How to Identify When It’s Time to Leave a PEO

Find out how to prepare your organization for a smooth transition to an in-house HCM solution.

How can you tell if your organization is ready to transition from a PEO to an in-house human capital management (HCM) solution? Learn the key signs that indicate you’re ready and use this 14-point checklist of steps to take when leaving a PEO.

When your organization reaches a certain size and is geared for growth, you likely have outgrown your professional employer organization and should evaluate bringing HR in-house with an HCM solution. Key items to consider include cost, technology, compliance, and minimizing disruption.

The detailed checklist of steps to take when leaving a PEO includes actions such as:

  • Establish applicable state and federal unemployment tax withholding accounts
  • Ensure your HCM is set up to handle federal forms and manage wage garnishments
  • Ensure the proper healthcare reporting requirements are met

Download this informative piece to learn the 14 steps that can help you smoothly transition from a PEO to an in-house HCM solution.

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