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SaaS customer onboarding

Tallowfield Payroll · SaaS customer onboarding · Omaha, NE

Lina Morales runs onboarding at Tallowfield Payroll, a payroll service for small employers, and she uses this to give each new customer a portal of setup steps so nobody has to ask what is left before their first pay run.

Software and ITCustomer serviceClient portals5 tables · 7 views · 1 form · 3 dimension sets · 1 booking page · 1 portal · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
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Onboarding board

Customers
Signed2
Verdigris Floral StudioOttilie Brennaghottilie.brennagh@verdigrisfloralstudiomail.com
Hollin Ridge Senior CareBarnaby Okonkwo-Lundbarnaby.okonkwolund@hollinridgeseniorcaremail.com
Kickoff booked4
Marlowe Bend BrewingZinnia Castellanos-Boydzinnia.castellanosboyd@marlowebendbrewingmail.com
Eastbrook Learning PodsDariusz Wolfendendariusz.wolfenden@eastbrooklearningpodsmail.com
Glenhollow Plumbing SupplyEvander Calloway-Ngataevander.callowayngata@glenhollowplumbingsupplymail.com
Underhill Photo LabCasimir Rotherwoodcasimir.rotherwood@underhillphotolabmail.com
Setting up6
Brindlewood Home InspectionsAnnika Strombergannika.stromberg@brindlewoodhomeinspectionsmail.com
Quenby Lane Fitness Co-opTobias Mwangi-Ellerytobias.mwangiellery@quenbylanefitnesscoopmail.com
Corriganville RoofingHesper Valdiviahesper.valdivia@corriganvilleroofingmail.com
Thistledown Childcare CentersOctavia Lindgren-Abaraoctavia.lindgrenabara@thistledownchildcarecentersmail.com
Ravenmoor Bike ShopLucian Pettibonelucian.pettibone@ravenmoorbikeshopmail.com
1 more
Parallel run4
Wexcombe Street VeterinaryMarguerite Adebayo-Lindqvistmarguerite.adebayolindqvist@wexcombestreetveterinarymail.com
Saltmarsh Tile and StoneCornelius Vandermeercornelius.vandermeer@saltmarshtileandstonemail.com
Dunmoor Family PharmacyIsadora Pellegrini-Wuisadora.pellegriniwu@dunmoorfamilypharmacymail.com
Larkfield Print CollectiveRavindra Kolhatkarravindra.kolhatkar@larkfieldprintcollectivemail.com
Live6
Harrowgate Bakery WorksDellamarie Ostrowskidellamarie.ostrowski@harrowgatebakeryworksmail.com
Pinecastle Dental StudioLeopold Hargreaves-Dubeleopold.hargreavesdube@pinecastledentalstudiomail.com
Ferrymoor Auto GlassSoledad Quintanilla-Reevesoledad.quintanillareeve@ferrymoorautoglassmail.com
Kinsale Row Physical TherapyCuthbert Adeyemi-Hallworthcuthbert.adeyemihallworth@kinsalerowphysicaltherapymail.com
Orchard Lantern CafePhilippa Tennant-Oyelaranphilippa.tennantoyelaran@orchardlanterncafemail.com
1 more
On hold2
Wrenfield Craft DistilleryAurelio Sandoval-Keeneaurelio.sandovalkeene@wrenfieldcraftdistillerymail.com
Mossgrove Pottery CollectiveSeraphina Duquesneseraphina.duquesne@mossgrovepotterycollectivemail.com

Tables

Customers

24 sample rows · 17 columns

Every business that signed up for payroll, where it stands on setup and when it should run its first pay.

CompanyContactEmailPhoneEmployees paidPlanMonthly fee
Kinsale Row Physical TherapyCuthbert Adeyemi-Hallworthcuthbert.adeyemihallworth@kinsalerowphysicaltherapymail.com(402) 555-011364Scale$349
Harrowgate Bakery WorksDellamarie Ostrowskidellamarie.ostrowski@harrowgatebakeryworksmail.com(402) 555-011023Growth$189
Pinecastle Dental StudioLeopold Hargreaves-Dubeleopold.hargreavesdube@pinecastledentalstudiomail.com(402) 555-01119Starter$79
Ferrymoor Auto GlassSoledad Quintanilla-Reevesoledad.quintanillareeve@ferrymoorautoglassmail.com(402) 555-011231Growth$189
Orchard Lantern CafePhilippa Tennant-Oyelaranphilippa.tennantoyelaran@orchardlanterncafemail.com(402) 555-011412Starter$79
Tamsin Brook LandscapingHartley Oyelowo-Bergstromhartley.oyelowobergstrom@tamsinbrooklandscapingmail.com(402) 555-011527Growth$189
Saltmarsh Tile and StoneCornelius Vandermeercornelius.vandermeer@saltmarshtileandstonemail.com(402) 555-011719Growth$189
Wexcombe Street VeterinaryMarguerite Adebayo-Lindqvistmarguerite.adebayolindqvist@wexcombestreetveterinarymail.com(402) 555-011638Growth$189
Dunmoor Family PharmacyIsadora Pellegrini-Wuisadora.pellegriniwu@dunmoorfamilypharmacymail.com(402) 555-011871Scale$349
Larkfield Print CollectiveRavindra Kolhatkarravindra.kolhatkar@larkfieldprintcollectivemail.com(402) 555-01198Starter$79
Wrenfield Craft DistilleryAurelio Sandoval-Keeneaurelio.sandovalkeene@wrenfieldcraftdistillerymail.com(402) 555-013221Growth$189
Corriganville RoofingHesper Valdiviahesper.valdivia@corriganvilleroofingmail.com(402) 555-012244Growth$189

12 more rows

Setup steps

46 sample rows · 8 columns

The tasks each customer must finish before their first real pay run, and who owes each one.

StepCustomerPhaseWho does itStatusDueDone on
Wrenfield — Enter state unemployment rate noticeWrenfield Craft DistilleryTax setupCustomerWaiting on customerJul 30, 2026—
Harrowgate — Compare our first test run with your last paycheck runHarrowgate Bakery WorksParallel runTallowfieldDoneJul 31, 2026Jul 29, 2026
Harrowgate — Approve the first real pay runHarrowgate Bakery WorksGo liveCustomerDoneAug 3, 2026Aug 1, 2026
Pinecastle — Compare our first test run with your last paycheck runPinecastle Dental StudioParallel runTallowfieldDoneAug 14, 2026Aug 12, 2026
Dunmoor — Collect direct deposit formsDunmoor Family PharmacyEmployee importCustomerDoneAug 14, 2026Aug 14, 2026
Pinecastle — Approve the first real pay runPinecastle Dental StudioGo liveCustomerDoneAug 17, 2026Aug 15, 2026
Wexcombe — Collect direct deposit formsWexcombe Street VeterinaryEmployee importCustomerDoneAug 18, 2026Aug 18, 2026
Dunmoor — Compare our first test run with your last paycheck runDunmoor Family PharmacyParallel runTallowfieldDoneAug 19, 2026Aug 19, 2026
Saltmarsh — Collect direct deposit formsSaltmarsh Tile and StoneEmployee importCustomerDoneAug 24, 2026Aug 24, 2026
Saltmarsh — Compare our first test run with your last paycheck runSaltmarsh Tile and StoneParallel runTallowfieldWaiting on customerAug 29, 2026—
Brindlewood — Enter state withholding account numberBrindlewood Home InspectionsTax setupCustomerDoneSep 6, 2026Sep 6, 2026
Quenby — Enter state withholding account numberQuenby Lane Fitness Co-opTax setupCustomerDoneSep 11, 2026Sep 11, 2026

34 more rows

Questions

16 sample rows · 8 columns

What customers ask while they set up, and the answer that went back.

CustomerTopicAsked onAnswer stateAnswered onAnswered by
Larkfield Print CollectiveBank linkOct 4, 2026Open——
Ravenmoor Bike ShopPay scheduleOct 4, 2026Open——
Glenhollow Plumbing SupplyBenefits deductionsOct 4, 2026Open——
Brindlewood Home InspectionsTaxesOct 3, 2026Open——
Eastbrook Learning PodsPay scheduleOct 3, 2026Open——
Corriganville RoofingEmployee importOct 2, 2026Open——
Marlowe Bend BrewingBank linkOct 1, 2026AnsweredOct 2, 2026Marisol Fairweather
Saltmarsh Tile and StonePay scheduleSep 30, 2026AnsweredOct 1, 2026Marisol Fairweather
Wexcombe Street VeterinaryTaxesSep 29, 2026AnsweredSep 30, 2026Ilsabet Ramaswamy-Aldana
Quenby Lane Fitness Co-opBenefits deductionsSep 28, 2026AnsweredSep 29, 2026Teodor Sandvik-Achebe
Sedgewick and Tull AccountingTaxesSep 27, 2026AnsweredSep 29, 2026Ilsabet Ramaswamy-Aldana
Dunmoor Family PharmacyEmployee importSep 26, 2026AnsweredSep 27, 2026Lina Morales

4 more rows

Calls

18 sample rows · 7 columns

Kickoff, tax and walkthrough calls customers book with the onboarding team.

CallCustomerKind of callTimeLengthStatusSpecialist
Go-live check with Kinsale Row Physical TherapyKinsale Row Physical TherapyGo-live checkJul 3, 3:00 PM30DoneLina Morales
Kickoff with Harrowgate Bakery WorksHarrowgate Bakery WorksKickoffJun 25, 2:00 PM60DoneTeodor Sandvik-Achebe
Go-live check with Harrowgate Bakery WorksHarrowgate Bakery WorksGo-live checkAug 6, 6:00 PM30DoneTeodor Sandvik-Achebe
Payroll walkthrough with Wexcombe Street VeterinaryWexcombe Street VeterinaryPayroll walkthroughSep 28, 7:00 PM90DoneTeodor Sandvik-Achebe
Tax setup help with Saltmarsh Tile and StoneSaltmarsh Tile and StoneTax setup helpSep 29, 3:00 PM45DoneIlsabet Ramaswamy-Aldana
Payroll walkthrough with Dunmoor Family PharmacyDunmoor Family PharmacyPayroll walkthroughOct 6, 4:00 PM90ConfirmedLina Morales
Payroll walkthrough with Larkfield Print CollectiveLarkfield Print CollectivePayroll walkthroughOct 7, 8:00 PM90BookedMarisol Fairweather
Tax setup help with Brindlewood Home InspectionsBrindlewood Home InspectionsTax setup helpOct 6, 2:00 PM45ConfirmedIlsabet Ramaswamy-Aldana
Tax setup help with Quenby Lane Fitness Co-opQuenby Lane Fitness Co-opTax setup helpOct 8, 6:00 PM45BookedIlsabet Ramaswamy-Aldana
Payroll walkthrough with Corriganville RoofingCorriganville RoofingPayroll walkthroughOct 7, 3:00 PM90CancelledTeodor Sandvik-Achebe
Tax setup help with Thistledown Childcare CentersThistledown Childcare CentersTax setup helpOct 9, 7:00 PM45ConfirmedIlsabet Ramaswamy-Aldana
Kickoff with Marlowe Bend BrewingMarlowe Bend BrewingKickoffOct 6, 8:00 PM60ConfirmedMarisol Fairweather

6 more rows

Forms and booking

Ask the onboarding team

Form
Ask the onboarding teamA page inside the customer portal for sending a setup question to the team.
What do you need help with? *
Which company are you with?
What is it about?TaxesBank linkEmployee importPay scheduleBenefits deductionsReports
Today's date
Send question

Book a call

Booking page
Book a call60 minutes
  • Monday09:00 – 16:00
  • Tuesday09:00 – 16:00
  • Wednesday09:00 – 16:00
  • Thursday09:00 – 16:00
  • Friday09:00 – 16:00
Your details
What should the call cover? *
Which company are you with?
What kind of call is it?KickoffTax setup helpPayroll walkthroughGo-live check
Book

Dashboards

Onboarding numbers

Customers
Monthly fees by stage
  • Live$1,074
  • Parallel run$806
  • Setting up$1,074
  • Kickoff booked$536
  • Signed$428
  • On hold$268
Customers by plan
  • Growth11
  • Starter9
  • Scale4
Customers by pay frequency
  • Biweekly10
  • Semimonthly4
  • Weekly5
  • Monthly5
Fees waiting to go live$1,074

Also included

  • Customer setup portalClient portal
  • Steps waiting on customersDigest
  • Onboarding boardStage rules
  • New questionNotificationWhen a customer asks a question, their specialist is told right away.

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