Integration Timeline
From Wageloch Wiki
Step | Who | When | Process |
---|---|---|---|
Agreement Received | Sales Team/Client | N/A | Proposal and agreement are signed by both the Wageloch sales representative and client. |
First Contact | Implementation Specialist | Within 2 business days of agreement being received. | Implementation specialist is assigned to the account and client called to discuss setup and timeline dates. Integration appointment booked and award template sent. |
Award Template/Setup | Client | Within 2 business days of scheduled integration | Client to fill out the award template and return back to implementation specialist or the Awards Team. |
Integration | Implementation Specialist/Client | Booked date/time | Implementation specialist will assist with creating the link between Wageloch and nominated payroll service. Training and first payroll booked with confirmation email. |
Training | Training Specialist | Booked date/time | Training specialist will spend up to 90 minutes showing attendees how to use Wageloch. Post training email will be sent with reference material. |
First Payroll | Implementation Specialist | Booked date/time. | Implementation specialist will guide client through first payroll export. Should issues appear, they will be rectified during this appointment. Client is welcome to have additional guided payroll sessions until comfortable. |
Check Up | Implementation Specialist | 2-3 months after first successful payroll | Implementation specialist will ask if you have any questions, concerns or feedback about Wageloch. |