New Client Timeline & Resources
We know onboarding with a new partner can be scary, so we've outlined what you can expect during your transition to our services. We are excited to have you onboard and welcome to Whirks!
Step 1
Kick-Off Call
During this call, you and the operations team will:
- Fill out your New Client Information Form
- Request Access & Login to your previous payroll system
- Outline your Go-Live Date
- Request your Employee Handbook and PTO Policies
- Optional: Download the Accrual Plans Survey
Step 2
Data Conversion
During this step, our team:
- Converts your past payroll data into our system
- Reach out if we need additional info (like pay rates & departments)
- Build out your client shell so we can begin training
Step 3
Schedule Trainings
After 2-3 weeks, it's time to schedule training based on the modules you purchased.
Training happens the week before your Go-Live Date. Our team initiates this step when it's time to get going! Your possible trainings may be:
- Onboarding training
- Time & Attendance training
- Payroll training
- Manager & Supervisor training
Step 4
Login & Get Started!
You've had your first trainings, and now you can access iSolved. Be sure to:
Bookmark our login page for easy access
Save help@whirks.com and 901-752-2422 to your contacts
Get in touch with your customer success specialist (if you need help!)
Step 5
It's Go-Live Day!
Congrats!
You've processed your first payroll with us, so take a break, relax, and savor a moment of success. Enjoy processing your first payroll with your new team!
Step 6
Announce Employee Self-Service
Your employees can now access their information.
You can give them access to see their W2s, pay stubs, and even make changes to their info. Be sure to check with your customer success specialist to see if Self-Service has been turned on. If it has, you can use these template emails to make the announcement to your staff.
Step 7
Schedule Your 1st QBR
A Quarterly Business Review (QBR) is a 30-min zoom call with your Client Success Specialist.
During this call, we'll discuss how your transition has been, what you still need help with, and anything else you want to discuss. We recommend scheduling this 60 days out from your Go-Live Date, since you'll be more familiar with our team and processes by that point.
Meet your Team!

Kacie
Client Success Manager
Fun Fact:
She once conducted two dolphins in singing "Happy Birthday" to me.
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kacies@whirks.com

Mike
Chief Operating Officer
Fun Fact:
He was on an undefeated basketball team as a kid!
--
mikes@whirks.com

Greg
HRO Manager
Fun Fact:
He jumped out of the very first plane he flew in.
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gregh@whirks.com

Tammy
Payroll Tax Specialist
Fun Fact:
She's a big cat-lover!
--
tammyh@whirks.com

Tomarro
Client Success Specialist
Fun Fact:
Took a Judo class in college & spent a full week learning to fall (without injuring ourselves) -- never been so sore in my life!
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tomarroc@whirks.com

Rose
Client Care Coordinator
Fun Fact:
She's a die-hard Green Bay Packers fan!
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roseh@whirks.com

Melissa
Client Success Specialist
Fun Fact:
She once hid a stray cat in her childhood bedroom for a week... with a whole family allergic to cats!
-
melissal@whirks.com

TJ
Client Success Specialist
Fun Fact:
He is the tallest, loudest, and most competitive of his 4 siblings!
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tjn@whirks.com

Tara
Client Success Specialist
Fun Fact:
She could easily eat Mexican food every day and not get sick of it!
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taral@whirks.com