Onboarding Checklist

Effective Date: January 2024 Last Updated: January 2024

Client Information Collection

• Collect client contact details

• Collect client business information

Contract Signatures

• Service Agreement

• Data Processing Agreement

• Service Level Agreement

• Non-Disclosure Agreement

• Payroll Processing Agreement

• Master Services Agreement

Data Integration Setup

• Setup data integration with client systems

• Verify data accuracy

Initial Payroll Setup

• Configure payroll settings

• Verify initial payroll run

By using our services, you agree to this Onboarding Checklist.