Two professionals discussing documents

A clear handover starts with a timetable and the right questions.

Agree the changeover date

Speak to the people handling payroll before making a change. Agree which pay run each person is responsible for.

List the records needed

Your new provider will confirm what they need and how to share it securely. Do not send employee or bank details in a general website enquiry.

Leave room for checking

Plan time to compare the opening records and ask about anything missing before the first pay run. This is illustrative general guidance for a fictional demo.