Your premier HR partner
Let us take on your HR functions so you can strive for greatness.
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What Does Hiring a PEO Look Like?
Joining the right professional employment organization saves time you can put to better use. If you’ve been on the fence about hiring a PEO for the help you need in HR, it’s time to take a look at just how easy it is to partner with Syndeo and the numerous benefits you will find once you do. Hiring a PEO can be an exciting next step for growing businesses. While there is a lot of information to collect when you onboard, you will find it is well worth the effort to delegate your HR tasks in order to free up your time to continue pursuing business growth. Onboarding with a PEO like Syndeo gives you the peace of mind that no details are overlooked as we are there to clarify any questions you have for every step.
Our transition to a PEO solution is carefully structured—we’ve turned every step into a seamless, proven process. By introducing a detailed roadmap, we give you clear visibility into where you’re at in the transition, what comes next, and what to expect throughout. This clarity not only ensures nothing falls through the cracks but also makes the journey more transparent and stress-free for everyone involved, allowing you to focus on the future with confidence.
Once you’ve decided Syndeo is the right fit as your PEO partner, we’ll hold a welcome meeting where you can get to know the rest of our team. Building on what we learned during the sales process, we’ll dive deeper into your business so we can shape our services around your exact needs. You’ll meet the experts who will be with you throughout your onboarding, each bringing specialized knowledge to make your transition smooth:
Including our executive team in your welcome experience shows how much we value your partnership. Your success and profitability matter to us, and we’re committed to lightening your HR workload so you can focus on what you do best. Our goal is to make sure you feel comfortable and all of your questions are answered as the onboarding process kicks off. Our Client Success Engineer manages the entire process to make sure you have an exceptional onboarding experience.
Together, we’ll map out an onboarding timeline with clear, shared goals, and milestones. We’ll also create your secure MyPortal account, which will serve as both your central resource and a step-by-step guide for submitting information. In the portal, each document is its own task with a checkbox to mark when finished. Everything is neatly organized so you can find what you need quickly.
One key difference?
Unlike other PEOs and outsourced HR firms, our team is there to help every step of the way. We don’t hand you a platform and walk away. Our team handles the initial setup for you—building the system, inputting data, and configuring it based on your needs—so you can focus on your business instead of technology. We are available to answer all your questions, troubleshoot any problems, and make sure the process is as painless as possible.
After the welcome call, our team will review each section as you upload the documents. Then we will schedule an implementation meeting to gain further clarity. This in-person meeting is usually scheduled at our Syndeo office, but can be held virtually for clients outside the region. Each department team member will ask clarifying questions about the uploaded documents, company processes, and employee needs. By holding this meeting in person, we’ve found that communication is clearer, fewer details are missed, and questions are answered more completely.
Following the implementation meeting, we host a session focused on all things HR. We walk through your employee handbook in detail, making sure every policy is up-to-date and compliant with current labor laws. Ideally, we will meet at your business location for this meeting so we can tour your facilities, verify that required labor law posters are properly displayed, and address site-specific questions on the spot.
Once your company is set up, we extend that same level of care to your employees. As part of onboarding, we can come on site to host an all-staff introduction so employees can meet our team in person, or we can simply assist with general communications to help your staff understand who we are and how we’ll support them. Our team will also help them understand the tools and resources available so they feel confident using the systems from day one. We want everyone to understand how we’re here to assist—answering questions, providing guidance, and ensuring a smooth HR experience for your organization.
The HR team will briefly review the employee portal features available to your employees—such as paystubs, W-2s, benefits, and retirement plans—and how to navigate it. Employees will receive a packet with a short overview of Syndeo’s support, important payroll dates, and how to access the secure platform and mobile app.
Once your employees are successfully uploaded to the secure employee portal, we like to conduct two rounds of parallel mock payroll runs alongside your existing payroll. Mock payrolls coincide with the employee orientation, usually about a month out from the first pay date. This process enables us to verify that the results are consistent, identify any discrepancies, and address any issues before transitioning fully to the new system. Our goal is to ensure a smooth, accurate, and seamless payroll experience from day one.
White-gloved hand holding for every step.
Transitioning to a new HR partner can seem like a daunting task for any business owner who must manage the transition and the day-to-day business tasks. While not everyone will experience challenges, we know that a lack of hands-on support can quickly derail even the most promising transition. It’s the reason we put such an emphasis on being there for our clients every step of the way—not just during onboarding, but throughout their entire journey with us.
In fact, this commitment to accessibility and guidance was the deciding factor for a client who initially chose another provider. We once courted a potential client who ended up choosing another HR partner. Unfortunately, after signing with that provider, they quickly found themselves struggling—left to navigate a complex platform with little guidance or support and without a dedicated contact for troubleshooting. Frustrated by these challenges, they recalled that during our Syndeo demo, our team emphasized the hands-on support we provide throughout implementation, including step-by-step assistance and proactive help entering data and understanding the system. Recognizing the value of our structured, white-glove service, they reached back out and ultimately partnered with Syndeo—gaining the reliable, personalized support they needed for a successful HR transition.
One contact for all things HR.
Managing all the moving parts of a business can be overwhelming—especially when you have to juggle multiple contacts for benefits, workers’ comp, timekeeping platforms, and employment law advice. One of the greatest advantages of partnering with Syndeo is the ability to centralize and streamline these processes. Rather than coordinating with separate brokers and vendors for each aspect of HR, you’ll have a single point of contact for all your needs. This consolidation saves you time, reduces stress, and ensures that information flows seamlessly, allowing you to focus on what matters most: growing your business.
Our goal is clear communication.
Our process is designed to have clear communication at every step. From assigning specific tasks to following up on to-be-completed tasks, our Client Success Engineer guides you through your onboarding process to make sure nothing is lost. The ease of use of the MyPortal platform, with each individual step outlined and ready to be checked off as it is completed, gives you confidence that every task is followed up on and checked. And if you ever have any questions about the process or about a specific piece of information, you can expect our team to reach out to make sure that they are answered right away.
Onboarding with a PEO doesn’t have to be a headache.
Once your business is onboarded to our Syndeo system, your HR experience will be smooth sailing. In addition to making the process of coming on board as a Syndeo client extremely easy, we also know that our bespoke service makes staying in business easier. At least as far as your HR is concerned. Our team keeps you informed of employment laws and changes that will affect your business. We notify you of potential legislation and its potential effect on your employees. We can periodically review your employee handbook and develop new company policies as needed within your organization. We can create job descriptions that are both practical and compliant, ensuring your employees have clear expectations of their roles.
Partnering with Syndeo means you’re free to direct your energy where it counts—running and growing your business—while we handle the complexities of HR compliance. You’ll have the peace of mind that comes from knowing every compliance requirement is met, so you can focus on what you do best.
What questions or concerns do you have about transitioning to a PEO? We’d love to hear from you! Email us to get all your questions answered.
Let us take on your HR functions so you can strive for greatness.
Contact us.
