The ability to export employee data, payroll history, and HR records when leaving a PEO.
Data portability is the critical exit term in PEO contracts. When you leave a PEO, you need: complete payroll history (year-to-date and prior years for tax purposes), all employee personnel files, all benefits enrollment history, performance and disciplinary records, training completion records.
PEO contracts vary in how they handle exit data. Some provide full export at no cost; some charge per-employee fees; some withhold data pending final payment. Best practice: get data portability terms in writing before signing the initial agreement.
The ability to export employee data, payroll history, and HR records when leaving a PEO.
Data portability is the critical exit term in PEO contracts.
Most PEO buying decisions touch several related concepts at once. Data portability typically comes up alongside the other terms in this category. Closely related terms include PEO implementation / transition, Client Service Agreement (CSA).
This is one entry from our PEO glossary covering payroll, benefits, workers comp, HR compliance, and PEO mechanics. Browse all terms.
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