Welcome WeekAccount setup and access management
6/6 STEPS
JOIN THE WAITLIST← ALL FUNCTIONAL LENSESAll together now.
IMPLEMENTATION
All together now.
Launch with confidence.
Design every step of your implementation process, then guide your team and client through one coordinated path to first payroll. Every task, document, signature and dependency stays visible. Nothing gets lost and no launch date quietly slips.
ONBOARDING · ACME MANUFACTURING LTDImplementation Progress
IN PROGRESSOVERALL COMPLETION78%
System BuildPayroll, banking, benefits and compliance configuration
9/12 STEPSPayroll HistoryImport historical payroll and employee records
1/4 STEPSPayroll Prep & ValidationParallel payroll and final approval
0/5 STEPS01Commit02Plan03Configure04Validate05Train06First payroll07Go live
PURPOSE-BUILT FOR PEO IMPLEMENTATION
Your process.
One coordinated launch.
Complete visibility.
Bold gives your PEO control over how every client comes onboard. Your team defines the process, sees the work in detail and gives clients one clear place to keep their launch moving.
01
YOUR IMPLEMENTATION PLAYBOOK
Design your process, down to the finest detail.
Build the implementation experience your PEO believes in. Define every phase, task, owner, required document, approval, signature and deadline. Then use that proven process for every launch.
- Create phases and reusable implementation templates
- Assign work to roles, departments or clients
- Require documents, approvals and signatures
- Control dependencies, timing and definitions of done
IMPLEMENTATION TEMPLATEFull-Service PEO Onboarding
ACTIVEWelcome & Kickoff6 required steps · 5 business days
EXPANDEDAssign Implementation SpecialistTask · Owner: Implementation Manager
REQUIREDSign Data Collection AuthorizationSignature · Owner: Client
REQUIREDUpload Prior Payroll RegisterDocument · Owner: Client
REQUIRED02
Key Data Collection9 required steps · Begins after kickoff
›03
System Build & Validation12 required steps · 4 dependencies
›ONBOARDINGActive Client Implementations
7 IN PROGRESSJennifer · Michelle · +3
Michael · Lisa · +1
Jessica · Alex
Two decisions overdue
BO BRINGS INTO VIEWFinancial Advisors has two overdue client decisions affecting system build.
OPEN IMPLEMENTATION ↗02
COMPLETE IMPLEMENTATION CONTROL
Your onboarding command center.
Know exactly where every client stands, what is complete, what is late and what threatens first payroll. Move from the portfolio view to the underlying task, document, signature or dependency without losing context.
- Monitor every active implementation in one view
- See owners, due dates and dependencies at a glance
- Surface overdue client and internal actions early
- Protect first-check dates before they are at risk
03
A STREAMLINED CLIENT EXPERIENCE
Give clients one clear place to work.
Replace countless emails, attachments and status questions with a focused client portal. Clients always know what is needed, when it is due and how their actions affect the launch.
- Collect documents, data, approvals and signatures
- Show clients only the work they need to complete
- Hold each owner accountable to clear due dates
- Keep the client and implementation team in sync
ACME MANUFACTURING · IMPLEMENTATIONWelcome, Alexander
JAN 1 LAUNCHYOUR IMPLEMENTATION PROGRESS42% completeComplete the two items below to keep your project on track.
42%
Sign Data Collection AuthorizationElectronic signature · Due today
REVIEW & SIGN ↗Upload Prior Payroll RegisterExcel or CSV · Due November 14
UPLOAD FILE ↗COMING NEXT
○Complete employee censusUnlocks after authorization
○Confirm banking informationDue November 18
ASK BO · IMPLEMENTATIONWhat could put first payroll at risk?
BO’S ANSWERTwo client actions could delay system validation.The unsigned data authorization blocks the employee census, while the missing payroll register blocks parallel-payroll setup. If both arrive by November 14, the January 8 first check remains on track.
2 CLIENT ITEMS OVERDUE3 TASKS BLOCKEDJAN 8 FIRST CHECK
04
YOUR BUILT-IN COUNCIL OF PEO EXPERTS
Know what is ready.
Know what is not.
Your Council looks across every team responsible for first payroll and go-live. Everyone works from the same evidence, open conditions and launch date instead of a collection of disconnected status reports.
SHARED READINESS REVIEW2 CONDITIONS REMAIN OPEN
The current plan targets a January launch. Complete the WC classification and PTO policy decisions before the team’s final readiness review.
31 ITEMS COMPLETE2 NEED ATTENTION
Core configuration is on track; two client decisions remain open.
Parallel payroll is ready once the final employee file is received.
Enrollment schedule aligns with the January effective date.
Final workers’ compensation class confirmation is still required.
Service team has the relationship history and approved commitments.
All proposal commitments are represented in the launch plan.
FROM IMPLEMENTATION TO SERVICE
First payroll is a milestone.
Not the end of the story.
The completed launch becomes the beginning of the client’s operating history, not a project folder left behind. Service receives every relationship, commitment, configuration and open item needed to take over with confidence.
READY FOR CLIENT SERVICE
✓The complete implementation history
✓Configured services and operating decisions
✓Client relationships and communication preferences
✓Open commitments and follow-up dates
✓First-payroll results and ongoing watch items
CONTINUE THE CLIENT STORY ↗IMPLEMENTATION WITH BOLD
Make the first impression count.
A process designed by your PEOEvery task and dependency visibleOne clear client portalFirst-check dates protectedA service team ready from day one
JOIN THE WAITLIST ↗