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Switch to Bolto

Migrating payroll doesn't have to be a pain.

Bolto plans your transition, migrates your records, sets up the platform, and prepares your people for their first pay run. Migrations are free and can be done in under a week.

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What moves with you

Bring the essentials with you

Carry your payroll history, employee information, and benefits arrangements into the next stage of your business.

YOUR DATA: Bolto interface illustration

YOUR DATA

Bolto brings your payroll history and employee data across from your current provider, as far back as you want us to.

Payroll set up: Bolto interface illustration

Payroll set up

Bolto migrates your pay schedules and creates your first payroll with you. We draft and reconcile parallel payrolls so everything lines up before your first run.

Benefits arrangements: Bolto interface illustration

Benefits arrangements

Bolto offers flexibile benefits options. Move your benefits to one of Bolto’s partners, or continue working with your own broker.

How switching works

Migrating, made easy.

We work with your team through each stage, from choosing the right transition date, to helping individual employees onboard, to checking payroll before you go live.

  1. Plan your move

    Set your timeline with your implementation manager.

    • We decide on a go-live date
    • We build a week by week plan with action items
    • Clear owners are assigned for every task

  2. Bring your records across

    We pull your data straight from your current provider.

    • No manual exports from your team
    • Payroll history and year-to-date balances
    • Mid-year switches fully supported

  3. Set up taxes and benefits

    You sign the forms. We handle filings and benefits.

    • IRS and state tax forms signed
    • Benefits and 401(k) carried over
    • Keep your broker or use ours

  4. Get your team ready

    Your team is set up before the first payday.

    • Employee announcements written for you
    • Employees confirm their own details
    • Walkthroughs for admins and office hours for employees

  5. Check payroll in parallel

    A test run matched against your current provider.

    • Optional parallel runs
    • Thorough line-by-line reconciliation
    • Differences fixed before go-live

  6. Review and go live

    Run your first payroll with us live

    • Final data check by our team
    • First payroll run together, live
    • Regular check-ins, as often as you'd like

Your next chapter.
Just around the corner.

Walk our team through your current payroll setup. We’ll help map out the data, benefits, and steps involved in moving to Bolto.

Book a demo