Implementation:
- Schedules implementation meetings with new clients and team members to provide a warm welcome and begin the data-gathering process.
- Facilitates ongoing meetings throughout the implementation project, maintains project milestones and tasks, ensuring the client is engaged and completing tasks as assigned and by defined timelines.
- Sets priorities with client and communicates challenges or delays with the PEO internal service team.
- Analyzes and scrubs employee data files for import into PEO systems.
- Assists with new hire onboarding, monitors with client and coordinates with Benefits department in preparation for enrollment where applicable.
- Facilitates training for clients in the HRIS system, i.e. navigation, employee updates, reporting, onboarding and enrollment monitoring, HR Acton and PTO approvals, payroll submission and approvals.
- Audits billing – admin fees, credits, implementation fees and all payroll-related fees.
Payroll:
- Compiles payroll data for assigned client base (gross pay, per diem, reimbursements, advances, taxes, benefits deductions, garnishments, etc.).
- Accurately enters and maintains all client-related and employee-related information in the payroll system, including any changes affecting net wages such as exemptions, insurance coverage, direct deposit, special withholdings, etc.
- Reviews payroll data and collaborates with client to complete accurate, compliant and timely payroll based on PEO guidelines/requirements.
- Facilitates training to educate the client and their representatives on federal and state tax regulations and federal labor laws.
- Collaborates with all payroll-related internal departments and client service teams to ensure client challenges are quickly resolved and documented accordingly.
- Maintains knowledge of PEO payroll policies, wage and tax law updates and system enhancements to ensure compliance with PEO payroll guidelines/requirements.
- Maintains positive relationships with assigned clients and worksite employees to ensure that qualify payroll service is delivered to support the business and client retention.
- Maintains knowledge of all PEO service offerings to assist clients with general inquiries.
- Proactively escalates suggestions, challenges and observations to PEO management.
- May track the cost of individual projects and jobs such as direct and indirect costs, i.e. labor, materials and overhead.
Education, Skills, Qualifications, Experience/Requirements & Preferences:
- High School diploma or equivalent required.
- Associates or BA degree in Finance, Business or Accounting preferred.
- FPC Certification preferred.
- Minimum 5 years of PEO experience required.
- Minimum 5 years of payroll implementation experience in PrismHR.
- ClientSpace within PrismHR.
- Demonstrated proficiency with MS Office 365 suite of products including Word, Excel, PowerPoint and Outlook; 10-key experience preferred.
- Strong organizational skills and attention to detail.
- Ability to multi-task, establish priorities, adapt to changes and process improvement.
- Ability to work both independently and with a team in order to deliver results.
- Experience in Transportation / Trucking preferred.
Structure:
This position reports to: Implementation Manager.
Acknowledgement:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities. True PEO reserves the right to change, amend, add, delete, and otherwise assign all duties, responsibilities, and position titles as it deems necessary to meet the needs of the business.
By applying, the candidate certifies that they have read the above job description and understands the position requirements and expectations for the job assignment.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
