Question
- What are some frequently asked questions about the Account Migration process?
Environment:
- Push Web App
Answer
When migrating accounts, it’s important to understand what to expect and prepare for upcoming adjustments. You may have some questions; you’re not alone! Here are some of the most commonly asked questions:
Q: How quickly can my account be migrated?
A: The standard timeline for account migration is approximately two weeks after the contract is signed. However, we understand that some situations may require a quicker turnaround. If an expedited migration is needed, we encourage you to share your timeline with us, and we’ll do our best to accommodate based on our team’s availability.
Q: What is the best time to complete the migration?
A: The ideal time to complete an account migration is right after a payroll cycle with the previous account. This ensures that the next pay run will only use time clocks from the new account, making for a smoother transition.
If you have any questions about timing, feel free to reach out! We’re happy to assist.
Q: What happens if the account migration occurs during a pay run?
A: If an account migration takes place partway through a pay run, there are a couple of ways to handle it.
- The new account can cover the entire pay period: Time clocks from the old account will need to be migrated to the new one for the partial week. The old account is responsible for ensuring that partial time isn’t paid out again, avoiding any double payments.
- The previous account can cover up until the migration date: This can be done via an off-run, with the new account only using time clocks from the new system for the next pay run.
Q: Is the service fee required?
A: Yes, the service fee is a standard charge for account migrations and is necessary to ensure everything transitions smoothly. Please note this fee is not negotiable. Let us know if you have any questions about the process!
Q: What is the difference between an Account Migration and a Business Number change?
A: An account migration occurs when we need to create a new account for your business while keeping your existing employees intact. This can happen in several situations, such as:
- Changing your CRA/EIN number and your business remains open
- Selling the business to a new owner (but continuing to use the same Push account)
- Separating a layered account into distinct accounts
- Merging separate accounts into a single, layered account
- Creating a corporate account to separate salaries
We use the same form for both Business Number Changes and Account Migrations, so it’s easy to get the process started!
Q: What does onboarding entail?
A: Onboarding is required for new ownership to help ensure a smooth transition and successful setup on our platform. For clients who have used Push previously, onboarding is optional but can be a helpful opportunity for a refresher on key features and best practices. During onboarding, we’ll cover all relevant products based on the plan in your account to make sure you're fully equipped to get the most out of Push!
Q: Can I use the same account even though I am changing my CRA/EIN #?
A: Currently, we are unable to use the same account if your business's CRA/EIN number has changed. To ensure data integrity, we must separate the accounts so that the relevant data is retained with the corresponding CRA/EIN number.
However, there is one exception: if you are transferring old remittances to the new CRA Business Number and only require a single T4 (rather than two separate T4s), the CRA number can be updated internally, and you may continue using the same Push account. If this applies to your situation, please let our team know by including the details in your support ticket.
Q: Can I delay billing for the new account once it is opened if I don't expect to use it right away
A: Initial payment is due upon signing the contract, however this is considered a "pre-payment" and further billing can be delayed until the account is ready to be used. Should you request this extension, you should proceed with the knowledge that accessing the account to make adjustments on your end (past the initial setup) will count as "usage" and should signal billing to begin.
Q: Can I keep my old account or access previous employee information?
A: Yes, you can choose to keep your previous account open for a minimal monthly cost (equivalent to 5 active seats at your subscription rate). If you decide to deactivate the account, it can be temporarily reinstated for a limited time frame upon request by contacting our Support team, should you need to review any information that was not previously downloaded by your internal team. We’re here to assist you in whichever option works best for your needs.
Q: What if I have an integration with my POS?
A: We can assist with resyncing historical data into the new account to ensure a smooth transition. If you’re transitioning to a new POS vendor, please notify our team so we can provide the necessary credentials for setting up the integration. While not mandatory, informing us of any vendor changes helps avoid delays during this process.
Q: When/where do I change my Bank Info?
A: After the contract is signed, our team will begin the account creation process. Once this is underway, you’ll receive an email to complete the Onboarding Wizard. This online tool allows you to update and submit your banking information, ensuring the most up-to-date details are used.
Q: Can I make any edits to the contract?
A: The contract terms are standardized to ensure clarity and consistency for all clients. While edits typically aren’t possible, we understand that certain concerns may arise. If you have specific questions or need further clarification, please don’t hesitate to reach out to your Account Manager—they’ll be happy to assist!
Additional Information
For any additional questions about Account Migrations, please reach out to our Support Team at support@pushoperations.com or check out the articles listed below!
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