About this Training Event
Join Heather Satterley and Valerie Heckman from OnPay for an insightful fireside chat as they explore the intricacies of switching payroll providers. From assessing client needs to timing the transition and ensuring a smooth experience, this discussion will cover key considerations, common pitfalls, and strategies for delivering exceptional client service during the switch.
During this Fireside Chat, We Will Discuss...
- Identifying the critical factors that influence the decision to switch payroll providers, including client needs assessments, market options, and required service levels.
- Planning the timing and logistics of switching payroll providers, including gathering necessary information.
- Developing strategies for project planning, clear communication, and change management to ensure a positive client experience
