Reasons for changing
- Cost saving
- Lack of service / relationship issues
- General errors or poor response times
- No named payroll contact
- The customer needs an epayslips solution
- Looking for great reporting or more advance technology offering
- Wants the payroll provider to be ISO accredited
Time scales and planning
Changing payroll provider should be an easy straight forward process, depending on how cutting-edge the new payroll provider is.
Ask what they are going to supply you to help with the transfer, do you get a project manager for example and a project plan? The key to having a smooth transfer is to ask for this detailed project plan and agree dates so both parties understand the full requirements.
Hold weekly, or monthly meetings or even daily conference calls to discuss progress with the payroll bureau so far. Discuss any potential issues or problems with data sent by your old provider or parallel runs that may have taken place, also ask for an updated weekly project plan as your new payroll provide completes key setup stages such as BACS setup or Auto enrolment.
Changing your payroll
Keep all of the above in mind and you won't go far wrong, you can change payroll any month of the year with good planning and enough time you will be able to switch during mid tax year, April is naturally a good month to go live with a new provider but this isn't imperative.
If you wanted to discuss transfering / outsourcing your payroll to Dataplan then please contact us, we will also sent you a step by step outsourcing your payroll guide