Gusto Payroll Setup Workflow (Conversion to Gusto)


This Bundle Includes:

  • Gusto payroll setup conversion workflow
  • Gusto payroll questionnaire conversion
  • Email template to send client questionnaire

Whether you’re onboarding a new client with Gusto or converting a current client to Gusto, this bundle will ensure you stay on track. This workflow was created specifically for clients with prior payroll history, converting to Gusto.

Additional Product Information:

All documents are fillable PDFs that allow you to save and reuse each file. Or customize the workflows and tasks lists and input into your own project management system.

To copy and paste, after purchase and download, please open in Acrobat, select “Edit” then “Select All” to copy.

If you need the above template, you might need one of these ...

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