You have identified the features you need, evaluated the options, and finally decided on the human capital management (HCM) solution that makes the most sense for your business. While you might be tempted to breathe a sigh of relief, make it quick! Next comes implementation.
With a little preparation and flexibility you can ensure that your administrative processes continue to run smoothly while taking full advantage of the cool, new features your software provides.
We’ve assembled the following tips to help you make a seamless transition.
Communicate with your provider.
Brian Massey, a Certified Payroll Professional and Client Service Manager at Balance Point offers this advice, “The more proactive a client is with providing information, the easier the transition. Not all organizations have the same processes and workflows in place. By knowing exactly how your business operates—every detail—we can get you up and running quicker, while helping you make the most of the software.”
This is why it is so beneficial to have a single point of contact. Working with one contact or team helps streamline the process. Your customer service representative gets to know the unique nuances of your business, and you won’t waste time having to relay the same information to different people.
First things first.
Your employees need to be paid. That should be first priority. If you’ve chosen comprehensive software that handles all human capital management (HCM) tasks, payroll should be the first to be converted. Fortunately, it’s the easiest to accomplish.
You will need to provide pertinent employee information—names, addresses, social security numbers, rates of pay, bank account numbers, etc. Before you gather this information, check with your provider to find out what format is best to use.
Tackle the process in stages.
Don’t expect all processes to be transitioned all at once. Roll it out in stages. Your entire team will be involved in the implementation, and too many changes happening at once will only overwhelm them.
Once payroll has been successfully migrated, HR should be next. Robust software is not a “one system fits all,” it is scalable and customizable based on each client’s needs – something you’ll appreciate later. As a result, it will need to be built out piece by piece. Brian explains “The HR platform is essentially a blank slate, you can do with it what you want depending on your company and industry.”
Embrace the change.
To grow and evolve, all businesses must accept change. Unfortunately not everyone greets it with open arms. While your team may experience some inconveniences now, help them to see the big picture. Communicate how the upgrade in software will ultimately benefit the company.
There may be bumps in the road, but in the end, when you are reaping the benefits of the new software and experiencing greater productivity, everyone will be happy you made the switch. And you can breathe a final sigh of relief.
Discover Balance Point
At Balance Point, we are committed to making your implementation to our cloud-based HCM solution a positive and successful experience. Our Implementation Team members will take you through the process step by step. We offer a comprehensive demonstration of the software with follow-up and training sessions. Additionally, every client receives access to an online training hub, where you can find a host of resources to quickly bring you up to speed.
With Balance Point, there is no shortage of resources available to ensure your comfort and satisfaction.