Discovery of Needs 1 Company Overview2 Payroll & Technology Solutions3 Human Resources4 Risk Solutions5 Employee Benefits6 Wrap Up Please provide the following informationLegal Name*Legal Entity Designation*LLCS-CorpC-CorpSingle ProprietorPhone Number*Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code State of Incorporation*Choose StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingYour company's Federal Employer Identification Number (FEIN)Brief description of your company's operationsPlease provide the following information for your company's main contactName* First Last Phone NumberEmail* Are there additional entities, with employees, that are associated with the parent company?YesNoAdditional EntitiesPlease provide the following information on your second additional entityLegal Name*Legal Entity Designation*LLCS-CorpC-CorpSingle ProprietorAddress Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code State of Incorporation*Choose StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingDo you have other additional entities, if so how many total?Please enter a number greater than or equal to 0.Company Overview continuedHow many full time employees does your company employ?How many part time employees does your company employ?How many office locations do you have? Payroll & Technology SolutionsWhat is your payroll frequency?(select all that apply)WeeklyBi-WeeklyBi-MonthlyDo you pay bonuses, incentives, or commissions on a regular basis?YesNoDo you reimburse employee expenses?YesNoDo you require general ledger integration with your payroll provider?YesNoHow are your employees paid?Live checksDirect depositsBothDo you track paid-time off / vacation?YesNoHow do you track PTO/Vacation?Do you currently utilize a time & attendance system?YesNoWho is your current payroll provider? Human ResourcesHow many HR professionals work for your company?Do you currently have an employee handbook?YesNoHas the handbook been updated in the last 12 months?YesNoDo you currently pay a third party for employment law guidance?YesNoDo you currently have a reliable source for updates to ensure federal compliance?YesNoPlease describe the source of your updates:Do you currently have EPLI insurance (Employer Practice Liability Insurance)?YesNoDo you have any Union workers?YesNo Risk SolutionsDo your workers go above 15 feet in height?YesNoIs there a manual handling of products?YesNoWhat is the maximum weight handled? Employee BenefitsAre you interested in offering your employees medical benefits?YesNoEmployee Benefits continuedWhat is the waiting period for new hires to enroll in benefits?What is the employer contribution towards benefits?What is the effective date with your current carrier? MM DD YYYY Do you offer a 401K retirement plan?YesNoAre you interested in a PEO’s 401K plan if there was no cost to you?YesNo Wrap UpAre you currently with a professional employer organization (PEO) / HR outsourcing organization?YesNoPlease rank the importance of each factor below in your decision to use a PEO.Not importantSomewhat importantImportantVery importantHuman Resource SupportScalability / Business GrowthCompliance GuidanceCompliant Payroll Tax Strategy and FilingImproved Benefits OfferingWorker's Compensation InsuranceAccess to Risk Management Team for Worker's Compensation Issues or ClaimsWhat is your estimated starting month?Choose MonthJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberCommentsThis field is for validation purposes and should be left unchanged.
