How to Switch to The Payroll Shoppe For A January 1 Start Date
Congratulations! If you’re reading this, there’s a good chance you’ve decided to switch to The Payroll Shoppe for the new year ahead. You’ve met with the salesperson, decided this new company is an incredible fit, and you’re excited for a smoother payroll process.
And while all of that is exciting, you still have a little more work to do. Many of the companies that switch to us around the end of the year say, “Just call me in December and we can get things moving.”
But that never works.
Around our office, we always respond with, “Thanksgiving is January 1.” After Thanksgiving, it’s simply too difficult to wrangle anyone.
In any given week after Thanksgiving, one person’s out holiday shopping, another person’s out sick, someone’s squeezing in a last-minute vacation, and somebody’s not answering their phone because they have too much to do before the end of the year.
And then it’s Christmas, and everyone takes off until after New Year’s Day.
So, if you want to switch payroll providers in the new year, you really need to have everything submitted by Thanksgiving.
And here’s how to make sure that happens so you don’t experience a disruption in your complete payroll services.
How to Set Yourself Up For Success With The Payroll Shoppe On January 1
If you want to switch to us in the new year, be sure to follow these steps:
1. Share Your Payroll Information
Your new payroll company needs the right data to start processing payroll on your behalf. They need:
- A Voided Check
- Direct Deposit Information
- W-4 Information
- Salary Information
- Withholding Information
- Benefits Information
- And More!
Your incoming payroll company can provide a full list of everything they’ll need from your company, but the list above will get you started.
2. Finish the ACH Verification Process
The ACH verification is a critical step in managing your payroll. In it, the company will withdraw a small amount of money—less than a dollar—from your account, and then immediately deposit it back into your account.
The reason for this step is simple: We want to ensure we have the correct account number and routing information for your bank account. Once we’re confident we have the proper access to your account, we’re prepared to manage your payroll!
3. Set Up A Call Date
This call date is our last check-in to ensure we’ve completed all other essential action steps. If we’ve missed any steps, this is our opportunity to finalize them.
This call is also a great chance to ensure you’re up-to-date on issues such as:
- Labor Law Posters
- Time & Attendance Technology
- Workers’ Compensation Updates
With everything out of the way, we’re ready to start managing your payroll on January 1!
4. Finish Your Relationship With Your Other Payroll Provider
One advantage of having a single payroll provider in a calendar year is the W-2s. When a provider works with your company for the entire year, they’re responsible for generating W-2s—and because they have the entire year’s payroll data in one location, they can generate those W-2s without any errors.
To be clear, it is possible to switch providers mid-year and for your new provider to generate accurate W-2s, but you’ll experience an increased chance of mistakes and inaccuracies.
Switch Your Payroll Provider Today
To successfully switch to a customer service-focused payroll provider, contact us! At The Payroll Shoppe, we specialize in delivering a personalized experience that removes your payroll headaches while providing timely, accurate payrolls with each and every payroll run.
Check out our incredible leadership team to learn more!