Recognized on the Inc. 5000 Honor Roll of fastest growing companies in the nation, for six (6) years in a row - Engage PEO is a leading, national Professional Employer Organization (PEO) - and we continue to grow! We are seeking a full-time nonexempt IMPLEMENTATION SPECIALIST to join our dynamic team.  This position will be a part of the Operations team to be the first point of contact for new clients once the contract has been signed with with Engage PEO’s clients. The IMPLEMENTATION SPECIALIST will report directly to the Implementation Director. Duties include (but are not limited to) gathering all company and employee data from the client, configures all systems, coordinates with other Engage Team Members and vendors to ensure a smooth transition for the client. The specialist will handle payroll processing and account maintenance until the client is ready for transition to the Payroll Operations Department. This position requires excellent customer service, attention to detail, organizational skills, and payroll and implementation expertise.    

IMPORTANT NOTE: CURRENTLY ACCEPTING APPLICATIONS FOR FUTURE HIRES

LOCATION:  OFFICE OR REMOTE  

RESPONSIBILITIES INCLUDE 

• Schedules Sales Hand Off meetings with Sales and Team Members, to review client details prior to first contact 

• Schedules Implementation meetings with client and Team Members, provides a warm welcome and begins the data gathering process.  Schedules additional meetings throughout the implementation phase 

• Coordinates client’s services with other Engage Team Members and vendors, such as the Engage Insurance Agency, Benefits, Risk, IT, Finance, and Time and Attendance vendors 

• Configures client company accounts in PrismHR 

• Maintains project milestones and tasks in the project management system, ensuring client is engaged and completing tasks as assigned and in accordance with the timeline. Sets priorities with client and communicates issues or delays with internal service team and Sales 

• Addresses internal cases and tasks within the CRM system, ClientSpace 

• Analyzes and scrubs employee files for import into PrismHR to begin new hire onboarding 

• Monitors onboarding with client and coordinates with Benefits in preparation for enrollment 

• Updates Employee Details records with standard deductions, scheduled payments, retirement contributions and loans, I-9 information, and any other required information received from client, utilizing advanced Excel skills and import processes, as well as manual data entry 

• Obtains year to date information (taxes, PTO balances, retirement contributions), configures and imports data prior to first pay date 

• Self-audits all entries into the system. Follows procedures for additional management audit of certain processes 

• Reviews and analyzes current payroll processes. Provides expertise in areas for efficiency and compliance. Selects appropriate pay/deduction codes for client account and ensures T&A files are ready for import 

• Provides training to client in PrismHR – navigation, employee updates, reporting, onboarding and enrollment monitoring, HR Action and PTO approvals, payroll submission and approval 

• Ensures client managers are provided access to the Manager Portal and security and access are setup per the main client contact’s directions 

• Reviews reporting needs with client.  Matches current reporting with available canned reports in PrismHR or creates custom reports in the Engage Advanced Reporting module, Informer.  Coordinates with IT, as needed 

• Generates mock payroll reports and submits to team members for auditing. Audits billing – admin fees, credits, implementation fees, and all payroll related fees 

• Provides mock payroll reports to client for review when requested  

• Ensures client has selected a payment method and pay method is ready, prior to first payroll week 

• Processes payroll each pay period for client, follows all Payroll Ops Dept. procedures. Handles all off cycle requests, check voids, and direct deposit reversals 

• Completes all implementation tasks, confirms account is complete and updates client and payroll notes prior to account transition to the Payroll Ops. Dept 

• Shows ability to learn and work quickly but efficiently and carefully; handles change with ease; employs all document and team member resources available to handle client questions and setup with expertise 

• Demonstrates integrity, ethics, accountability, responsibility, initiative and teamwork at all times  

• Performs all assigned job duties in accordance with Engage’s policies, procedures and standard practices

REQUIREMENTS 

• Ability to write reports and business correspondence; ability to effectively present information and respond to questions from managers, Payroll team, Clients, and the general public 

• Ability to calculate figures and amounts such as discounts, interest, proportions, percentages 

• Ability to apply concepts such as fractions, ratios, and proportions to practical situations 

• Ability to define problems, collect data, establish facts, and draw valid conclusions 

• Ability to interpret an extensive variety of technical instructions in mathematical form and deal with several abstract and concrete variables 

• Extremely detail-oriented with demonstrated ability to self-direct, prioritize work, and meet deadlines 

• Performs work operations which permit frequent opportunity for decision-making of minor importance and also frequent opportunity for decision-making of major importance, either of which would affect the work operations of Engage, our Clients and Worksite Employees.  Applies sound reasoning and logical thinking to arrive at conclusions that support the goals and objectives of Engage 

• Must possess superb Excel skills and be familiar with Microsoft Office Applications 

• Ability to learn quickly and having excellent memory retention due to the amount of detail involved 

• Very close mental demand required. Operations requiring very close and continuous attention for control of operations which require a high degree of coordination, concentration and immediate response. Operations requiring intermittent direct thinking to determine or select the most applicable way of handling situations regarding garnishment orders 

• Demonstrates ability to adequately process a high volume of transactional activity accurately and completely in accordance standard operating procedures and regulatory requirements 

• Sound reasoning and decision-making are essential 

• Excellent written & verbal communication skills 

• Demonstrate an open-minded, team-oriented, and collaborative work style 

• Ability to work in dynamic, rapidly changing environment, adapting to changing requirements and collaborating with a wide range of colleagues to quickly deliver solutions 

• Regular use of highly complex machines and equipment; specialized or advanced software programs 

• High level of accuracy and concentration required.  Errors would impact payroll and has strong likelihood to negatively affect Engage’s relationship with Clients.  Errors would cause re-work and/or additional expenditures in order to properly resolve the error 

• Regular contacts with Clients and Worksite Employees.  Lack of tact and judgment would result in Client issues 

• Contacts with other departments or offices and also frequently with Payroll; consulting on problems which necessitate judgment and tact in presentation to obtain cooperation or approval of action to be taken.  Also, important contacts with the team as required in advanced supervisory jobs

EDUCATION AND EXPERIENCE  

• Bachelor's degree in Business Administration, Accounting, etc  

• Minimum of 2 years’ experience in payroll implementation in PrismHR and/or 5 years of payroll implementation in ADP, or, a combination thereof  

• Experience must include PEO implementation and payroll 

• ClientSpace and PrismHR knowledge is a required

We offer a competitive salary and comprehensive benefits package.  

Engage PEO provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.