Client Transition to Service Process

The purpose of this document is to define the process to transition a new client from Implementation to Service.

Implementation Specialist:

• Creates account transition ticket:
  • Name = "XXXXX Transition to Service"
  • Snippet = "Transition to Service" and completes/updates notes throughout the implementation process
  • Products = All applicable products being transitioned
  • Category = "Account Transition"
  • Sub Category = "Implementation in Progress"

• Determine if client is ready for transition to service, ask the following questions to evaluate readiness:
  • Minimum of 2 payrolls have been shadowed and processed successfully
  • What is clients comfort level in system? Do they know how to process a payroll, add employees, etc.?
  • Are there any open items still pending on your set up?
  • How was their training?
  • How was their implementation experience?
  • Is client aware of deadlines?
• Assign ticket to Implementation Manager 

Implementation Manager

• Sends note to Client Service Managers to assign
• Pipeline = "Service"
• Sub-Category = "Ready to Assign"

Client Services Manager:

• Assess appropriate Representative within Service and adds Note within ticket informing Implementation Specialist of assignment
• Assign ticket back to Implementation Specialist
  • Sub-Category = "Ready to Transition" (if no additional work or follow up is needed)
  • Pipeline = "Implementation"

Implementation Specialist & Service Representative:

• • Conduct internal meeting with assigned service representative to review client
  • Conduct phone call with client to hand off 

Implementation Specialist:

• • Updates CSR Field in UKG Ready

Implementation Manager

• Sends Implementation Survey

Service Representative:

• • Sends follow up email to client using email template "Transition to Service Follow Up Email"