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How to Smoothly Shift Your Business to a PEO: Step-By-Step Instructions

Download the PEO Transition Toolkit Today.

How to Evaluate, Select, and Move to a PEO

Whether you’re leaving a PEO or moving to a PEO for the first time, you’ve taken the initial steps, done your due diligence, and found the perfect partner for your organization. Now, it’s time to shift your focus toward ensuring a successful move to your new service.

Introducing our all-encompassing toolkit designed to guide you through every facet of the move. Gain a deep understanding of what the shift involves and how you can maximize the benefits of this exciting phase.

Reveal invaluable insights and a step-by-step PEO transition checklist to guide a smooth process.

Step 1:

Prepare for the PEO Transition

Step 2:

Understand the Client Services Agreement

Step 3:

Craft a Comprehensive PEO Transition Plan

Step 4:

Communicate Clear Employee Expectations

Step 5:

Implement a Seamless PEO Transition

Step 6:

Maintain Records and Documentation

Although much of the workforce is beginning to return to the office, there are still many employees that would feel more comfortable working from home. If this is the case for your employee roster, it’s vital to have a plan in place in an effort to effectively manage your teams.

We believe it is more important for you to focus on running your business rather than spending the time to create a new policy. To save you time, we’re providing you with this free Work from Home Policy Form.

Whether your employees want to work from home due to COVID-19 safety precautions, to take care of a loved one, or for any other reason, the Work from Home Policy Form will help fulfill your needs.

For the Employer Section

This section of the Work from Home Policy Form is solely for the employer to fill. Included in this section are subsections such as Employee Type, Reason for Request, Remote Work Consistency, Remote Work Schedule, Check-in Schedule, Dress Code, and Equipment Approval.

Each subsection provides easy-to-understand options so there is no confusion while filling the form.

The form is able to be printed and reused as many times as an employer needs. Of course, this is dependent on the request received from an employee.

For the Employee Section

Similar to the employer section, the employee section is solely for the employee to fill. It begins by asking the employee to input standard information that acknowledges that they understand the agreement is only good for the amount of time set by a supervisor. Furthermore, it states that the agreement is subject to change if the work from home guidelines are not met.

This section of the Work from Home Policy Form also includes a Policy Acknowledgement subsection, a Guideline Agreement subsection, and an Equipment Provided subsection.

The Policy Acknowledgement subsection is an understanding that the employee is aware of your company’s general policies that should be detailed in your employee handbook.

Signed Agreement

To finish the Work from Home Policy Form, we provided an acknowledgment area for the employee and supervisor to sign. As you may have assumed, this section outlines the start date of the agreement and a disclaimer explaining that the employee is required to follow all of the rules and regulations outlined in the form.

More from VensureHR

If you found this resource to be helpful for you and your business, please visit Vensure to discover more. As a professional employer organization (PEO), we are experts in the human resources field and have everything your business needs to grow and thrive.

Whether you need assistance with recruiting, interviewing, employee burnout, retirement planning, or anything else HR-related, we’re here to help.

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