Provider operations
Control the service across clients
Manage branding, employer setup, client organizations, and permissions for your service.
EOR provider infrastructure
Run your EOR service under your brand.
Offer clients branded onboarding, payroll operations, and reporting. UPP provides the software; your employer entities retain legal-employer responsibility.
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
Configure your brand and employer entities
Set up your branding and employer entities, then review the EIN, tax-handling, and banking configuration your service uses.
- Add clients
Set up each client’s organization
Create separate client organizations with their own productions, billing records, and authorized administrators. Keep each client’s records separate.
- Open portals
Give clients and workers a branded portal
Provide client administrator portals and worker portals under your brand. Your provider team controls who can view records, approve work, and make payments.
- Onboard and review
Review the startwork workers submit
Workers complete onboarding through their portal. The responsible provider or client team reviews the submission and resolves outstanding items before approval.
- Approve and pay
Review payroll, approvals, and funding
Review payroll approvals, funding, payments, and tax operations against the correct employer and client. Keep outstanding questions visible to authorized teams.
- Report and govern
Give clients reports and retain review history
Provide client reporting and audit history for the organizations each user is authorized to manage, while keeping each client’s records separate.
The right operational view
Shared context. Clear outcomes for every role.
Client administrator
See the work for your client organization
Review productions, worker readiness, and client reports. Approval and payment actions depend on the permissions your provider assigns.
Payroll
Review each run for the correct employer
Review payroll approvals, funding, payments, and tax operations with the employer, banking, and client records behind them.
Compliance
Keep responsibility and evidence explicit
Review onboarding completion, exceptions, access, and audit history. Legal-employer responsibility remains with the provider and its configured entities; UPP does not become or assume the provider's legal employer status.
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
Plan your EOR workflow with us
Bring your client structure, employer setup, and approval process. We’ll walk through the portals, payroll operations, and reporting your team needs.