Client entry page

Revised policy: This form is now to be completed by TSRs as the last step of the transition process. Completing this form will automatically trigger an email to each contact notifying them their transition is complete and they are now live in our system and ready to process payroll.

Form instructions

• The form must be submitted for EACH contact associated with the client.
• Hitting the SUBMIT button at the end will give you a confirmation message and a link to reload the form to enter a new contact.
• Fields with an asterisk are required. 
• Collecting emails from all our contacts is mandatory. Our system won't allow us to submit forms without an email address. If the contact does not have an email address, please use their first and last names followed by @noemail.com. Example: CJ Maurer would be cjmaurer@noemail.com.
• Please check the box for any additional products the new client has purchased with us, and do this for all contacts within each company.
• Contact your manager or CJ if you have any questions.