Leaving your PEO Checklist
Leaving a PEO is a significant, and often underestimated, project involving many moving parts, including some important highly visible day-to-day activities. Making matters more difficult is the abrupt nature of the termination of payroll, technology, benefits, HR administration, and employee support provided by the PEO.
Consequently, it is highly recommended that you engage the assistance of an outside vendor or consultant with experience migrating companies off a PEO.
This checklist provides a complete list of everything that needs to be done, broken down by category, to properly prepare for, and execute a PEO migration.
Or, if you would like a complete team of HR, benefits, payroll and technology specialists to completely manage the migration for you, including implementation of an all-in-one cloud technology and set up of benefits, payroll, policies and procedures, contact Melita. It’s completely turnkey and we have managed over 100 PEO migrations so we are good at it!
Employee Benefits & Insurance
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Compliance & Administration
Establish your Annual Compliance Calendar and include the following annual actions that are relevant to your business:
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