iSolved

Getting Started with isolved: Implementation & Onboarding Guide for Employers

April 4, 2025 | by lauracatherinehernandez1@gmail.com

So, you’ve decided to switch to isolved—great choice! Whether you’re upgrading from manual systems or replacing legacy software, isolved offers everything you need to streamline payroll, HR, benefits, and more.

But before you can enjoy the platform’s full potential, you need to get it set up the right way. This article will walk you through the implementation and onboarding process for isolved so you can ensure a successful rollout and long-term adoption across your organization.


Step 1: Define Your Goals

Before implementation even begins, identify what you want from isolved:

  • Simplify and automate payroll?
  • Centralize HR data and employee records?
  • Improve benefits management and open enrollment?
  • Increase employee engagement with self-service tools?

Clear goals will guide the setup process and help you measure success later on.


Step 2: Meet Your Implementation Team

isolved assigns a dedicated implementation specialist or partner to help you get started. Their role is to:

  • Configure the system based on your company’s structure
  • Import data from your old systems (payroll, HR, benefits, etc.)
  • Customize roles, permissions, and reporting
  • Help you meet compliance requirements from day one

Most companies are fully live with isolved within 4–8 weeks, depending on complexity.


Step 3: Gather Your Data

You’ll need to prepare key documents and information, including:

  • Employee rosters and demographics
  • Current pay and deduction details
  • Benefits plan info
  • Time tracking and PTO policies
  • Historical payroll and tax data

The more accurate your input, the smoother your transition will be.


Step 4: Configure Your isolved Modules

isolved is modular, so you can tailor the system to your needs. Common modules include:

  • Payroll
  • Time & Attendance
  • Benefits Administration
  • Learning & Performance
  • Applicant Tracking
  • Compliance & Reporting

You can add features later, but make sure your core workflows are fully functional first.


Step 5: Train Your Admin Team

HR, finance, and operations staff need to know the system inside out. isolved provides:

  • Live webinars and recorded trainings
  • Role-based learning paths
  • A support knowledge base
  • Direct access to onboarding specialists

This training ensures your team can troubleshoot basic issues and support end users.


Step 6: Roll Out to Employees

Now it’s time to go live with your team. Employees will:

  • Get their login credentials via email
  • Access their self-service portal (desktop or mobile)
  • Complete onboarding tasks and e-sign forms
  • Review their pay history, benefits, and schedule
  • Submit PTO, update info, or enroll in benefits

💡 Tip: Host a short kickoff meeting or email campaign to explain what isolved is and how to use it.


Step 7: Monitor & Optimize

Once isolved is live, keep refining your system by:

  • Reviewing analytics and dashboard insights
  • Gathering employee feedback
  • Automating workflows (like approvals or reminders)
  • Adding new features as your needs evolve

This ensures isolved continues to support your business goals as you grow.


Why isolved Implementation Works

  • Hands-on support from real humans
  • Step-by-step guidance with minimal tech lift
  • Quick time to value (you’ll see ROI within your first few payroll runs)
  • Modular design lets you scale gradually
  • Secure data migration and compliance-focused setup

Final Thoughts

Starting with a new HCM platform can feel overwhelming—but with isolved, you’re never alone. Their expert implementation process, intuitive design, and strong support make it one of the most business-friendly HR systems available today.

If you’re ready to make your HR and payroll smarter, faster, and more efficient, then isolved is the right place to start.

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