by Eric Martinez, Director of Regional Sales
Making the process of transferring payroll easy involves streamlining the transition through a series of proven steps and strategies. At Southland Data Processing, our dedicated Implementations Team works with our new clients every step of the way. We take great pride in the level of personal attention to not only migrate existing data, but to also work with our clients’ internal payroll team to create new efficiencies and ensure absolute success.
Here’s a little insight into our process that makes transferring existing payroll easy.
Dedicated Transition Team – As I mentioned previously, our dedicated team is the center point of contact to guide clients through the transfer process. Having this single point of contact helps streamline communication and provide the personalized support we are renowned for.
Clear Communication – Our clear and concise instructions on what clients need to do to transfer their payroll includes step-by-step guides, checklists, training videos, live virtual sessions and documentation to make the process straightforward.
Data Migration Support – Migrating payroll data from a previous provider or system is made easier with our templates for data entry and data import. This helps to minimize manual entry and saves time.
Customized Solutions – Because we tailor our payroll services to each individual client to meet specific needs and objectives, we achieve a deeper understanding of our clients’ needs, unique payroll requirements, and configure the system accordingly.
Training and Onboarding – We provide training sessions, webinars and offer video tutorials to help our clients and their internal payroll staff become familiar with our payroll system. Doing so ensures they know how to use all of the features and functionalities as well as establishing a level of confidence.
Data Security and Privacy – We assure our clients that their sensitive payroll data is handled securely and in compliance with data protection regulations including ongoing security measures and data encryption practices.
Compliance Expertise – We are experts in payroll compliance. We stay current with tax laws and regulations to make sure our clients remain compliant. If we detect any issues that are not within compliance during the implementation process, we address them and take the necessary steps to make corrections.
Testing and Validation – We conduct a thorough testing and validation of the transferred data to ensure accuracy. Any discrepancies are addressed promptly.
Timely Assistance – Our ongoing support during the transition process and beyond helps our clients feel comfortable. Our team of payroll and HR pros are always available for assistance or clarifications. We’re just a phone call or email away. Our clients can also submit inquiries via our website anytime.
Feedback Loop – We ask our clients for regular feedback about their experience during the implementation process. We use this feedback to make improvements and continually refine our onboarding procedures.
Simplified Documentation – We make every effort to minimize paperwork and documentation requirements wherever possible. Digital signatures and online forms help to simplify the administrative aspects of the transfer.
Flexible Transition Timeline – Our timelines can be as flexible as needed. Some clients need more time to gather information or adjust to a new process. We work together to make the timeline achievable and successful for each client.
Education – We provide ongoing educational opportunities for every client. Our digital communications include blogs, accessible resources on our website, email alerts, webinars and monthly newsletters to ensure the latest information is shared and made available.
Post-Transfer Support – We’re in the people business and that means our client service support team is available to offer personal assistance. We’re responsive and understand that when a client has a question or an issue, we want to be available. No voicemail. No robot prompts. Just great service…anytime. It’s part of every payroll relationship we offer.
Our goal is always client satisfaction. From the first meeting to understand each client’s need, through the implementation process and beyond…we continually strive to provide unrivaled service.
If you’d like to schedule a time to meet and discuss your payroll and workforce management needs, please contact Eric Martinez at [email protected] or by calling 909.946.2032. You may also schedule a virtual consultation with Eric here.
We also invite you to meet with us today for a complimentary HR consultation and to learn how we can support objectives, overcome challenges, and address issues quickly and accurately.
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*Southland Data Processing, Inc. (“SDP”) is not a law firm. This article is intended for informational purposes only and should not be relied upon in reaching a conclusion in a particular area of law. Applicability of the legal principles discussed may differ substantially in individual situations. Receipt of this or any other SDP materials does not create an attorney-client relationship. SDP is not responsible for any inadvertent errors that may occur in the publishing process.