Provider operations
Run a branded multi-client service
Manage your brand, client organizations, portals, and service operations while keeping each client’s records separate.
EOR infrastructure
Your EOR platform. Your brand.
Manage client and worker operations under your brand. UPP supplies the software. Legal-employer responsibility remains with the provider and configured employer entities.
Book a tailored walkthrough
Inside UPP
See the tools your operations team can use.
Explore onboarding and finance screens with demo data. The CFO view shows provider-side reporting; client access is managed separately.
Review the startwork your workers submit
Follow individual and batch onboarding progress, filter by status, and review outstanding items before the responsible team approves readiness.
Operational sequence
From client setup to reporting.
Set up your employer and client structure, review the work and keep clients informed throughout the service.
- Configure brand and entities
Set up your brand and employer entities
Set your white-label branding, then configure employer entities, EIN, tax-handling, and funding responsibilities for your service.
- Add clients
Create separate client organizations
Create separate client organizations with their own productions, billing records, and permissions. Keep each client’s records separate.
- Open portals
Give clients and workers their own entry point
Provide client administrator and worker portals under your brand, with access limited to the organizations and records each person is authorized to use.
- Govern compliance
Review startwork and outstanding items
Review completed onboarding, documents, and exceptions for the relevant employer and client. Keep the review history available to authorized teams.
- Run payroll
Follow payroll from approval to payment
Review payroll, funding, payments, and tax operations against the correct employer entity, client, production, and worker.
- Report
Give each client a view of their operation
Provide reporting and audit history for the organizations and productions each team is authorized to manage.
The right operational view
Shared context. Clear outcomes for every role.
Client administrator
Review your client’s productions and payroll
Review productions, onboarding, funding, payroll, and reports for the client organizations you are authorized to serve.
Payroll
Keep each pay run with the correct employer
Review approved work, calculations, funding, payments, and exceptions for the correct employer and client.
Compliance
Review documents and decisions
Review onboarding, tax, and employer records with the history of changes and decisions available to authorized teams.
Plan your next step
Know what to expect.
Start with your workflow. Use the walkthrough to confirm the setup, responsibilities and tools your team needs.
Who is the legal employer?
UPP provides the software infrastructure. Legal-employer responsibility remains with the provider and its configured employer entities. The walkthrough should establish the employer, tax, funding and operational responsibilities for your setup.
What can a client access?
Client permissions control access to assigned client records and available actions, including viewing production and payroll activity, approving work and paying invoices. A client can have view-only access without payment authority.
What can carry our brand?
The client portal supports organization branding such as the company name, logo, primary color, support email and policy links. Review your desired client and worker experience during configuration.
What should we confirm before implementation?
Review your employer entities, clients, worker onboarding, approval responsibilities, funding process, tax-operation setup and reporting needs. Your proposal should confirm the modules, integrations, implementation and support included.
Connected capabilities
Continue through the production system.
A production-sized walkthrough
See how your EOR service would work in UPP
Walk through your client structure, employer entities, portals, approval process, and reporting needs with the UPP team.