Leaving your PEO Checklist

Complete guide for preparing and executing a PEO transition

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!

Payroll

Employee Benefits & Insurance

Technology

Would you like a PDF (printout) of the checklist?

Download now so you can print it out or save it for later.

Compliance & Administration

Compliance Calendar

Establish your Annual Compliance Calendar and include the following annual actions that are relevant to your business:

Would you like a PDF (printout) of the checklist?

Download now so you can print it out or save it for later.