Your Workzoom Kickoff Starts Here
You've signed your agreement and your first payment is in. Now the real work begins. Your Coach and Liaison walk you through every step, from data prep to go-live.
What happens, and when
Once contracts are signed and initial payment is processed, implementation kicks off. Meet once a week or multiple times, depending on how focused you want to be. Most clients are live within weeks, not months.
Use the data template below to prep your employee data. Export what you can from your current system. Names, hire dates, contact info, pay rates. The more you bring on Day 1, the faster you're live.
Meet your Coach and Liaison. Walk through Workzoom together and set priorities. What modules matter most? What's the timeline? You decide, we plan.
Personnel data, org structure, compensation. These three pieces are the backbone everything else builds on. Your Coach leads the project, configuring backend policies and adjusting pre-built workflows. Your Liaison supports specific module topics alongside.
Once the foundation is set, your Coach leads complex modules: Time Off, Payroll, Benefits, and Scheduling. Your Liaison configures Recruiting, Onboarding, and Performance. You learn each one in your sandbox and verify it aligns with how your team actually works.
Flip the switch. Your team starts using Workzoom day to day. Your Coach stays with you through the first pay cycle and beyond, building on the training you received throughout implementation.
Who you'll work with
You set the pace, choose your priorities, and handle scheduling. We bring the product knowledge and implementation expertise. The goal is progressive wins on the areas that matter most to you.
Alignment + Complex Modules
- Keeps leadership aligned on progress and priorities
- Runs fitting sessions for complex modules: Time Off, Timekeeping, Benefits, Pay Processing, Pay Structure, Payroll Filings, Expenses, and Scheduling
- Loads your data and builds your org structure
- Brings strong product knowledge and works with you to find the best fit
Guided Setup for Simpler Modules
- Configures Recruiting, Onboarding, and Performance
- Works from your questionnaire responses
- Handles module walkthroughs and training
- Gets simpler modules live while Coach tackles the complex ones