What happens when we take on a client

Structure guarantees quality

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Procedure for taking on a client

Your employees rightly expect their payslips to be both accurate and on time. If there are any discrepancies, this weighs heavily in your employees’ perceptions. The loss of trust is especially severe when failures coincide with a change in payroll service provider. To make matters worse, this is often a phase marked by friction – but we’re not willing to accept that.


That’s why we have implemented a structured process for taking on a client. It ensures that we receive all the data and information we need at the right time and in the right form. Another component is a review of existing processes at the time the client is accepted and, if desired, we can make suggestions for improvements, for example with regard to your labor and social security conditions.

Initiation and acceptance of clients
  • Request necessary information and documents
  • Determine the scope of services
  • Payroll services – ongoing, special services…
  • Services related to labor and social security law – ongoing, as requested
  • Determine the start date (possible at any time during the year!)
  • Client agreements, powers of attorney…
  • Team configuration
Digitalization and process check by Finance IT
  • Recording of the client’s existing systems and processes
  • Identification of possible optimization potential and derivation of further measures together with the client, e.g.:
  • introduction and implementation of systems for time recording, travel expenses, employee management…
  • Connection of interfaces (API)
  • Data analysis process automation
  • Connection of feeder systems and setup of data exchange systems (e.g. DataVault…)
Client creation plus data transfer
  • Setting up the client in DATEV Lohn und Gehalt, documenting the client’s special features
  • Data transfer from preliminary consultant/client
  • DATEV: Client transfer together with import of data into DATEV Lohn und Gehalt
  • Other systems:…
Labor law and social security law quick check
  • If requested, incorporation of the labor and social security legal framework by our partner SLB Law
  • Review of the client’s sample employment contract on the basis of the current legal situation
  • Review of the applicability of collective agreements, regulations on co-determination, the need for a works council
  • Minimum wage review
  • Review of existing employee leasing

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