PEO Services

PEO Migration  

Building a new Tactical HR foundation is a big undertaking!

Leaving a PEO is a significant, and often underestimated project involving numerous moving parts, many of which can expose the company to legal liability if not managed properly and thoroughly.

Making matters more difficult is the abrupt nature of the termination of payroll, technology, benefits, HR administration, and employee support provided by the PEO.  

We have managed hundreds of PEO migrations and we can help.

Total Project Management of Migration including Project Plan with specific timelines and responsibilities to include:

Proactive management of project including timeline and vendor coordination

HR, Benefits, Payroll & Time and Attendance Technology implementation

Benefits Market Analysis including benchmarking and quotes

Benefits implementation

Payroll data migration including YTD data

Establish State Unemployment Tax Accounts for all relevant states 

Workers Compensation & Employment Liability insurance quotes and implementation

Post implementation testing, audit and support

PEO Migration

PEO Migration

Meet your dedicated Melita Specialists

Your assigned Melita team of experts will manage the entire process including:

HR Solutions Advisor
People Ops Leader

Market Analysis & Project Management

  • Assist with evaluation and selection of alternative options: 1) Another PEO, 2) HR Outsourcing, 3) In-house
  • Assigned Melita Project Manager creates and manages the entire migration project plan
  • Coordinate and organize all parties to be involved, including , vendors, and other resources needed for a smooth and flawless migration
  • Weekly status update calls/meetings
Benefits Advisor
Compliance Specialist

Technology Implementation

  • Needs analysis and best practices recommendations
  • Configuration of all modules including HR, payroll, benefits and time & attendance
  • Build workflows for onboarding, offboarding and all changes
  • Build benefit plans and payroll deduction codes
  • Implement e-verify and e-I9 modules
  • Oversee set up of all carrier/vendor file feeds including GL file
Payroll Specialist
Leave Specialist

Payroll Migration & Process Implementation

  • Migration of historical pay data to new system
  • Establish company’s State Unemployment Tax Accounts for all states
  • Set up of all pay and earnings codes
  • Set up workflows for all employee contribution deduction funds such as 401k, FSA, HSA, Commuter, etc.
  • Set up all leave policies
Technology Specialist

Insurances and Compliance

  • Provide quotes and implement Workers Compensation insurance for all states
  • Provide quotes and implement Employment Practices Liability insurance
  • Create a new custom Employee Handbook to includes policies for all states
  • Provide complete library of required employee Notices & Disclosures for all states
  • Provide compliance calendar

Post-implementation testing & audit

  • Test employee portal onboarding experience
  • Parallel payroll processing test (if time permits)
  • Audit all data including employee data, benefits data, enrollment data, etc.

Additional PEO Services

Get PEO quotes from all of the major PEOs on the market and expert guidance to make the right decision for your business.

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Consultative, hands-on expert project management and post-implementation support.

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Build your custom PEO comparison quote

Simply fill out our PEO Quote survey and we will put together a comprehensive side-by-side comparison of all your PEO options for you.

Get a PEO Quote

Talk to one of our HR experts for help

Not sure which services you need, or simply looking to speak to a human? Someone from our expert, HR-loving team would be happy to guide you.

Book a Consultation