing the right way with the right people.

Generally speaking, Sales is responsible for...

• Sweating the details and explaining everything.
• Working with the Transition team to ensure a smooth payroll transition.
• Hand-delivering your first payroll and reviewing all the details with you.
• Being someone you're not afraid to contact about anything. Ever.

We bring multiple sources of information together for a simple goal... You just want to start running payroll with us. 

Rich is too modest to mention he's a Certified Project Manager. Here's a general overview of what his Transition team is responsible for...

• Gathering employee and company data.
• Gathering requirements and calculation rules.
• Data entry (account creation; company data like legal name, FEIN, etc.; employee data; current year payroll history, etc.)
• Configuration (setting up rules to satisfy your requirements).
• Testing
• Overall project management. Getting you from Point A to Point B (a joyful existence in Payroll Country).

We're your main point of contact moving forward. Your experience in Payroll Country rests firmly on our shoulders.

Here's what you should expect from your Customer Service Representative...

• A steadfast ambassador of our Payroll Country values.
• Anything to help you run accurate payrolls, on-time, every time.
• An unwavering resource for you to approach with any payroll-related question.
• Someone who cares enough to ask how your day is going (and you actually enjoy working with).

Free and unlimited training for anyone on your team that touches payroll. And we really know our stuff.

In addition to making sure payroll runs on our software are as easy as pie, here are some of the topics our Training department might help you with...

• Evolution Payroll
• Evolution Classic: Employee Maintenance
• Payroll Entry
• Custom Reports
• Affordable Care Act Maintenance
• HR Module
• TimeClock
• Employee Self-Serve Portal
• And additional trainings as needed!

All the tax and financial support you could dream of, from making payments and filing returns on your behalf to solving any problems.

• Balancing year-to-date payroll wage and tax information with your previous vendor and ensure it's entered correctly in Complete Payroll's system.
• Resolving tax issues and assist with any troubleshooting.
• Verifying that your tax IDs are correct and payment frequencies are accurate.
• Ensuring you are in compliance with all government regulations.
• Verifying the tax liability incurred from previous payrolls with your prior vendor that you may not have paid.

From retirement uploads to setting up third-party services, we give all the would-be outliers a comfortable home in Payroll Country.

Here's what you can expect from the Auxiliary Services department...

• Setting up behind-the-scenes services for your third-parties.
• Upload information on your retirement contributions, worker's compensation plans, HSAs, etc.
• Creating any custom payroll reports you may have grown accustomed to.

We're more comfortable behind a computer than in front of a camera. When you need us you'll realize why that's such a good thing.

Here's a general overview of what our IT department is responsible for...

• Ensuring all you software applications are running optimally on a daily basis.
• Helping you integrate our payroll software (Evolution) with your current environment.
• Configuation of custom software if needed to integrate with other applications.
• General technical support and troubleshooting.