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!

Intro to Implementation

Ongoing Support

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 1

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 2

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 3

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 4

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 5

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.

Click here to download email templates.

Adaptive Employee Self-Service Instructions & Video

Step 6

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.