Leaving a Payroll Provider: Contract and Data Exit Checklist

Leaving a Payroll Provider: Contract and Data Exit Checklist

Switching payroll providers? Plan the exit before you cancel service or lose access to important records.

This practical HRDecisionGuide resource helps payroll owners, HR leaders, and finance managers organize notice requirements, final payroll dates, remaining charges, data exports, and responsibilities that continue after the switch.

Use the Payroll Provider Exit Docket to document which services will end, what work remains, who owns each obligation, and when account access expires. Review historical record retrieval, year-end work, corrections, refunds, and connected services before closing the old account.