Switching payroll
Switch payroll without inheriting unexplained balances.
Runbook’s prototype organizes the prior records, YTD wages, tax accounts, deposits, deductions, corrections, and year-end obligations a future provider switch must reconcile before the first new payday.
CUTOVERPrior provider record
WagesYTD by worker
Taxeswithheld, deposited, filed
Gapshold before import
A payroll switch is not just setup.
It is the handoff between two payroll records. Runbook should know what it is inheriting before it runs payroll.
1Prior-provider exportRegisters, paystubs, filings, tax deposits, deduction reports, and open tickets.
2Carryforward mapWorker, company, tax, deduction, benefit, and year-end values ready to load.
3Gap listFacts that need support, advisor, agency, or provider follow-up.
4Runbook startMove into early access, review, or a limited payroll setup path.
Start with the records you have.
Runbook will identify whether the first step is full-service payroll fit, switch review, or evidence cleanup.
See switch prototype