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Switching payroll providers

Transition with ease by following these key steps when switching providers.

  • Switching providers - 5-step checklist

    Any kind of change can feel overwhelming and switching payroll providers is no exception. Getting it wrong can also result in an administrative nightmare or worse — which is why you should follow thes...

  • Records of Employment (ROEs) and year-to-date amounts

    Records of Employment (ROE) – your prior payroll provider should prepare and submit ROEs for all active employees paid on their system using reason K17 - Other / Change of Service Provider.  Year-to-d...