Client Process Overview

A coordinated path from discovery to first payroll.

GoRhoades coordinates the employer relationship. The program administrator handles the technical program review, eligibility analysis, documentation, payroll implementation, and employee onboarding infrastructure.

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1. Discovery

Review the employer, workforce, existing benefits, payroll context, and objectives.

2. Payroll Data & Employee Census

Gather and validate recent payroll information and the employee census used for analysis.

3. Employer Analysis

Identify potential participants and prepare the projected savings and implementation structure.

4. Agreement, Documents & Payroll Setup

Review the program documents and coordinate payroll configuration and testing.

5. Employee Onboarding

Coordinate employee education, questions, eligibility confirmation, and guided enrollment.

6. Go Live

Activate benefits and move the approved payroll configuration into the first live cycle.

Timing: Once implementation is underway, setup typically takes about 2–3 weeks. The full process, from Discovery to first payroll, may take approximately 4–6 weeks, depending on employer responsiveness and documentation.
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