Switching payroll providers has never been easier. At Plum Payroll, we handle the entire migration process, ensuring a smooth, accurate, and fully compliant transition—so you can focus on growing your business. Migrate to Plum Payroll Payroll Within 2 Weeks
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Our experienced onboarding specialists take care of every step, from onboarding to running your first payroll. We don’t just migrate your data - we audit, verify, and optimize your payroll setup to eliminate errors and ensure a flawless transition.
Step One
Once you sign up, we create your company profile in Plum Payroll and schedule your Company Setup Meeting to review key details.
Our specialists gather payroll history, employee records, and tax information — no spreadsheets or manual uploads required.
Every data point is audited and validated to ensure compliance and accuracy.
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Step Two
Your dedicated transition expert walks you through setting up authorized users, payroll schedules, and compliance settings.
If your company has benefits, time-off policies, or custom payroll settings, we schedule separate sessions to configure them properly.
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Step Three
Our team reviews historical payroll data, reconciles past filings, and ensures tax compliance.
We proactively address any missing information, preventing payroll disruptions.
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Step Four
Before your first payroll, we provide hands-on training on Plum Payroll’s platform.
A transition specialist is with you for your first payroll run, ensuring everything is correct.
We conduct a turnover meeting with our customer service team for ongoing support.
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