Last modified by: Kevin Zimmer -
New IBEX Customer CheckList
New IBEX Customer Check List
Customer Name: __________________________________________________________
Set Up By: ________________________________________________________________
- All contracts have been received from Sales/customer.
- Payroll Services Agreement
- Pre-Authorized Payment Plan Authorization
- Application for Credit
- Payroll Remittance Threshold
- Business Consent Form
- ROE Direct Filing Addendum
- New Customer information form
- CRA represent a client on-line request processed. Date ___________________________
- Threshold type confirmed and verified. Alpine Crew Member signature______________
- Verify that Provincial Payroll Tax calculations are required YES/NO.
- Set up EHT and WCB PI’s
- Reconcile IBEX YTD with previous payroll YTD.
- Team member verified YTD Balanced. Alpine Crew Member signature______________
- Enter customer and main payroll contact into Salesforce.
- Generate Pay Schedule in Salesforce.
- Enter Set Up Charges in Salesforce.
- Ensure Payroll Funding is set up correctly. Alpine Crew Member signature__________
- Contact customer with Alpine Crew introduction and close contact case in Salesforce
- Ensure T4 mapping is done correctly.
- Create a client folder in G Drive and save a digital copy of the Service agreement.
- Inform Alpine in a crewdle of the new customer.