Apr 25, 2023

9 Common Mistakes to Avoid When Migrating off a PEO: Don't Jump Out of the Frying Pan into the Fire - Infographic

Migrating off a professional employer organization (PEO) can be complex, with multiple moving parts, and an abrupt end to all services and technology. To ensure a smooth transition and minimize risks, it is essential to plan carefully and avoid these common mistakes.

When it comes to managing the many facets of human resources, many small and medium-size businesses turn to Professional Employer Organizations (PEOs) for help. And although there are many advantages to working with a PEO, there may come a time when your business decides it's time to move on due to the changing needs of your business, lack of flexibility when choosing essential HR, benefits or payroll services, or simply overall dissatisfaction with the service provided. Whatever the reasons may be, it's essential to approach the transition process carefully and to avoid common mistakes that could cause significant legal or financial issues down the road.

Here at Melita, we've helped 100s of companies successfully migrate off their PEO, and whether the business is moving into a new HR partnership with an HRO firm, or perhaps to complete independence by taking their HR in-house, we've seen it all. The good, the bad, and the ugly.

The main goal when migrating off a PEO is to create the most painless transition as possible and try to limit any mistakes being made along the way. One of the biggest mistakes we typically see is simply underestimating the size and scope of the transition project itself, but the fact is, there are many mistakes along the way that can be avoided in order to protect your business and your people from any short or long-term consequences.

But what are the common mistakes businesses make when leaving a PEO? Well, we've created a detailed infographic that outlines the nine most common mistakes your business should avoid in order to help you navigate this process smoothly.

So, whether you're planning to leave a PEO or are already in the midst of transitioning, our infographic below is a must-see resource to ensure you avoid these critical mistakes that could potentially harm your business and your employees.

(Click image to enlarge)

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