Done For You setup

How CorePay Works

From setup to payroll processing, we've made every step simple and intuitive. Get up and running.

Onboarding & Preparation

1

  • Welcome email & Onboarding Guide, outlining all required data for the process.

  • Initial collection of necessary client information.

CorePay makes setup effortless. We create your account, upload your employee details, and watch your HR and payroll tasks come together seamlessly. Designed for people, powered by automation — with dedicated HR experts to support a done-for-you process.

Data Migration & Setup

2

  • Data migration to CorePay

  • Customization of the system based on needs

  • Comprehensive tax compliance review, including discovery of current setup, analysis of rates, statuses, and accounts, with expert guidance on adjustments.

CorePay handles the heavy lifting behind the scenes. We securely migrate your payroll and employee data, configure the platform to your exact needs, and review your current tax setup for accuracy and compliance. Our experts analyze rates, filings, and accounts to ensure everything is aligned — so you’re set up correctly from day one, with confidence and clarity.

Training & Portal Walk-through

3

  • 1:1 training sessions to familiarize the client with the system.

  • Guided walkthrough of the CorePay Admin portal.

CorePay ensures your team feels confident and supported before go-live. We provide guided training sessions and a hands-on walkthrough of the CorePay Admin portal, tailored to your workflows. Your team learns exactly how to navigate payroll, employee data, and reporting — with ongoing support to ensure nothing feels overwhelming or unclear.

Payroll Finalization & CorePay Go-Live

4

  • Audit review to ensure data accuracy.

  • Conduct the 1st and 2nd payroll run meetings to address setup, troubleshoot, and ensure accuracy.

  • Official launch of CorePay, with thorough training and support to ensure a successful transition to the new platform.

Before launch, we double-check everything. CorePay conducts a full audit review, runs test payrolls to confirm accuracy, and resolves any final adjustments. Once approved, we officially launch CorePay with continued training and hands-on support — ensuring a smooth, confident transition with zero disruption to your team or payroll timelines.

See CorePay in Action

Explore our interactive walkthrough to understand how CorePay simplifies your payroll and HR tasks.

01

Discovery & Demo

Our team conducts a thorough assessment of your current payroll processes to identify needs and challenges.

02

Done-For-You Setup

We configure CorePay according to your specifications, integrating seamlessly with your existing systems for a smooth transition.

03

Comprehensive Support

Comprehensive training sessions ensure your team is fully prepared to utilize CorePay effectively and efficiently.

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Perfect for Any Business Size

Whether you're a startup or an enterprise, CorePay scales with your needs.

Designed for growing teams who need payroll and HR to just work.

CorePay simplifies payroll, compliance, and HR tasks with intuitive tools and hands-on support — so you can spend less time managing admin and more time running your business.

Best for teams who need:

  • Fast, guided setup

  • Budget-friendly, transparent pricing

  • Automated tax filings and compliance

  • Real human support when questions come up

Built to support complexity — without adding overhead.

CorePay scales with your workforce, supporting multi-state payroll, evolving compliance needs, and growing HR operations. Automation handles the heavy lifting while our experts ensure accuracy and consistency.

Ideal for teams managing:

  • Multi-state or multi-location payroll

  • Growing headcount and role complexity

  • Compliance across jurisdictions

  • A need for both automation and expert oversight

A flexible, enterprise-ready platform with a people-first approach.

CorePay supports large, distributed organizations with advanced payroll configuration, compliance oversight, and scalable workflows — backed by dedicated experts to ensure precision at every level.

Designed for organizations that require:

  • Customized payroll and HR workflows

  • Advanced compliance and audit readiness

  • Secure, scalable infrastructure

  • Strategic partnership beyond software

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Experience Smarter Payroll Automation

Streamline your HR and payroll processes with intelligent, human-centered automation

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