What To Expect as a New Client

This guide will walk you through what to expect as a new client of Journey Payroll and HR and the first few weeks after signing up for payroll.

We're excited to have you on board! Welcome to Journey! So, what comes next?

You will begin in our implementation department. Implementation has several steps: pre-payroll, there's your first payroll, and there's the training phase.

During pre-payroll there are a few things that happen. Internally at Journey we are busy at work on your paperwork. We cross check all the information you’ve turned in. We then build your company profile, along with any employee profiles in our Journey Central system.

We also involve you at this point. First, you'll get an introduction to your implementation specialist. Any missing information or items we have questions about we will reach out to you for clarification.

During this time, your admin accounts are created, and login instructions are sent for Journey Central, PPX, time clock, any other modules you may have signed up for. Finally, e-mails are sent out to company employees to set up their portal access.

It is critical during this time to pay attention to all communication from Journey. We will not be reaching out with promotional e-mails and will not be trying to upsell you. Every communication that you receive from Journey is necessary to get your payroll up and running.

You will receive several e-mails during this time. As an administrator, you will need to set up accounts for each module that is included with your payroll. You will only need to set up these accounts one time. Once the accounts are set up, there will be one single sign on through our Journey Central platform. You will not need to remember all these individual account logins.

Once setup is complete, we're ready to run the first payroll! What does that look like?

The first step is that Journey’s implementation team requests the payroll details from the client. The details they will request are the hours, the pay, the reimbursements, the sick days, anything that is going to be accounted for on this first payroll.

You, the client, respond with those details. Our implementation team generates a pre-process report. The pre-process report shows everything that's going to be on the payroll: the gross pay, the net pay, any deductions, any bonuses or adjustments. Of course, it also includes the total bank requirement to process payroll.

It's common for minor corrections to be made during this time. This process can repeat as often as needed before we finalize payroll.

Once we have final approval from the client or the client's point of contact, we issue the paychecks and direct deposits. One important note here is that Journey does need final approval by 1 p.m. mountain time. Two business days prior to the check date. Any later than that does risk having a delayed paycheck.

Now that we have everything set up exactly how you need it for your company, it's time to get you into our system, and trained in how to engage our software. We do training live on a remote session, and we usually plan for around 30 minutes to an hour, depending on how complex your payroll is.

You have now completed pre-payroll, first payroll, and training. You are now through the implementation phase with Journey.

The next step is you'll be introduced to your customer support specialist, who will be your main point of contact at Journey moving forward.

If there are any questions, feel free to reach out to your salesperson or your implementation specialist.