Switching to Paycor 101
Switching to Paycor 101

Switching to Paycor 101

You’ve evaluated your choices and you’ve chosen Paycor as your new provider…now what? Changing payroll and HR providers can be a lot of work for any business. We make the transition smooth and easy to get your new payroll, HR and time systems up and running quickly.

The Implementation Process

As you prepare to switch to Paycor, your biggest question might be, “How does the process work?” Each new Paycor client is partnered with an individual implementation consultant to guide you through the process. But just so you have an idea, here are the five basic steps in the implementation process:

# Implementation meeting
Your Paycor implementation consultant meets with you to set a transition schedule, gather data and discuss the specifications for your configuration.
# Database configuration and verification
We review and input your company and employee information, going through it line by line to ensure accuracy. We also configure the application based on your company’s needs and policies.
# Training
You have two options for training: instructor-led online sessions for all products or live, classroom training that provides hands-on practice in the payroll application at locations nationwide. After you’ve made the switch, free ongoing training is also available to you through Paycor Academy. You can also find videos and job aids on specific questions by clicking on the Help button within the product. And remember, you can always call your dedicated Paycor specialist.
# Testing
We perform a parallel payroll run and compare it side-by-side with your previous system to verify that everything is correct. If you’re using one of our time and attendance products, you’ll also do a “test punch” where your employees can test out the software, using it to clock in and out.
# Go live!
With all of the data double-checked for correctness and your training complete, you’re ready to process your first payroll with Paycor!

Advice from an Expert

Implementation Project Manager Mike Stafford had this advice for companies preparing to switch to a new provider: “Use the transition as an opportunity to change anything that needs changing, and be decisive and explicit about what changes you’d like to make.” Examples of changes include organizational structure, deductions and internal processes. For instance, if you’ve been thinking about assigning employees to a new department or reorganizing your process for submitting payroll, the transition would be a good time to make those changes.

Another suggestion from Mike was, “I would highly recommend attending and taking good notes during training. We know it’s not your full-time job to manage this transition, but we notice that clients who are engaged throughout the training process feel more prepared and more comfortable using their applications.”

Learn more about our small business and large business employee administration solutions that can help you manage your people better, or contact us to get started today.

More to Discover

Webinar: COVID-19 Summit - LIVE DEMO: See Paycor's COVID-19 Dashboard - 4/23/20 @2pm ET

Webinar: COVID-19 Summit - LIVE DEMO: See Paycor's COVID-19 Dashboard - 4/23/20 @2pm ET

Join Paycor’s Senior Product Manager, Kelly Silverman, for a live demonstration on how Paycor is providing HR leaders with the technology and expertise to help them prepare, respond and recover. The demonstration will highlight how Paycor Analytics and HR Support Center can offer the data and resources HR leaders need to mitigate risk and reshape business strategy.Speaker: Kelly Silverman Kelly Silverman is Paycor's resident benefits and HR marketing leader. An HCM industry veteran with a strong product and marketing background, Kelly’s responsibilities include driving the go-to-market strategy for benefits and analytics to Paycor’s customer base.Thursday, April 23, 2020 2pm ET

Webinar: COVID-19 Summit - How to Develop a Business Continuity Plan - 4/23/20 @1pm ET

Webinar: COVID-19 Summit - How to Develop a Business Continuity Plan - 4/23/20 @1pm ET

We’re all doing our best right now during these unpredictable times to protect our families, communities, employees and businesses. As many organizations have scrambled to launch business continuity plans to respond to the current crisis, there are things we’ve learned that will help us prepare for the future. Join Paycor’s Adam Leisring for insights into creating business continuity plans and key takeaways that can be applied from this pandemic.Speaker: Adam Leisring Adam Leisring is Paycor’s Senior Director of Information Security and is accountable for security aspects in Paycor’s Corporate IT and SaaS offerings. Having spent over 11 years with the organization and with a background in Information Security, Enterprise Architecture,...

Webinar: COVID-19 Summit - Why Leaders Need Technology More than Ever - 4/23/20 @12pm ET

Webinar: COVID-19 Summit - Why Leaders Need Technology More than Ever - 4/23/20 @12pm ET

The HCM industry has reached a fundamental crossroads. Now more than ever, leaders need HCM technology to help them see around corners. They also need to harness the power of their people for growth, but they lack the right tools. Join Paycor’s Chief Product Officer, Ryan Bergstrom, to get an insightful deep dive into the evolution of HCM technology and why the moment where in right now is such a critical time for SMB leaders. Speaker: Ryan Bergstrom Ryan is the Chief Product Officer for Payor and is responsible for setting the strategy for Paycor’s HCM suite to meet SMB market needs. Ryan spent 7 years at Ultimate Software, where he served as VP of Product Management. Prior to Ultimate Software, Bergstrom held manager and director...

Webinar: COVID-19 Summit: (KEYNOTE) How HR & Finance Can Reduce Costs - 4/23/20 @11am ET

Webinar: COVID-19 Summit: (KEYNOTE) How HR & Finance Can Reduce Costs - 4/23/20 @11am ET

Businesses are facing the difficult task of sustaining operations and serving customers while also limiting expenses during this crisis. Join Paycor’s Chief Human Resources Officer, Karen Crone and Chief Financial Officer, Adam Ante, to discover the top ways SMBs can reduce short-term costs and prepare to return to future growth. Speakers: Karen Crone and Adam Ante For today’s speaker, we have Karen Crone, Chief Human Resources Officer at Paycor. Karen is responsible for scaling Paycor’s people practices in support of its rapid growth and for reinforcing its strong culture across an evolving geographic footprint. Over the last nine years, Karen has helped Paycor grow from 400 to over 1,800 associates. Her current focus is on enhancing...