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Service

HR Projects & One-Time Setups

Defined HR setup and cleanup projects with clear deliverables, ownership, and handoff, without requiring an ongoing retainer.

Not every HR problem needs a monthly service. Sometimes the business needs one result: clean up the employee files, replace an outdated handbook, build an onboarding process, organize an HRIS, or create a recruiting workflow managers can repeat.

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  • QuickBooks Gold ProAdvisor
  • Intuit Certified Bookkeeper
  • Intuit Enterprise Suite Certified
  • IRS PTIN Holder

Service overview

Steady delivers defined HR projects with an approved scope, specific deliverables, decision owners, and a handoff plan. The project ends when the agreed work is complete, and ongoing support is optional.

Common HR projects

  • HR function or administrative-process setup;
  • digital personnel-file cleanup and organization;
  • Form I-9 file completeness review and correction coordination;
  • employee handbook development or update;
  • standalone policy projects;
  • onboarding and offboarding workflow design;
  • recruiting-process and interview-scorecard setup;
  • job-description libraries;
  • HRIS or applicant-tracking-system setup support;
  • payroll and HR data cleanup;
  • employee-change and approval workflow design;
  • performance-review process setup;
  • manager form and checklist libraries;
  • organizational-chart and employee-roster cleanup;
  • contractor-to-employee transition administration after approved classification decisions;
  • transportation recruiting-process setup with specialist compliance boundaries.

How a project is structured

1

Define the result

The project begins with the result the business needs, not a broad request to “fix HR.” A useful result is concrete: an approved handbook and acknowledgment workflow, a reorganized employee-file structure with an exception log, or a documented onboarding process with role-specific checklists.

The scope states what Steady will deliver, what source information the client will provide, who approves decisions, which systems are involved, and what requires outside review.

2

Inventory the current state

Steady reviews the materials and workflows relevant to the project. For a file cleanup, that means the existing folders, HRIS, payroll roster, naming conventions, and approved retention structure. For onboarding, it includes the offer handoff, forms, payroll, benefits, access, equipment, orientation, and manager tasks.

The inventory produces an exception list. Missing documents, contradictory policies, unresolved classifications, and legal questions are not silently filled with assumptions.

3

Build and review

Steady prepares the structure, draft, templates, or cleaned data included in scope. The client reviews operational decisions, and qualified specialists review legal, benefits, safety, tax, or regulated matters when needed.

For a handbook, see employee handbooks and HR policies . For employee files, see employee records administration . These focused pages explain the boundaries that also apply inside a project.

4

Implement and hand off

A finished document is not a finished process. The handoff can include manager instructions, a rollout checklist, employee acknowledgments, a maintenance calendar, permissions, file naming rules, and a list of open items outside the project.

If the client wants Steady to maintain the result, the project can transition into fractional HR support or a narrower recurring administrative service.

Example: employee-file cleanup

Suppose the payroll roster lists 22 active employees, the shared drive has 27 employee folders, and the HRIS contains 24 active profiles. Those counts do not establish which record is correct. They identify a reconciliation problem.

Steady would compare the approved roster sources, document exceptions, confirm status with an authorized client contact, organize the approved file structure, and list missing items. Questions about retention, corrections, access, medical records, or disputed employment facts would be routed to the appropriate reviewer.

The deliverable is not a claim that the employer is compliant. It is an organized record set, documented exceptions, and a maintenance process.

Example: onboarding process setup

The project maps the accepted offer through first-day readiness and early follow-up. Steady identifies each task, owner, trigger, system, due point, and completion evidence. The result may include a master checklist, role-specific addenda, employee communications, manager instructions, payroll and benefits handoffs, and an employee-file index.

The process can later be administered through employee onboarding support .

Protect the project from scope drift

HR projects often reveal adjacent problems. A personnel-file cleanup may uncover inconsistent payroll records. A handbook project may reveal that managers use different time-off practices. An HRIS setup may expose unresolved employee statuses.

Steady documents those findings and separates them into three groups: required to complete the current project, optional improvements, and matters requiring specialist or client decisions. The client approves any material scope change before additional work begins.

This keeps the project honest. The agreed deliverable is not delayed by every possible improvement, and a newly discovered legal or data issue is not buried just because it sits outside the original request.

Build a maintenance owner into every deliverable

A clean file structure or new checklist will decay if no one owns updates. The handoff identifies who maintains each document, how changes are approved, where the current version lives, what triggers a review, and how new managers learn the process.

Steady can train the assigned administrator, provide a short operating guide, or maintain the process through a recurring service. If the client keeps the work internally, the final project package still includes the information needed to continue without Steady.

Use acceptance criteria, not a vague finish line

Before work begins, the project should state how the client will know each deliverable is ready for approval. A file cleanup might require an agreed folder structure, reconciled roster, exception log, access map, and maintenance checklist. An onboarding project might require an approved master workflow, role addenda, employee communication, manager instructions, and tested payroll handoff.

Steady presents the deliverable for review, records requested changes, and closes the milestone after the authorized client contact accepts it. Items waiting on unavailable records, legal advice, system permissions, or a leadership decision are documented separately. This prevents an open dependency from being hidden inside a “complete” label while still allowing the defined project work to close cleanly.

At closeout, the client receives the final approved version, not a folder full of competing drafts. Superseded working files are labeled or archived under the agreed method, and the handoff identifies the official location. This gives managers and future administrators a clear starting point.

Questions, answered

Common questions

Do we need a monthly contract for an HR project?

No. A project can stand alone with defined deliverables and a completion point. Ongoing support is optional.

Can the project include legal review?

Steady can coordinate with the client's employment counsel or another qualified professional. Legal fees and the advisor's scope are separate unless expressly included by agreement.

Can you clean up data in our HRIS or payroll system?

Yes, when the project includes system access and approved correction rules. Steady documents exceptions and client approvals instead of changing disputed or unclear data on its own.

Will you create templates we can keep using?

Yes. Projects can include checklists, forms, standard operating procedures, file indexes, scorecards, acknowledgment forms, and maintenance calendars tailored to the approved workflow.

How long does a project take?

The timeline depends on scope, number and condition of records, system access, client response time, and specialist review. Steady defines milestones after reviewing the current state.

What happens after the project?

The client receives the agreed deliverables, open-item list, and maintenance instructions. Steady can provide training or ongoing administration if separately requested.

Fix the HR process that keeps creating extra work

A focused project can give the business a clean starting point without committing to a broader service than it needs.

Book a Free Discovery Call to describe the HR setup or cleanup result you want.

Service scope

Ivan Dyakov, founder of Steady Tax & Bookkeeping

Founder-led service

Ivan Dyakov

Ivan leads client strategy, major relationships, and service standards, supported by a specialized delivery process built for consistency.

Meet the founder
  • QuickBooks Gold ProAdvisor
  • Intuit Certified Bookkeeper
  • Intuit Enterprise Suite Certified
  • IRS PTIN Holder

A clear next step

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