Implementation & onboarding
Switch to BOSS without disrupting your business.
Replacing a payroll company? Leaving another employer of record? Consolidating a patchwork of disconnected vendors? BOSS replaces them with one platform and one team, and our implementation process keeps your business running while we handle the transition.
Your onboarding roadmap
- Current providerWhere you are today
- PlanningTimeline, owners, and cutover date
- ConfigurationBOSS set up around your firm
- Employee setupPaperwork, taxes, and direct deposit
- TestingSide by side validation
- Go liveYour first payroll on BOSS
How it works
A proven onboarding process
Six guided steps, one dedicated specialist, and nothing switched until it has been validated with your team.
Discovery
We learn how your firm operates today.
- Current payroll
- Current vendors
- Funding
- Benefits
- Workers’ comp
- States
- Reporting
Configuration
We configure BOSS around your business, not the other way around.
- Payroll
- Funding
- Billing
- Reports
- Permissions
- Notifications
Employee migration
We move your existing employees into the new system.
- Employment paperwork
- Tax setup
- Direct deposit
- Benefits
- Historical information
Parallel testing
We run side by side validation before anything changes.
- Payroll totals
- Funding
- Invoices
- Reports
- Exception review
Go live
Launch with confidence, with our team beside you.
- Dedicated implementation support
- Final validation
- Payroll approval
- Funding integrated
- Employee communication
Ongoing success
Implementation doesn’t end on launch day.
- Dedicated support
- Future growth
- Additional states
- Additional clients
- New recruiters
Timeline
Your first 30 days
A typical implementation rhythm, planned around your payroll calendar before anything moves.
- Week 1
Planning
Kickoff, discovery, and a cutover plan built around your payroll calendar.
- Week 2
Configuration
Payroll, funding, billing, and permissions set up and reviewed with your team.
- Week 3
Employee onboarding
Paperwork, tax setup, and direct deposit collected and verified.
- Week 4
Go live
Final validation, payroll approval, and your first funded payroll on BOSS.
Every firm is different. Your implementation specialist builds a timeline around your size, states, and complexity, and shares it before anything changes.
Every starting point
Switching from…
Wherever you are today, the transition is planned around it. Here is how we handle each starting point.
A payroll company
Your payroll keeps running on its current schedule while we rebuild it in BOSS. Pay schedules, earnings codes, taxes, and direct deposit are configured, tested side by side, and validated with your team, so employees see a normal payday, not a project.
Another employer of record
We coordinate the handoff directly: employment paperwork, benefits, workers’ comp, and historical records, so employees move once and move cleanly. Your clients keep working with you exactly the way they do today.
Managing everything yourself
If payroll, funding, and compliance live in your back office today, we lift them off your plate one area at a time. You keep full control and visibility while BOSS takes on the employer of record burden.
Multiple vendors
Payroll provider, funding partner, benefits broker, comp carrier: we map every vendor during discovery and consolidate them into one coordinated platform, with one relationship and one point of contact.
Migration
What moves with you
Your data moves with you. Each area is coordinated, migrated, and validated with your team before go live.
Payroll
Pay schedules, earnings codes, and deductions.
Employees
Active employee records and current assignments.
Client billing
Bill rates, terms, and invoice formats.
Funding setup
Payroll funding configured before go live.
Reports
The reports your team relies on today.
Direct deposits
Banking details collected and verified.
Tax settings
Federal, state, and local tax setup.
Benefits
Plans, elections, and deductions.
Workers’ compensation
Coverage and classification codes.
User permissions
Roles for admins, recruiters, and clients.
Historical records
Payroll history and employee records.
FAQ
Common questions
Will payroll stop?
Can employees stay on direct deposit?
What happens to my current provider?
How long does implementation take?
Do we receive training?
Can we move in phases?
Can we keep our existing recruiter workflow?
From firms like yours
Why firms say switching was easier than expected
We expected weeks of chaos. Instead we got a plan, a named specialist, and a payroll that ran on time.
The parallel testing is what sold us. We watched our own numbers match before we switched anything.
Our employees barely noticed the change. Paperwork was handled, direct deposit carried over, and questions got answered fast.
We moved one client at a time, on our schedule. That made the switch an easy conversation with our partners.
Payroll funding was our biggest worry going in. It was configured and validated before we ever went live, and our first payroll on BOSS was funded right on schedule.
Who you work with
Your implementation team
Four specialists, assigned to your firm from day one.
Implementation specialist
Owns your plan from kickoff through your first payroll on BOSS.
Payroll specialist
Rebuilds and validates every payroll detail before go live.
Onboarding specialist
Dedicated to each employee for efficient onboarding.
Success manager
Your ongoing partner after launch, as your firm grows.
Our commitment
The BOSS implementation promise
Four commitments we make to every firm that switches.
No surprises
You see the plan, the timeline, and the cutover date before anything moves. Every step is validated with your team first.
Clear communication
One point of contact, a shared checklist, and regular check-ins from kickoff to go live. You always know what happens next.
Dedicated implementation specialist
A named specialist owns your transition from discovery through your first payroll, and stays available as you grow.
Built around your payroll calendar
Cutover dates, testing windows, and go live are all scheduled around your existing pay cycle, so paydays stay exactly where your employees expect them.
Let’s build your transition plan.
We’ll build the implementation plan before your first payroll ever runs.
Implementation & onboarding
Switch to BOSS without disrupting your business.
Replacing a payroll company? Leaving another employer of record? Consolidating a patchwork of disconnected vendors? BOSS replaces them with one platform and one team, and our implementation process keeps your business running while we handle the transition.
Your onboarding roadmap
- Current providerWhere you are today
- PlanningTimeline, owners, and cutover date
- ConfigurationBOSS set up around your firm
- Employee setupPaperwork, taxes, and direct deposit
- TestingSide by side validation
- Go liveYour first payroll on BOSS
How it works
A proven onboarding process
Six guided steps, one dedicated specialist, and nothing switched until it has been validated with your team.
Discovery
We learn how your firm operates today.
- Current payroll
- Current vendors
- Funding
- Benefits
- Workers’ comp
- States
- Reporting
Configuration
We configure BOSS around your business, not the other way around.
- Payroll
- Funding
- Billing
- Reports
- Permissions
- Notifications
Employee migration
We move your existing employees into the new system.
- Employment paperwork
- Tax setup
- Direct deposit
- Benefits
- Historical information
Parallel testing
We run side by side validation before anything changes.
- Payroll totals
- Funding
- Invoices
- Reports
- Exception review
Go live
Launch with confidence, with our team beside you.
- Dedicated implementation support
- Final validation
- Payroll approval
- Funding release
- Employee communication
Ongoing success
Implementation doesn’t end on launch day.
- Dedicated support
- Future growth
- Additional states
- Additional clients
- New recruiters
Timeline
Your first 30 days
A typical implementation rhythm, planned around your payroll calendar before anything moves.
- Week 1
Planning
Kickoff, discovery, and a cutover plan built around your payroll calendar.
- Week 2
Configuration
Payroll, funding, billing, and permissions set up and reviewed with your team.
- Week 3
Employee onboarding
Paperwork, tax setup, and direct deposit collected and verified.
- Week 4
Go live
Final validation, payroll approval, and your first funded payroll on BOSS.
Every firm is different. Your implementation specialist builds a timeline around your size, states, and complexity, and shares it before anything changes.
Every starting point
Switching from…
Wherever you are today, the transition is planned around it. Here is how we handle each starting point.
A payroll company
Your payroll keeps running on its current schedule while we rebuild it in BOSS. Pay schedules, earnings codes, taxes, and direct deposit are configured, tested side by side, and validated with your team, so employees see a normal payday, not a project.
Another employer of record
We coordinate the handoff directly: employment paperwork, benefits, workers’ comp, and historical records, so employees move once and move cleanly. Your clients keep working with you exactly the way they do today.
Managing everything yourself
If payroll, funding, and compliance live in your back office today, we lift them off your plate one area at a time. You keep full control and visibility while BOSS takes on the employer of record burden.
Multiple vendors
Payroll provider, funding partner, benefits broker, comp carrier: we map every vendor during discovery and consolidate them into one coordinated platform, with one relationship and one point of contact.
Migration
What moves with you
Your data moves with you. Each area is coordinated, migrated, and validated with your team before go live.
Payroll
Pay schedules, earnings codes, and deductions.
Employees
Active employee records and current assignments.
Client billing
Bill rates, terms, and invoice formats.
Funding setup
Payroll funding configured before go live.
Reports
The reports your team relies on today.
Direct deposits
Banking details collected and verified.
Tax settings
Federal, state, and local tax setup.
Benefits
Plans, elections, and deductions.
Workers’ compensation
Coverage and classification codes.
User permissions
Roles for admins, recruiters, and clients.
Historical records
Payroll history and employee records.
FAQ
Common questions
Will payroll stop?
Can employees stay on direct deposit?
What happens to my current provider?
How long does implementation take?
Do we receive training?
Can we move in phases?
Can we keep our existing recruiter workflow?
From firms like yours
Why firms say switching was easier than expected
We expected weeks of chaos. Instead we got a plan, a named specialist, and a payroll that ran on time.
The parallel testing is what sold us. We watched our own numbers match before we switched anything.
Our employees barely noticed the change. Paperwork was handled, direct deposit carried over, and questions got answered fast.
We moved one client at a time, on our schedule. That made the switch an easy conversation with our partners.
Payroll funding was our biggest worry going in. It was configured and validated before we ever went live, and our first payroll on BOSS was funded right on schedule.
Who you work with
Your implementation team
Four specialists, assigned to your firm from day one.
Implementation specialist
Owns your plan from kickoff through your first payroll on BOSS.
Payroll specialist
Rebuilds and validates every payroll detail before go live.
Funding specialist
Configures payroll funding so cash is ready on day one.
Success manager
Your ongoing partner after launch, as your firm grows.
Our commitment
The BOSS implementation promise
Four commitments we make to every firm that switches.
No surprises
You see the plan, the timeline, and the cutover date before anything moves. Every step is validated with your team first.
Clear communication
One point of contact, a shared checklist, and regular check-ins from kickoff to go live. You always know what happens next.
Dedicated implementation specialist
A named specialist owns your transition from discovery through your first payroll, and stays available as you grow.
Built around your payroll calendar
Cutover dates, testing windows, and go live are all scheduled around your existing pay cycle, so paydays stay exactly where your employees expect them.
Let’s build your transition plan.
We’ll build the implementation plan before your first payroll ever runs.