5 Lesser-Known HR Tasks Your Clients Can Hand Over to ExtensisHR

Quick look: Optimizing client value is always top of mind for brokers. Thus, many appreciate the potential a PEO partner provides to alleviate the burden of HR and benefit responsibilities. Though most are aware of the full scope of services offered, there are a few lesser known but equally important tasks which may come as a welcome surprise.

The interest and awareness surrounding the advantages of using a professional employer organization (PEO) has risen exponentially over recent years. Now, well over half (65%) of small- and medium-sized businesses (SMBs) are aware of the services available, and this reach has led to 81% of SMBs reporting interest in using a PEO in the future.

Outsourcing HR and benefit services to a PEO saves SMBs time, money, and stress, and ultimately, complements business growth strategies. However, a PEO solution is not only beneficial for SMBs. Brokers also get a boost from this type of partnership as it instantly expands their service offerings and creates a differentiator to pull ahead of their competitors.

Part of what makes a PEO so special is the often overlooked, administrative tasks which many brokers and SMBs may not be aware of but make a meaningful impact on their success. These include:

1. Talent management

Recruiting is at the core of any company’s success and having a proactive strategy is important now more than ever. It involves researching what the current workforce demographic wants and curating a benefit plan which will attract new talent.

Many PEOs offer employee recruiting as an a la carte offering. Whereas, ExtensisHR offers includes as part of its all-encompassing PEO solution. Talent management services include full-cycle recruiting, from job postings to offer letter consultations, as well as onboarding, training, and the incorporation of premium HR software to enhance employee engagement and retention.

2. Answering day-to-day HR questions

The complexities of HR can be challenging to keep up with, especially for SMB leaders who are already strapped for time and resources. Navigating changes within the workplace, as well as a federal, state, and local level, makes staying updated a full-time effort.

Working with ExtensisHR as a PEO partner gives SMB clients a dedicated SHRM-certified HR Manager and a team of specialists who are readily accessible resources to answer HR-related questions about benefits, payroll, technology log-in assistance, etc.

Whatever problems pop up, big or small, having multiple channels of support offers peace of mind and empowers SMB leaders to reach their business goals.

3. Guiding employees on benefit selection

Engaging a PEO is advantageous for broker clients to stay competitive with larger companies. The availability of Fortune 500-level benefits at large group pricing rates is one of the biggest allures when recruiting and retaining employees.

However, applying the same benefit plan across the board isn’t likely to result in the best outcome. A human-centric approach is necessary to extend personalized support which will resonate with employees.

ExtensisHR customizes its services to fit the needs of each SMB client and provides proactive communication and education to make sure employees are aware of and understand the value of their benefits.

4. HR Paperwork

A significant part of the PEO solution involves negotiating with providers and managing employee questions. It also includes assisting with employee-related paperwork such as:

• Onboarding documents (employment agreements, I-9s and W-4s, direct deposit forms, and company policy acknowledgments)
• Payroll forms (records, tax filings (e.g., W-2s, 1099s), wage garnishments, direct deposit authorizations)
• Compliance and regulatory reports (OSHA records, EEO-1 reports, and workers’ compensation claims)

The amount of paperwork can bog down a workday and quickly become overwhelming for SMBs handling the tasks alone. A PEO ensures all forms are filled out correctly and submitted on time, reducing the likelihood of errors, and giving clients more time back in their day (and fewer stacks of paperwork in their offices).

5. Employee handbooks and policy management

Regular updates to company handbooks often go overlooked because of time constraints. PEOs work with SMBs to create, update, and distribute custom employee handbooks and policy manuals which align with employment laws and company culture, ensuring consistency and compliance. By taking on this HR task, employees and employees are aligned with current policies and expectations.

Delivering exceptional HR management

In addition to these lesser known but highly valuable HR tasks, brokers bridging the connection between their clients and ExtensisHR also have the advantage of:

Customized HR solutions

Though HR and benefit services are standard to what other PEOs offer, ExtensisHR tailors each solution based on a company’s needs with the flexibility to adjust as companies grow and change throughout the years. Additionally, there is a proactive, strategic approach to all HR operations to champion client goals and objectives.

People-first approach

With a people-first approach and assistance across all levels, brokers and their clients are prioritized across the board with ExtensisHR. Our Employer Solution Center has a 95% same-day resolution rate and all calls are answered within 10 seconds or less. Furthermore, since every client is assigned a dedicated HR manager, there is familiarity with specific challenges of the business to streamline solutions to fit specific demands.

Industry credibility

With HR being a central part of a company’s overall success, it’s important to find the right fit in a PEO partner. Industry credentials ExtensisHR maintains help to give brokers and their clients confidence in their efforts. As part of the 1% of PEOs upholding top-level CPEO, ESAC, and CI standards, it demonstrates a focus on excellence and constant willingness to improve.

Outsourcing HR responsibilities to a team with industry experience and expertise alleviates the pressure for SMB leaders. They have the freedom to focus on strategy and other areas of growth.

There are countless ways a PEO partner can step in and simplify HR to give more value to your clients.

Contact ExtensisHR today and learn how we can support you in building your portfolio through our services.