Question

Onboarding Template for Gusto Clients

  • 16 November 2022
  • 2 replies
  • 34 views

Hi there! I’m new to using Karbon, and I’m also a new business owner. I only offer payroll services through Gusto, and I am wondering if anyone has any advice on best practices for a client onboarding template related to onboarding a Gusto client? The onboarding template in Karbon’s library didn’t really apply. 

Any help or suggestions would be greatly appreciated!

Thank you! 


2 replies

Userlevel 4
Badge +4

Hi Gina and congratulations on your new business.  I wish you the best success!!!

Some ideas that come to my mind for you to include in a template would be:

  • An initial Client Task List for items you will need from them to get set up
  • Processes and steps for registering a new payroll user to their state and federal payroll agencies.
  • Processes and steps for gathering and getting access to state and federal agencies for someone who already processes payroll
  • Processes and steps for information to gather when transitioning a company from one payroll company to Gusto
  • Processes and steps for setting up your client for your internal invoicing
  • Processes and steps for the initial payroll run only

I am sure there is so much more but those are some ideas.  Perhaps others have items to add.

 

@MariaV Thank you for such a helpful reply! I will use this to help develop my templates. 😊

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