You’re a payroll specialist who’s up to date on the latest tax rules, procedures, software, and allowances, but your clients still play an important role in delivering your service. Payroll management necessitates continuous contact and coordination between providers and enterprises to keep things running well.

When everything goes according to plan, bureaus can focus on offering value to clients by streamlining operations, anticipating problems, and removing difficulties. When customers don’t do their part, however, life becomes a never-ending cycle of chasing emails, missing data, and revisions, wasting time for payroll teams and preventing clients from reaping the benefits of having a reliable payroll partner.

We’ll look at how the correct tools, tactics, and education can enable your clients to participate in the process in a way that benefits both parties.

What is the significance of client self-service?

It’s a two-way street when it comes to payroll management. Payroll bureaus manage the triage, compliance, and issuing of payslips and payments for businesses, whereas bureaus rely on their clients to give the information they need to do their jobs.

From the perspective of the employee, being paid is an understandably significant matter, leading to a deep interest in the details of their payslips and prompt inquiries in the event of any errors or overlooked hours or considerations. Despite payroll’s critical role, some clients can be tardy or forgetful when it comes to their part of the process.

This is especially true if clients need to remember to gather documents and send them to their payroll provider via email. When clients don’t comprehend the value or importance of what they’re being asked to do, chasing down phone calls and emails can only get you so far.

A two-pronged strategy is required to get the most out of the client-bureau relationship: make their responsibilities easy and make the value evident. Working with the correct payroll software supplier can help with both of these things.

Providing clients with the appropriate tools

For more convenience and efficiency, many outsource payroll processors are now using online payroll management software. Employers can use BrightPay’s dashboard to manage their teams at scale and connect with their payroll provider, allowing them to:

New starters should be included

Enter their employee’s hours on their employer dashboard in a secure manner.
In the payroll software, enter any additions or deductions that the bureau has set up.

Payroll data for the pay month are reviewed and authorized.

Payroll providers can then examine the data the client has submitted, approve it, and the data will be updated in the payroll program automatically. There is no need for CSV uploads or back-and-forth emails because the workload is shared between the provider and the customer.

Online payroll portals provide employees more control over their details and information in the payment process, in addition to helping to streamline communication between internal and external stakeholders.

BrightPay Connect, the cloud extension of BrightPay Payroll Software, offers a self-service employee app that provides employees with a personalised dashboard to manage their information, making them more accountable for the payroll process. They can do the following from the portal:

  • View and download their pay stubs and other papers from the past.
  • View their compensation schedule, which includes annual leave, sick time, and parental leave.
  • See how much time they’ve taken off and how much time they have left.
  • Annual leave can be requested on the move.
  • Personal information can be seen and updated.

Internal HR teams’ queries are reduced, as are routine exchanges with payroll bureaus. The employee app can remove emails from clients with questions about forgotten passwords for emailed payslips, employee leave allowances, and requests for previous payslips.

Clients can also run and store their own payroll reports with BrightPay Connect. Payroll Summary, Employee Details, Annual Leave Summary, HMRC Payments, and CIS reports are just a few of the common payroll reports supported by the software. You can develop a more customized report within the payroll software if a client requests it. After the customer has saved the customized report, it will be available for them to run at any time through their online dashboard. This frees you up to focus on getting payroll done and paid on time, rather than dealing with last-minute requests.

How to teach your clients about the importance of value

As every financial expert knows, persuading clients to take on more responsibilities is a difficult process. That’s why BrightPay provides a variety of resources to help you, onboard clients, including all of the information you’ll need in one spot.

This begins with a dedicated Client Hub that includes demo videos, a complete overview of BrightPay Connect’s features, information on the employee self-service app, and a special Connect Employee Starter Pack that explains how to get started with Connect. You may also distribute or embed our all-in-one PDF that has everything they need to get started.

Get to know your customers.

Payroll works best when everyone contributes, which is why we designed our platform to bring you closer to your clients by providing real-time data, time-saving technologies, and easy communication. We make it simple for your clients to provide you with the information and permissions you need to manage payroll properly, while also assisting them in gaining the business insights they require.

Why not book a free online demo of BrightPay to see how it can empower your clients to work with you in a seamless, safe online environment? You can also experience a 60-day free trial to explore how a modern approach to payroll can benefit you, your staff, and your clients.

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