Skip to content
English
More support
Go to omsgroup.com
  • There are no suggestions because the search field is empty.

How do I switch to OMS? What do I need to get started?

This is an overview of what you can expect when switching to OMS. From set-up to training, here's how it works.

Welcome and thanks for choosing OMS to assist you with your payroll and HR needs. It's very important to prepare and submit your items to OMS promptly so we can have your payroll account set up as soon as possible.

To get started you'll need to think through a few questions:

1. Do you want your employees to have access to an online self-service portal that they can access from anywhere, anytime to view their personal pay history?

2. Do you want to track PTO requests through your payroll website?

3. Do you need our web-based time and attendance service?

4. Will you use your payroll website to publish your company news, vendor contacts, or review, train, or track licenses?

5. E-Verify: Do you want OMS to handle your new hires?


Welcome Email

First, our implementation team will send you the "Kick-Off Email" containing a link to an extensive payroll questionnaire and the EE Import Spreadsheet (template download). Please fill out the spreadsheet or export the data from your current payroll system. Below is a review of the items you'll need to gather to complete the questionnaire.

    • Your Employee Payroll Data (EE Import Spreadsheet)
    • Create a list of your Managers and Departments
    • Your Year-To-Date Payroll Data (prepare spreadsheet for upload)
    • Your Payroll Register Detail (prepare spreadsheet for upload)
    • Your Payroll & Deduction Codes
    • Your Deduction Starting Balances (prepare spreadsheet for upload)
    • Any Tax Levys or Child Support Orders for your employees (upload)
    • Your Organization's PTO Policy Details
    • Your PTO Balances (prepare spreadsheet for upload)
    • Your 401k Plan Information, Current Participants, Deductions % or Fixed Amount & Employer Match (prepare spreadsheet for upload)

If you don't want to track PTO or you don't have a 401 (k), then you can skip those items:

Once we have all of your accurate information we can set up your account. Online payroll portals take 14-21 days to complete. Training will begin promptly and it's important to designate two key employees to attend all initial training sessions.

Meet Your Payroll Specialist 🎉😀🎊🎈

At OMS, every new payroll customer is assigned a dedicated team of experts to help you along the way, not just in the beginning but for all time. Your Payroll Specialist (a.k.a. your new best friend) will be your go-to contact for all your payroll needs. Plus, you can contact our HR Department at any time to access HR resources, guidance, and extra help.

phases_impl_short-01