Manage the operational handoff to an approved payroll provider, with responsibilities documented before processing starts.
The work in scope
- Input collection and exception checks
- Client approval coordination
- Provider-run status follow-up
- Completed payroll report handoff
Useful records for the first review
- The provider platform and payroll schedule
- The approval map for time and changes
- Completed-run reports and bank withdrawal references
Start with your situation
Tell us about your payroll platform, crew size, and current handoffs. We will identify the records available, the questions that need answering, and a practical sequence for the work.
How this work is scoped
The run schedule, provider agreement, supported services, client approvals, and escalation contacts define the engagement. Software access alone does not establish payment or filing authority. Provider processing responsibilities are confirmed for the actual platform you use.
Keep responsibilities clear
The approved payroll provider handles processing, payments, and filings included in its agreement. We coordinate the agreed workflow and bookkeeping records; provider compatibility and responsibilities are confirmed before service begins.