One transfer lead
A named owner coordinates the plan, requests, open questions, and status updates across the customer, prior provider, advisor, and Runbook.
Switching payroll
Switch payroll without losing the year—or carrying old problems forward.
Runbook is building a guided transfer that checks prior payroll, taxes, filings, deductions, and open issues before the first new payday.
When you switch payroll, someone has to own the handoff. Runbook is designed to make sure nothing important falls between providers.
TRANSFEROpening record
Prior payrollreceived
YTD totalsreconciled
Open issuesowned + explained
First paydayreadiness visible
You should not have to manage the migration yourself.
The customer supplies the records and decisions only they can provide. Runbook’s planned job is to organize the transfer, reconcile the opening position, explain every gap, and keep the next step visible.
1Send what you haveStart safely with a source inventory. Sensitive records move only through an approved secure process.
2We reconcile it and show the gapsWorker and company totals, taxes, filings, deductions, corrections, and unresolved items are traced and assigned.
3Begin from an explained opening recordFirst-payroll readiness shows what is verified, what still needs attention, who owns it, and what it affects.
What an exceptional transfer should feel like.
One accountable handoff, no repeated requests, no unexplained imports, and no surprise on the first payday.
One readiness view
Every item says what is known, what is missing, why it matters, who owns it, and the next date that matters.
Every difference explained
Prior-provider data is not trusted merely because it was exported. Differences are reconciled or clearly carried as open.
First-payday support
The planned service includes cutover review, contingency planning, first-payday coverage, and post-payroll reconciliation.
Provider transfer and live payroll service are not yet generally available. This page describes the customer standard Runbook is building toward. See current product availability.
Start with a conversation, not a file upload.
Tell us who you pay, where you operate, your current provider, and the payday you are planning around. Do not send sensitive payroll records by ordinary email.