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Switching to a PEO: Implementation Checklist

Prepare for a smooth move to (or between) a PEO — from documents and timeline to first payroll and go-live.

What’s inside

Before you sign
Gathering your documents
Planning the transition
Onboarding to the platform
Go live & follow up

This resource is a general guide — not legal, tax, or HR advice. Confirm specifics for your business with qualified counsel, a licensed CPA, or the relevant agency.

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