The modern PEO operating stack your clients already expect.

Who it serves

Three dashboards on one tenant record—PEO operators, client admins, and employees.

• PEO staff & ops

  Portfolio launchpad, cross-client queues, compliance counts, and drill-down into any client company.

• Client admin

  Scoped Helm for one employer: workforce, payroll, benefits, time, and service without the full back office.

• Employee self-service

  Pay, time, benefits, documents, and tasks from a mobile-friendly ESS home.

Core HCM modules

The IQ suite inside People IQ—each module shares the same employee and company record.

• Workforce IQ

  Employee master, roster, departments, positions, job profiles, org chart, bulk import, certifications, and workers’ comp on the employee record.

• Onboard IQ

  New-hire checklists, templates, I-9 and direct deposit, PEO document library, and Day One self-service onboarding.

• Hire IQ

  Applicant tracking, requisitions, interviews, offer letters, and hiring pipeline tied to workforce create.

• Payroll IQ

  Payroll runs, pay history, tax center, ACH and deposits, export schedules, integrations, and client payroll configuration.

• Benefits IQ

  Plan catalog, enrollment, elections, COBRA, ACA, carrier feeds, EOI, FSA/HSA/HRA, and retirement.

• Time IQ

  Time and attendance, schedules, PTO and leave, overtime, break compliance, team schedule, live clock, and payroll export.

• Shift IQ

  Shift board, open shifts, swap and claim flows, coverage alerts, and scheduling alongside Time IQ.

• Doc IQ

  Employee and company document vaults, templates, e-signatures, policy distribution, and compliance packets.

• Perform IQ

  Goals, reviews, and performance workflows for managers and HR.

Risk, safety & intelligence

• Safety IQ

  OSHA recordkeeping, safety programs, and incident workflows on the client account.

• Claims IQ

  Workers’ comp claims, reserves, and carrier coordination on the same company record.

• Intel IQ

  Portfolio analytics and exports for operators with data-access permissions.

• Ledger IQ

  GL mapping, payroll journal logic, and finance outputs aligned to payroll runs.

Per-client workspace

What client admins and PEO staff see when working a single employer.

• Helm

  Client command center: headcount, payroll status, compliance signals, and quick actions.

• Compliance & I-9

  I-9, E-Verify, and workforce compliance tasks in one queue.

• Billing

  Client billing and AR context for PEO staff on the account.

• Contacts

  Client stakeholders and HR contacts on the company.

• Notes

  Operator notes and account history visible to PEO staff.

• Company profile

  Legal entity, locations, and client metadata.

PEO operations console

Cross-client tools when operators step out of a single company context.

• Ops Dashboard

  Cross-client KPIs, alerts, and portfolio summary.

• Payroll Queue

  Batch payroll processing across clients with operator workflows.

• Payroll Communications

  Client payroll comms, notices, and operator messaging.

• All client employees

  Search and manage employees across the book of business.

• Benefits Admin

  Cross-client benefits operations and open enrollment support.

• Compliance

  Portfolio compliance reporting and open task visibility.

• Payroll Calendar

  Firm-wide payroll calendar and due dates.

• Pending timesheets

  Cross-client timesheet exceptions before payroll.

• PAGA exposure

  California PAGA exposure reporting for the portfolio.

• Manage clients

  Client roster, switching, and implementation status.

• Internal staff

  Workforce IQ scoped to the PEO’s own organization.

• Manage users

  People IQ roles, invites, and client admin access.

Settings & control plane

Tenant-wide libraries and rails that configure every client on People IQ.

• Payroll & tax

  Federal tax accounts, SUTA by state, wage bases, payroll operations, GL account mapping, GL output format, payroll calendar, PEO tax entity, and state tax reference.

• Workers' comp

  Master WC policy, class rate tables, overrides, XMOD / EMR history, carrier roster, pay-as-you-go, loss run automation, and audit management.

• Benefits configuration

  Health plan catalog, carrier roster, ACA, COBRA, FSA/HSA/HRA, 401(k) / retirement, and open enrollment defaults.

• Banking & finance

  Banking and ACH config, NACHA engine, ACH returns and NOCs, client P&L defaults, billing and AR rules.

• Compensation libraries

  Pay types, compensation structures, deduction library, and job title library.

• Compliance & HR defaults

  Jurisdictions, minimum wage, I-9 and E-Verify, new hire reporting, HR defaults, OSHA, WOTC, EPLI, leave types, and accrual policies.

• Integrations

  Connected systems, ConnectIQ workspace, sync health, EDI 834 carrier feeds, tax filing agency connections, and API keys.

• Portals & communications

  Client self-service defaults, employee self-service, paystub format, and communication templates.

• Identity & access

  Legal entity, brand and white-label, PEO documents, roles and permissions, and module entitlements.

• Time IQ hardware

  Clock hardware and device configuration for time collection.