Conversion Analysis - Implementation Documentation Cheat Sheet - Netchex HCM

Sep 19, 2026

Netchex conversion and implementation guidance for new clients explains service and project-team support channels, the onboarding steps needed before training, and the expected timeline for first live payroll based on package type and employee count. It outlines required paperwork, including signed proposals, master service agreement, funding authorization, and Form 8821, plus a checklist for data and reports such as employee masterfile information and quarterly reports, supported by document-by-document descriptions.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages8

Reading Time3 min

AccessFree to download

Conversion Milestones

Service Experience

Implementation Experience

Timing for First Live Payroll

Checklist and Implementation Guide

Required Signed Paperwork

Other Documents Requested During Implementation

Document Descriptions

Paperwork Signed

Conversion Analysis Completed

Employee Masterfile Data Received

Collect Balances

THANK YOU for selecting Netchex as your HCM provider! Our co-founder and CEO, Will Boudreaux, has a special message for you… OUR COMMITMENT TO YOU Hello, and welcome to Netchex! We appreciate your business and look forward to partnering with your company so that you can successfully recruit, onboard, pay, and report on all of your employees. We are committed to providing you with not only a great web-based HCM solution, but also with world class service at all times. YOUR SERVICE EXPERIENCE The first thing you need to know is that if you ever need assistance or have questions, we are here to help. We have already assigned your account to a Service Team. There are three ways to communicate with your Service Team: 1) call, 2) email, or 3) submit a case via NetCommunity, our client community portal. Each time you reach out to us, we track your question or request. This helps us ensure that we are meeting your needs while also allowing us to know areas that we may need to improve in. YOUR IMPLEMENTATION EXPERIENCE All new Netchex clients are also assigned an Implementation Project Lead. We already have your account ready for assignment based on your company size and scope. Your Implementation Project Lead will make sure that your company is configured properly, that all employees are loaded, and that you are able to login to begin training and utilizing the Netchex application. Once you have completed your Netchex training, you will be ready to process your first payroll with Netchex! CONVERSION MILESTONES Netchex’s Implementation timeline is flexible. Your first live payroll processing can occur as early as five business days after completion of paperwork depending on your employee count and package—but in order for you to be prepared for that first payroll, you must provide us with all employee data and then let us to get you logged in for training. Knowledge transfer from Netchex to you is an essential component for a successful Implementation and overall partnership. Education will enhance your ability to use the system in a manner that aligns your unique needs and objectives. Your Netchex Implementation team will work with you to achieve the milestones listed below: 􀁸 If you have the CORE package and fewer than 20 employees… Expect a minimum of five (5) business days between signing your paperwork and submitting your first payroll 􀁸 If you have the CORE package and more than 20 employees… Expect a minimum of two (2) weeks between signing your paperwork and submitting your first payroll 􀁸 If you have the CONNECT package… Expect a minimum of four (4) weeks between signing your paperwork and submitting your first payroll 􀁸 If you have the COMPLETE package… Expect a minimum of eight (8) weeks between signing your paperwork and submitting your first payroll {N3019298.7 – 07/2016} Implementation Documentation Cheat Sheet Let us help you make this easy. CHECKLIST AND IMPLEMENTATION GUIDE To offer you the optimal Netchex conversion experience, we require the information listed below. Please provide your company’s configuration for earnings, deductions, and department structure. Once we receive your completed packet, your Implementation Project Lead will review the details and determine your first payroll submittal date with Netchex. * Descriptions for the below documentation are available on the following page. Checklist o Proposal Signed o Master Service Agreement (MSA) Signed o Funding Authorization Agreement Signed o Conversion Analysis Document Completed o Employee Masterfile Data Received o Quarterly Reports Collected * If you’re a new business, please provide a letter from the IRS with your federal ID, legal name, address, and state proofs. o Tax Form 8821 Signed Other Documents Requested During Implementation Process o Balance Set 1 Received (if applicable) o Balance Set 2 Received (if applicable) o Workers Comp Codes and Rates o Proof of Direct Depo

FAQs

How can I contact the Netchex service team during implementation?

You can contact your assigned Service Team by calling, emailing, or submitting a case via NetCommunity, the client community portal. Netchex tracks each request to ensure needs are met and improvements are identified.

What determines when the first live payroll can run?

The first live payroll timing depends on when required paperwork is completed and your employee count and package. The document lists minimum timelines after signing for CORE (under 20 or over 20), CONNECT, and COMPLETE packages.

Which signed documents are required as part of the conversion packet?

The checklist includes a signed Proposal, Master Service Agreement (MSA), Funding Authorization Agreement, and a completed Conversion Analysis Document. It also lists Form 8821 as a required tax-related authorization.

Sep 19, 2026

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