When is the Best Time to Switch Payroll Providers? Your Payroll Migration Checklist


When it comes to payroll service providers, there is little room for errors.

If you are seeing growing fees on your payroll invoices, have experienced glaring mistakes or feel you are not getting the level of customer support you need from your payroll company, now may be the perfect time to transition your payroll services to a new payroll provider. If you are ready to make the change and switch payroll companies, it is not as easy as just snapping your fingers. We have prepared a checklist to ensure your payroll migration is as seamless as possible.

When is the best time to switch payroll companies?

Although you can switch payroll providers any time of year, the BEST time to switch is the end of year. It makes it vastly easier to switch payroll providers when you don’t have to track down quarterly reports from the previous year.

Call 973.690.5200 for Liberty Payroll & HR or click here for a free demo!

Using January 1st as a clean slate also makes sense as it is often coinciding with employee changes that may have occurred. Lastly, new laws take effect at the start of a new year (more often than not). However, if you are faced with problems with your current vendor, mistakes, and/or difficulties getting someone on the phone to resolve your issues, you can make the change anytime.


Once the decision has been made to make the change, here are the steps you should follow.

Your payroll migration checklist:


  1. Interview and select a new Payroll Provider
  2. Review the contract details – make sure you are only paying for the services you need.
  3. Set up new system to meet your needs.
  4. Gather and migrate your historical data.
  5. Notify employees
  6. Begin running new payroll


When you are interviewing a new payroll provider you want to make sure it is going to be a good fit for both companies. Deciding you want personalized service, including the support of a dedicated representative, can eliminate a host of issues.

Here are a few questions to ask a new potential payroll provider:


  1. What payroll services do you offer?
  2. What support can be expected during and after transition?
  3. Does your service meet compliance requirements?
  4. What is your fee schedule based on?
  5. What technical support and mobile apps are available?
  6. Does your service include employees across multiple states?
  7. What is your average customer retention?
  8. Will our employees have access?


Asking the right questions is the first step in selecting the right payroll provider to fit your company’s budget and needs.


If you are frustrated with your current payroll provider and can’t get someone on the phone to solve your problems – today may be the perfect time to contact Liberty Payroll and HR at (973) 690-5200.


What are people saying about Liberty Payroll & HR

Our firm previously worked with another payroll company, that was bought out by ADP in 2020. We received proposals from other payroll companies and made the decision to work with Liberty. We are happy we did. Unlike other payroll firms, Liberty has individual representatives to assist you with aspects of payroll. You are not just a number.
They will work directly with your accountant to furnish pertinent information, track PTO for employees, assist with new employee entries, implement a (fantastic) timecard system for tracking, and more. The price they proposed was not only one of the lowest, but they also gave one-month free payroll processing as a bonus.
We also take advantage of the HR platform that answers any questions you have for a minimal fee each month. You can ask any question regarding legality of an issue or just an update on procedures and either the information is already online or answered within 24 hours. It is well worth it to have experts answer your questions with certainty. The knowledge, experience, and personal attention is not something you experience these days, however, Liberty has not disappointed, only impressed. Joana, Josh, Sonia, and Lilliana all deserve recognition for their roles in helping our firm have a stress-free run each pay period.
Liberty payroll is an excellent payroll company, and we are lucky to have them on our side.

Melissa B

Google 5 Star Review for Liberty Payroll & HR



Why are people Switching to Liberty Payroll & HR?


Liberty Payroll and Human Resources Services

As a local company serving NJ and NY, we understand your business and the laws effecting payroll and HR. We were founded by accountants, and that means accuracy is our mission. Liberty Payroll and HR continues to lead the way in outsourced payroll services throughout NJ and NYC.

Liberty Payroll and HR offers customized solutions to fit your small business needs. Our payroll and HR services are scalable! Whether your business is small or large or somewhere in between, we will customize a solution with the payroll features to meet your exact needs.


Payroll by people, not just software. Call 973-690-5200 or click here! https://libertypayrollhr.com/