What to Expect After Signing with Paragon Payroll: A Step-by-Step Guide

Congratulations! You've taken an important step to enhance your future and alleviate your business's stressors. We understand that transitions can feel overwhelming, but rest assured, you've made a wise decision, and we promise, you can confidently look forward to a positive and rewarding experience. Here’s a detailed guide on what to expect after signing with Paragon Payroll.

Trust me, we’ll make sure the process is as smooth as a perfectly rolled joint — and we’ll be with you every step of the way.

Welcome to Paragon Payroll: Your Journey Begins

With a 92% retention rate, Paragon Payroll demonstrates high client satisfaction and loyalty. In practical terms,THIS rate means that nearly all of our clients choose to stay with us year after year, which is a strong indicator of the value and reliability we provide. This rate surpasses industry averages and demonstrates our dedication to meeting the unique needs of our clients, fostering long-term relationships, and consistently delivering quality solutions. 

We're here to offer you best-in-class technology and service that you rightfully deserve, ensuring you peace of mind as your business thrives. Here’s what you can expect in the initial stages of our partnership:

The Call to Adventure: Transition from Sales to Implementation

1.1 Sales Team Handoff to Implementation Team
Welcome aboard! You've just signed on with Paragon Payroll and you're excited about the possibilities ahead and ready to streamline your payroll processes. Right after signing your contract, our friendly sales team will gather all the essential details and hand you over to our dedicated implementation team. We understand that getting everything in order can be challenging, but we're here to help you navigate it smoothly.

 1.2 Welcome Call
This is the critical first step: the welcome call. It's here that Paragon's dedicated implementation team takes up the torch, ensuring a smooth transition to the next phase of your journey.

Who should attend from your team? Anyone involved in the implementation process—from owners and C-level executives to payroll, benefits, and finance personnel. External parties like CPAs, benefit brokers, and bookkeepers are also welcome to join, ensuring a comprehensive approach to your payroll needs.

What to expect:

• During the welcome call, we gather together to set the stage for our journey ahead with Paragon Payroll. First and foremost, we outline what you can expect during the implementation process. This is our chance to clarify each step, ensuring that everyone involved understands their role and the milestones we aim to achieve together.
• Next, we delve into the timelines that will guide us to our first live check date. Just like plotting a course on a map, we establish key dates and checkpoints, ensuring we stay on track to deliver your payroll accurately and on time.
• As we continue our discussion, we identify any additional data requirements essential for setting up your payroll system effectively. Whether it’s specific employee details, tax information, or other necessary documents, we make sure everything is in place to facilitate a seamless transition.
• Lastly, we schedule comprehensive team training sessions. These sessions are designed not only to familiarize your team with Paragon’s systems but also to empower them with the knowledge and skills needed to navigate and utilize these tools effectively. It’s about ensuring everyone feels confident and prepared as we embark on this journey together.

1.2 Assigned Implementation Representative ('Go-to Contact')
Within 24 to 48 business hours, you’ll receive an email to schedule your welcome call. This is where you’ll meet your awesome implementation team. We understand you’re busy, so we offer several time slots to fit your schedule. Get ready to blaze through this setup!

1.3 Account Setup / Verification
Your implementation representative will guide you through setting up and verifying your account. We know it might seem like a lot, but we’ll make it easy and straightforward, ensuring everything is perfectly tailored to your business needs.

Step 2: Employee Changes Verification

We get it—managing employee changes can be a hassle, and overwhelming, especially during a transition. Here’s how we make it easy:

• New Hires and Terminations: For new hires and terminations, make sure to tell us so that updates can be made to ensure ongoing accuracy. You can count on us to manage these transitions smoothly and efficiently, allowing you to focus on what matters most—your business. Additionally, if you need assistance with recruiting new talent, we have close partnerships with experts who can help, ensuring a comprehensive solution for your staffing needs.

Step 3: First Check Date

The first check date marks the completion of the initial payroll run using our system. We understand how critical this is, and we’ll make sure your employees receive their paychecks accurately and on time. Celebrating this milestone will be a real high point!

Step 4: The Implementation Process and Timeline

Now, let’s break down what we mean by “the implementation process”.

When we say "implementation process," we’re referring to the steps we take to set up and launch your payroll with Paragon Payroll. This includes tasks like gathering your business information, configuring our systems to fit your needs perfectly, and ensuring everything is ready for your first payroll run. Think of it as customizing your payroll experience to fit like a glove for your business.

Our team is here to guide you through each step, making sure everything is clear and seamless. By working together, we’ll ensure your transition to Paragon Payroll is effortless and stress-free.

If you have any questions or need further clarification, just reach out to your implementation representative. We’re here to help and make sure you’re confident every step of the way.

What We Need From You:
To make everything as smooth as possible, we need your cooperation to provide:

Data and Access: During the welcome call, we’ll outline the specific data requirements and deadlines, including:

• Employee census information
• Tax returns
• Payroll registers

We’ll also provide a timeline for when we need these items. If it’s more convenient, you can grant us access to your current payroll provider for data retrieval.

Our Guarantee:

• Training Sessions: Comprehensive training sessions ensure you and your team are confident in using our payroll systems effectively.
• First Payroll Processing: On the day of your first payroll processing, our team stands ready to provide guidance and support to ensure a seamless conversion.

Step 5: Ongoing Assistance

We are committed to your success:

• Our "Follow the Sun" support model, available from 8:30 am EST to 5:00 pm PST, ensures that 95% of our clients can reach a live support representative. Additionally, 87% of calls are answered within 30 seconds. No matter where you are or what questions you have, we are here to ensure your peace of mind.

Paragon: Your Payroll Partner

We’re thrilled to embark on this journey with you. At Paragon Payroll, our priority is delivering exceptional service and support to ensure your transition is seamless and efficient. Welcome aboard!

By following this guide, you’ll have a clear understanding of what to expect and how to prepare for a successful implementation process with Paragon Payroll. If you have any questions or need further assistance, your implementation representative is here to help every step of the way.