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?

When you join the reviewYou enter after basic owner interest and before any company commitment.
What you are responsible forEconomic and payroll validator
What must be true to advanceAdvance only when the model reconciles to real payroll and the recurring process is controlled.

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.

  1. 01
    Owner + We Won Health

    Confirm basic fit

    Workforce, payroll, coverage, and timing screen

  2. 02
    Your stage • Finance + payroll

    Model the company

    Employer-specific economics with assumptions shown

  3. 03
    Owner + professional advisors

    Review the structure

    Documents, responsibilities, fees, and open questions

  4. 04
    Your stage • Provider + employer lead

    Prepare employees

    Payroll mapping, communication, enrollment, and support plan

What to provide

Start with payroll frequency, eligible W-2 population, provider, and current deduction structure.

Schedule the employer review

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 →