How to notify Guideline you are changing payroll providers

How to notify Guideline you are changing payroll providers

 

If you have recently changed or are planning to change payroll providers, update your payroll provider information directly from your Guideline Administrator dashboard to notify us of the change. 

  1. Log in to your Guideline administrator dashboard.
  2. Navigate to the Payroll tab at the top of the page.

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  1. Click "Change Payroll Provider."

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  1. Follow the steps to provide all necessary details.

If you are switching to a payroll provider not currently integrated with Guideline, our team will reach out with additional instructions once the steps above are complete.

 

How far in advance should you complete the Payroll Change workflow above?

If you are moving to a full 360 integrated payroll provider, please complete the payroll change workflow at least 1 week prior to your first payroll with your new provider.

If you are moving to a 180 payroll sync payroll provider or a self service payroll provider, please complete the work flow at least 2 weeks prior to your first payroll with your new provider. 

If you have already had your first payroll with your new provider, please complete the workflow as soon as possible. Additionally if you offer an employer match, please reach out to us and provide the payroll report(s) for any payroll you’ve already had with the new provider to ensure any missed employer contributions owed to participants are calculated.  




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