PEO Transition

Minimize disruption and optimize processes as you transition from PEO to in-house HR.

Professional Employer Organizations (PEOs) can be a great option for companies when they first launch; however, as companies grow, the costs may outweigh the benefits.

PEO Transition Services

BPM’s HR & People Services specializes in managing the transition away from PEOs. This process requires careful planning and execution to ensure continuity of HR services and employee benefits. Our PEO transition consulting professionals take the headache out of this complex and often daunting undertaking.

Benefits of our PEO transition services

  • Smooth transfer of employee data and payroll systems
  • Minimal disruption to daily operations
  • Expert guidance on legal and compliance issues
  • Tailored transition plans to meet your specific needs
  • Support in communicating changes to employees
  • Assistance in establishing or restructuring internal HR processes

Effective PEO transition management

Let us guide you through your PEO transition, ensuring a seamless shift that positions your organization for success. The following important steps are necessary when executing a PEO transition, and BPM is here to manage the project every step of the way and set you up for success:

  • Payroll transition — processing, taxes, direct deposit, accruals, leaves, reports
  • Employment Practices — offer letters, classification, I-9, onboarding, forms, files, orientations
  • Health and Retirement Benefits — plan design, enrollments, payroll deductions, applications, flexible plans
  • COBRA — vendor selection, records, transition process
  • Compliance — policies, practices and handbook development
  • HRMS — select, design and configure new system, workflows, training
  • Risk Management — unemployment, state disability, employment claims
  • Communication and Training — overall project management

Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.