Switching payroll
Runbook is building a guided transfer that checks prior payroll, taxes, filings, deductions, and open issues before the first new payday.
When you switch payroll, someone has to own the handoff. Runbook is designed to make sure nothing important falls between providers.
The largest providers turn over a large share of their clients every year, so the handoff is a routine event that deserves a routine standard.
Paychex reports payroll client retention of 82% to 83% of its beginning client base for fiscal 2026. Every one of those switches is a handoff of year-to-date wages, taxes, deposits, and open issues between two records.
Paychex Form 10-K, fiscal year ended May 31, 2026Figures reviewed September 2, 2026 against the cited primary sources. They describe the payroll industry, not Runbook results.
The customer supplies the records and decisions only they can provide. Runbook’s planned job is to organize the transfer, reconcile the opening position, explain every gap, and keep the next step visible.
One accountable handoff, no repeated requests, no unexplained imports, and no surprise on the first payday.
A named owner coordinates the plan, requests, open questions, and status updates across the customer, prior provider, advisor, and Runbook.
Every item says what is known, what is missing, why it matters, who owns it, and the next date that matters.
Prior-provider data is not trusted merely because it was exported. Differences are reconciled or clearly carried as open.
The planned service includes cutover review, contingency planning, first-payday coverage, and post-payroll reconciliation.
Provider transfer and live payroll service are not yet generally available. This page describes the customer standard Runbook is building toward. See current product availability.
Tell us who you pay, where you operate, your current provider, and the payday you are planning around. Do not send sensitive payroll records by ordinary email.
