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The Payroll Conversion Process
Our experience shows a smooth conversion is the foundation to a mutually beneficial, long-term business relationship. With this in mind, OneTouch has established a system to ensure precise and timely conversions. Our implementation procedure is the result of our continuous improvement approach to quality service. Generally, we recommend starting the conversion process 30 days prior to the first payroll, but we can be prepared to process payroll in as little as 2 weeks.

  • Hold client conversion meeting to gather all necessary company demographic and initial set-up data.
  • Set up the company database and enter all employee master file information.
  • Record all employee quarter-to-date and year-to-date wage details.
  • Audit company and employee set-up.
  • Reconcile and balance all employee wage and tax information.
  • Provide client with a set of conversion reports, including employee master file data and detailed earnings information for review and approval.
  • Test and verify any file import or export processes.
  • Perform training, coaching, and support for your first payroll. Registration prior to processing enables preview of results prior to submission for processing.
  • Assist in preparing termination notice to prior provider if necessary.
  • Assume full responsibility for all quarterly and annual reconciliations and tax filings including producing employee W-2s.
Online Enrollment Implementation
We have a long history in the online enrollment business. Implementing online enrollment is not as complicated as you might think and will not require very much effort on your part - we do the heavy lifting. Although we can implement any time of year, we prefer to complete your implementation at least 2 months before the start of your next plan year open enrollment. An implementation usually takes 6 to 10 weeks depending on complexity and carrier cooperation.

  • Hold client conversion meeting to gather all necessary company demographic and initial set-up data.
  • Collect the benefit plan information and carrier contacts from your broker.
  • Gather carrier data interchange requirements from the carrier.
  • Configure your benefit enrollment portal.
  • Test the enrollment portal for eligibility rules, plan costs and employee payroll deductions.
  • Load census and carrier enrollment information.
  • Test data interchange with carriers.
  • Train your personnel on the system.
  • Catch up any transactions since the census was generated.
  • Go live.

How the OneTouch Platform Works

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