Business owners change to a PEO because it will be good for the company AND benefit the employees. While change isn’t easy, proactive communication to employees helps ease the transition.
Start by explaining to the employees why you’re partnering with a PEO and all the new benefits they will be able to access. Job satisfaction is important to your organization and PEOs offer benefits to support that priority. Alert employees to any upcoming changes so they aren’t caught off guard
A smooth transition also depends on submitting information and making decisions regarding your PEO partnership. If the entire team knows these requests are a priority, that will help. While every PEO transition process is unique, we wanted to share how it works for MidwestHR clients.
Prior to 1st Check Date
- Getting started! Our kick off call helps answer any questions and get the ball rolling. We have also developed a comprehensive employee on-boarding tutorial to educate employees. We host this event on-site or via webinar; whichever is most convenient for your team.
- It’s decision time. Based on company priorities and needs, your leadership team finalizes benefit selections and which HR initiatives you wish to tackle first. Our goal is help you at every step, so we schedule a time to discuss employee paperwork, answer any questions and ensure completion.
- Information gathering. Your team will need to submit necessary records: year-date wages, 401K/pre-tax benefit contributions, unemployment taxes paid and PTO balances. We’ll work with your team to make sure each employee personnel file is accurate and your payroll system and reporting options are ready to go.
Week of 1st Payroll
Mission critical. We have a pre-payroll call to make sure everything is ready to submit and answer any last-minute questions. After payroll is entered, our Ops team reviews payroll and invoice to ensure accuracy. After the first payroll has been delivered, we review everything and answer any questions. You can depend on a perfect payroll launch every time.
First 30 Days
Getting to know you. We immerse ourselves in your business by conducting a HR needs assessment and determining if any tax account actions are needed. Forget long hold times or navigating complex systems, your employees will get direct access to specialists who know your business. We send state-specific Labor Law Posters and start on your Employee Handbook.
30 – 60 Days
Set up for success. Now that we know you better, we present a draft of your Employee Handbook. We make sure you’re protected and you make sure the handbook reflects the culture you’re trying to create. Your employee portal will be customized with your logo, brand colors, on-boarding and benefit information. You will also have access to on-line monthly webinars and training for your managers and employees through this portal.
90 Days & Beyond
A strategic partnership. This is truly just the beginning. Once final handbooks are issued, we work with you on long term HR strategies. We meet with you on a regular basis to address any concerns and identify opportunities.
Our #1 core value is “perfect 10” level of customer service. We are constantly refining our process to best support smooth transitions for our clients and their employees. By partnering with our team of HR experts, they are able to focus on growing the business knowing their employees’ needs are being cared for by a top certified professional employer organization (CPEO) in Illinois. Give MidwestHR a call at 630-836-3000 to learn how we can support your success.