Switching providers
Switching social secretariats: the complete checklist
Switching social secretariats requires thorough preparation with documents, a clear schedule, and documented responsibilities. Here is our step-by-step framework for employers.
Salerys Team · Payroll management & HR administration ·
1. Gather contractual documents
Start with your current agreement. Notice periods, commitment terms, and data handover conditions vary significantly between providers.
- Service contract and fee schedules
- Current terms and conditions
- Letter of engagement and granted mandates
- Billing history for the past twelve months
2. Map your payroll reality
A realistic timeline depends on your complexity: headcount, worker statuses, joint committees, working arrangements, and active special cases.
3. Identify data to recover
Data accuracy determines the success of the handover. List what needs to be retrieved, from whom, and when verification must take place.
- Employee master data relevant to calculations
- Year-to-date payroll records and cumulative totals
- Leave balances and absence trackers
- Contractual details and active benefits
4. Set the cutover date last
Never commit to a start date before verifying feasibility. Where warranted, enhanced validation or parallel run testing is scheduled prior to the first live payroll run.
This content is for informational purposes only and does not constitute individual legal advice. For your specific situation, contact us.