Provider operations
Run a branded multi-client service
Configure the provider, add governed clients, oversee portals, and follow operations without flattening organization boundaries.
EOR infrastructure
Your EOR platform. Your brand.
Manage client and worker operations under your brand. UPP supplies the software; the provider and configured employer entities retain legal-employer responsibility.
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Operational sequence
Follow the work from first move to final handoff.
Each stage carries the production record forward so the next team begins with the context it needs.
- Configure brand and entities
Establish the provider operating frame
Set provider configuration for white-label branding, custom domains, employer entities, EIN, tax, and funding responsibilities.
- Add clients
Create separate client organizations
Open governed client organizations with distinct productions, billing contexts, permissions, and data scope inside provider operations.
- Open portals
Serve clients and workers under the provider's brand
Offer client administrator and worker portals for onboarding, review, production context, and service while preserving tenant boundaries.
- Govern compliance
Keep employer and client responsibilities explicit
Coordinate onboarding and review across configured employer entities and client scopes with auditable exceptions and governed access.
- Run payroll
Operate payroll and money workflows by scope
Connect payroll, funding, payments, and tax operations to the correct provider, configured employer entity, client, production, and worker context.
- Report
Deliver scoped reporting and audit history
Give provider teams and authorized clients reporting and audit context limited to the organizations and productions they govern.
The right operational view
Shared context. Clear outcomes for every role.
Client administrator
Work inside the assigned client scope
Review production, onboarding, funding, payroll, and reporting context for the client organizations they are authorized to serve.
Payroll
Keep each run attached to its employer context
Follow approved work, funding, calculation, payments, and exceptions against the configured employer and client structure.
Compliance
Preserve review, access, and audit boundaries
Govern onboarding, tax, document, and employer context across tenant boundaries with a reviewable history.
Evidence in context
See each workflow in context.
Provider brand and entities
Configure the service from the provider layer
Keep provider-controlled branding, domain, legal entities, EIN, tax, banking, and operating policies attached to the appropriate governed scope.
Tenant portals
Serve clients and workers inside separate boundaries
Give client administrators and workers provider-branded paths scoped to their assigned organizations while the provider controls access and service operations.
Provider audit and governance
Keep obligations reviewable across clients
Connect onboarding review, payroll, funding, payments, tax operations, scoped reporting, and audit history to the correct provider and client context. Legal-employer responsibility remains with the provider and configured employer entities.
Connected capabilities
Continue through the production system.
A production-sized walkthrough
Walk through your provider operating model
See how UPP can support branded, governed multi-client operations while preserving the legal-employer boundary.