Small privately ownedFinance or payroll lead
Your responsibility
Prove that the economics reconcile and the payroll process works every cycle.
Can we validate the assumptions, configure payroll correctly, and reconcile The Plan without creating downstream errors?
Your decision brief
What you care about, what you need, and what can stop the decision.
Items you review
- Accurate employee-level modeling
- Repeatable payroll treatment
- Clear reconciliation and exception handling
Information you need
- Gross-to-net test illustrations
- Payroll mapping and controls
- Named escalation paths
Risks to resolve
- Incorrect elections or deductions
- Unclear fee treatment
- Manual work that does not scale
Review meeting
Agenda, documents, and approval criteria.
Agenda
- Eligible W-2 population and pay frequencies
- Employee-level treatment, fees, and exceptions
- Payroll configuration, reconciliation, and escalation
Documents and outputs
- Gross-to-net test illustrations
- Payroll setup checklist
- Recurring reconciliation and exception process
Approval criteria
- Assumptions trace to the proposed population
- The payroll provider can execute the design
- Every recurring task has an owner
Review stages
See which stages require your approval.
Highlighted stages show where you provide information, validate the work, or approve the next action.
- 01Owner + We Won Health
Confirm basic fit
Workforce, payroll, coverage, and timing screen
- 02Your stage • Finance + payroll
Model the company
Employer-specific economics with assumptions shown
- 03Owner + professional advisors
Review the structure
Documents, responsibilities, fees, and open questions
- 04Your stage • Provider + employer lead
Prepare employees
Payroll mapping, communication, enrollment, and support plan
What to provide
Schedule the employer review ↗Start with payroll frequency, eligible W-2 population, provider, and current deduction structure.
Other reviewers
See the requirements assigned to other roles.
Owner or chief executive
What do employees receive, what may the company save, and who handles setup and ongoing administration?View role requirements →Advisor, accountant, or counsel
Are the plan documents, tax mechanics, eligibility rules, and operating responsibilities supportable for this employer?View role requirements →