PEO Setup

PEO (Professional Employer Organization) Onboarding Setup

The PEO setup includes up to 6 hours of discussions / email correspondence with the client regarding the benefits investment strategy, namely:

  • What are benefits classes
  • What are employees insurance status
  • What should be the company’s participation
  • What are the different benefits available to US employees?
    • Medical
    • Dental
    • Vision
    • Life insurance
    • ST/LT disability

The PEO setup also includes up to 10 hours of work on the PEO platform, creating:

  • The Company Site Setup:
    • All company details and locations
    • Pay frequency, pay periods and check dates
    • Departments
    • Standard vacation /PTO, including mandatory sick days if applicable
    • Holidays and floating holidays
    • PTO accruals and carryover
  • The Benefits Model:
    • Creation of benefits classes
    • Defining all company participation, including limits
    • Setting up the default class
    • Sending the model to the library
  • Setting up all employees onto the PEO:
    • Collecting offer letters and Personal information forms
    • Entering all data
    • Defining the Workers’ comp code
    • Completing the new hire process
    • Notifying employees and checking they obtain their login
    • Obtaining eligibility documents and verifying their I9
  • Initiating the first payroll:
    • Checking that all base salary and hourly entries are correct
    • The first payroll won’t include commissions and reimbursements

Please note that time beyond the allocated hours or services not included in setup will be charged as HR Consulting.

PEO Setup

GoLAN started working with PEOs in 2008 and has helped dozens of companies join the PEO platforms, by providing seamless setup and managing the ongoing relationship. As in-house HR Business Partners to your company, we know which steps to take to align the HR/payroll infrastructure with your business needs.

PEO 401K setup
You may decide to provide a 401K plan within a few months of your initial onboarding, or later on when the Company has a large number of employees. We will support the process with the following tasks:

  • Provide advice and market intelligence relating to plan set up and employer contributions (up to 3 hours)
  • Schedule and participate in calls for plan set up (up to 2 hours)
  • Fill out required documents, which will be sent to client for final approval (up to 6 hours):
    • AAA – Adoption and Acceptance Agreement
    • Multiple Employer Plan Checklist for the Participating Employer
    • 401k Notice of Testing
  • Ensure that the plan is correctly deployed after the setup (up to 2 hours)