Key questions

To ask about the switch

Key questions to ask about the switch

1. How long will it take to switch?

This can range from four weeks to a few months depending on who you choose. This could be a deciding factor for you if they can’t deliver the switch within your timeframe.

2. How will the switch be managed?

Here, you’re looking for a provider to talk about their dedicated implementation team. Ask for examples of customers who recently switched to them - how did it go? What did the provider do, and what did the customer need to do?

3. How much time do you need from us?

You will of course be required to give some time and energy to the project of switching. However, it shouldn’t be much more than a few days’ work for you.

4. When should I switch?

A provider may encourage you to switch right away. Or, if they have a backlog of new customers to onboard, they may delay things. But you need to consider: when is the best time for you? The new financial year might be logical. Just be sure to avoid your peak payroll periods.

5. What training and support do you provide?

One of the hardest things about switching is the move to a new system. Ask about onboarding and find out how they’ll help you to embed the new solution with ongoing training and support.

Example scorecard

Features and functionality
How easy-to-use is the software? Can I easily access analytics and reports? Is the employee self-service intuitive? What manual calculations will I be required to do? What processes can be automated with your software, e.g. leave approvals?

Technology
Does it integrate with other software e.g. HR, Time & Attendance, or Expenses? Is the software cloud-based or on-premise? What software updates do you carry out? Is the software mobile responsive?

Customer service
How do I get support? Phone, email, tickets? Will I be able to contact your payroll experts when I need them? How big is the team of payroll experts who will help me and answer my queries? What qualifications do the payroll team have?

Reputation
Who can I contact to obtain a reference? What do your current customers say about your payroll software and service? What is your Trustpilot rating?

Switching
How long will it take to switch? How will the switch be managed? When should I switch? How much time do you need from our side? What training and support do you provide?

Provider 1

Provider 1 | Provider 2 | Provider 3

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