Checklist
Checklist: How to Change PEO Providers
PEO
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In this checklist:
- How to assess your current PEO and determine if it meets your business needs
- Key factors to consider when selecting a new PEO provider
- The best way to develop a transition plan to avoid payroll and HR disruptions
- How to migrate data securely and ensure compliance with payroll taxes and benefits plans
- Strategies for communicating with employees about new benefits and enrollment periods
- How to onboard your HR team and employees onto the new platform for a smooth transition
Make the switch to the right PEO—smoothly and strategically
Switching from one professional employer organization (PEO) to another can be a complex process, but with the right plan, you can minimize disruptions and maximize benefits for your business.
Our step-by-step checklist helps HR teams, business owners, and payroll managers navigate the transition efficiently—ensuring compliance, smooth onboarding, and uninterrupted employee benefits.
This checklist is ideal for:
- HR professionals and payroll managers looking to streamline the PEO transition process
- Business owners and decision-makers evaluating new PEO providers
- Small businesses and startups considering HR outsourcing to reduce administrative burdens
- Companies facing compliance challenges with their current PEO
- Organizations planning a mid-year transition to improve their benefits packages and HR services
Why download this checklist?
- Avoid costly mistakes: Learn how to handle termination clauses, deductibles, and pricing models when switching providers.
- Ensure compliance: Get guidance on state registration, risk management, and legal compliance during the transition.
- Simplify onboarding: Step-by-step insights on HR outsourcing, in-house functions, and employee training for a new provider.
Download the free checklist today and take control of your PEO transition process.
Why choose Deel as your next PEO?
Deel offers comprehensive PEO services designed for small businesses, startups, and growing enterprises. With Deel, you can consolidate HR services, payroll processing, benefits packages, and compliance under one seamless platform.
Deel PEO includes:
- HR and compliance: Ensure compliance with state and federal regulations, payroll taxes, and HR functions.
- Payroll and benefits: Streamlined payroll processing, retirement plans, health insurance, and workers’ compensation.
- Tech-enabled efficiency: A single HRIS platform for employee management, benefits administration, and onboarding.
- Expert support: Dedicated HR and payroll specialists to guide you through every step.
Switch to Deel for a better, more secure, and scalable PEO experience.
FAQs
How do I choose a PEO?
Selecting the right PEO involves evaluating pricing, services, compliance expertise, and technology integrations. Look for PEO providers with strong industry reputations, comprehensive HR solutions, and a proven track record in risk management.
Who owns the employees in a PEO?
In a PEO arrangement, the employer retains ownership and control over employees while the PEO handles HR functions such as payroll, benefits administration, and compliance.
What is the difference between a PPO and a PEO?
A PPO (Preferred Provider Organization) is a health insurance network, whereas a PEO is a full-service HR and payroll provider that supports businesses with compliance, payroll, and benefits management.
Who should use a PEO?
Scaling businesses of all sizes, especially small businesses and startups, benefit from a PEO’s ability to streamline HR services, payroll processing, and employee benefits management. Companies entering the US for the first time often use PEOs to support their entities and local employees.
Does Deel offer PEO services?
Deel provides full-service PEO solutions, including payroll, HR outsourcing, benefits plans, risk management, and compliance support. Book a demo to see how Deel can support your HR and payroll needs.
