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Payentry Services Brochure

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Message PAYROLLHUMAN RESOURCESINSURANCERETIREMENT

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Simple.Predictable.Transparent.Finally, a payroll partner with a completeplatform for every personnel managementneed.No integration hassles.No managing multiple vendors.Just Great Service.Just Payentry.

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Our solutions are packed with enterprise functionalitydesigned to streamline manual processes and createefficiencies, which saves time, money, and reduces errors.Our software is intuitive and designed to support the entireemployee life cycle.We provide comprehensive HCM solutions, including HR,Insurance, and Retirement Plan Services, along with arange of relationship-enhancing support to help you andyour employees achieve more. Our company culture is brought to life by a team ofexperienced, devoted, service-minded professionals whoembrace the power of exceeding expectations at everyopportunity. ABOUT PAYENTRYWe are a forward-thinking human capitalmanagement solutions company focused ondelivering exceptional service combined withefficient technology.

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Hosted Suite ofSolutions (SaaS).SSAE 18 SOC 1Type 2 Certified.Tax filing andcompliance inall 50 UnitedStates.Dedicated ClientAdvocates ready toanswer your call.We collaborate with you to deliver outcomes thatdrive your success, work with you through everystep of implementation, and are always just aphone call away.

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Our versatile product suite is designed to scale andadapt to your needs, paired with robust resources thatmake us the perfect partner for your success.We are committed to helpingbusinesses address today’s evolvingchallenges. Our U.S. based team isdedicated to deliveringoutstandingpersonalized service tohelp you overcomeobstacles and reachyour goals.You can count on us toprovide services thatgo above and beyondto ensure security,accuracy, andtransparency everystep of the way.Our priority isdelivering anexceptionalexperience. We continually evolveto meet and surpassyour uniquerequirements.Service Trustworthy InnovativeWe regularly earn perfect NPS reviews from our clients andconsistently rank among the highest NPS performers in our industry.Our integrity is vital to our ongoing success. We will always do theright thing. DISCOVER PAYENTRY

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Payroll ServicesCloud-powered solutions that arestraightforward, scalable and designed toeach client’s specifications by a team ofdedicated payroll pros.HR ServicesComplete personnel management includingtalent acquisition, employee relations, audits,compliance, policy development, andconsultations.Insurance ServicesExtensive selection of employee benefits withseamless enrollment and payroll integrationfor a streamlined experience combined withmaximum value.Retirement Plan ServicesComprehensive solutions designed withcomplete payroll integration, easyadministration, and expert support to helpensure employees’ financial future.OUR SOLUTIONS

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CollaborativeWe take the time to get to know you, yourbusiness, your objectives, and the demandsyou face every day. Customized SolutionsWe then design a solution that iscustomized to your specific needs.Technology Development In-HouseOur in-house technology, tax and softwaredevelopment teams mean you havecomplete control over your end-product. Personalized SupportYour dedicated support team is just a phonecall or email away. No robots. No endlessmenu of automated prompts. Just smart,experienced, great people ready to help. Our mission is to deliver a user-friendly human capitalmanagement solution designed tostreamline manual processes andcreate efficiencies saving time,money, and reducing errors. THE PAYENTRYADVANTAGE

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Simplified ImplementationOur simplified implementation processincludes a designated payroll pro to help youand your team every step of the way.Relationship EnhancementsOur ongoing relationship enhancing servicesinclude payroll reminders, regulatory updates,webinars, complimentary ancillary services,and other communications to help you stayinformed.ScalableWe understand that business changes. Oursolutions are completely scalable and can beredesigned as your business evolves.Our full suite of services is scalable,customizable, and the resources weprovide ensure we remain the idealpartner.

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NextGen is built to support employers in addressing challenges acrossHR and payroll, offering an easy solution to the ongoing demands ofemployee management.We address the unique complexities of each company with ease. Trulysimple solutions can be hard to find, and many systems make complexsituations even more challenging. Our software simplifies the process.Payentry NextGen offers intuitive technology that makes processingpayroll easy.An Innovative next step in workforce management builtby our customers, for our customers.NEXTGEN

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Finally, a transparent payroll system that’s easy to navigateand understand.No hidden fees. No complicated contracts.Just a perfect solution to meet your business needs todayand scalable for the future.

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From start-ups to establishedbusinesses withpayroll and tax needs.Enjoy enterprisefunctionality backedby our dedicated one-on-oneimplementation andcustomer service withsimple, predictable,and transparentpricing. PayentryPayroll OnlyPayentryComprehensivePayentryComprehensive +For businesses withadvanced payroll, HR,compliance andreporting needs.Our PayentryComprehensivepackage is full ofscalable andcustomizablefunctionalityoptions to help youmanage the entireemployee life cycle.For businesses withmore complex payroll,HR management,compliance and benefitenrollment needs.Enjoy access toenterprise functionalitywhile working directlywith our team of payroll,HR and benefitsprofessionals to designthe perfect solution foryour business. Our innovative solutions are customized to the uniqueneeds of each client we serve, supported by a dedicatedClient Advocate. PAYROLL PACKAGES

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Choose Your Custom Payroll Solution

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Enhance Business PerformanceAsses your HR practices and processes andreceive personalized HR support along withstrategic recommendations to drive betteroutcomes.Boost EfficiencyStreamline multiple systems into oneintegrated HR, benefits, and payroll platform toimprove productivity. Access interactive toolsto create handbooks, job descriptions andmore.Minimize RisksEnsure compliance with federal and stateemployment laws and regulations with laborlaw posters and alert notifications.
Empower Your WorkforceDevelop a motivated, engaged team thatcontributes to long-term organizationalsuccess while also improving quality talentacquisition and employee retention.HUMAN RESOURCES

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HRComplianceHR PrimeHR PremierTHREE LEVELS OF SUPPORT TO CHOOSE FROMWe are your trusted partner to helpmaintain payroll and HR complianceproactively.

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Alert Notifications for Stateand Federal Law ChangesAll-in-One State and FederalLabor Law Compliance Poster Benefits Document CreatorCalculators – Cost Per Hire,Overtime and MoreCompliance CalendarEmployee HandbookDeveloperFederal Forms and ResourcesHR Articles, Quick Guides andLaw LibraryHR Compliance for All 50StatesHR Fitness TestHR Newsletters and WeeklyTips/HR SnapshotsJob Description BuilderLive Chat with an HR Pro +Unlimited Phone and EmailSupportSalary Comparison ToolSmart Employee HandbookState Forms and ResourcesHR PrimeHR Compliance24/7 Employee Self-Service AccessAlternative Workweek ScheduleAssistanceCustom Employee Handbook &Updates Customized Job Descriptions &Offer LettersDirect Support from Our CertifiedHR ExpertsEmployee Stay InterviewsJob Posting, Recruiting and HiringAssistanceLeave of Absence ManagementLong-Term and Ongoing HRStrategy PlanPaperless Onboarding SoftwareState Unemployment Insurance(SUI) Claims AdministrationTermination Assistance andGuidanceWorker’s Compensation ClaimManagement *Under E-CompWorkflow Communication SoftwareIncludes all of the services in ourCompliance plan plus:HR TIERS

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Recruit & Retain the Best TalentStrategic hiring process development.Employee screening service.Paperless, mobile-friendly onboarding.Benefits & Administration SolutionEasy benefits and 401(k) enrollment.Wellness resources for employees.Fully integrated with payroll.ACA processing and filling.Streamline Essential OperationsMonitor key metrics.Access to over 160 standard reports andcustomizable reporting options.Self-service HR technology for bothemployees and managers.Develop Your WorkforceAccess to on-demand courses LearningManagement System (LMS).Implement a structured performancemanagement system.Develop a clear career path program thatsupports long-term development.Ensure ComplianceLegal compliance and risk management.Customized Workplace Violence PreventionPlan (WVPP).Workplace investigations.HR PREMIER

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Easy to ManageEnroll, renew, and manage your employeebenefits online.Integrated PayrollEliminate dual-entry and improve data accuracyby taking advantage of our perfectly integratedpayroll and benefit administration platforms.Compliance & ReportingAutomated alerts to take action. Library ofstandard reports and report writer options (ACAreporting options).We offer many different types of insuranceprograms including:Health, dental and vision insurance.Legal plans and executive benefit plans. Life and disability insurance. Benefits enrollment integration.Premium only plans. Flexible spending. COBRA administration partnership.Workers’ compensation.FSA/HSA administration partnership.Supplemental insurance.Legal & ID theft services.Additional voluntary benefit options.We understandthe day-to-dayfunctions ofinsurance,benefits, andhuman resources. Our licensedagents have theknowledge andexperience tohelp you selectthe right benefitsfor youremployees. Working togetherwith you, wedevelop uniquesolutions to meetyour businessneeds. Health/Life Licensedin: AR, AZ, CA, CO, CT,FL, KS, MI, NC, NM,OH, PA, TN, TX, SC, VA.We deliver a streamlinedexperience with maximum value.Simplified BenefitsAdministrationINSURANCE SERVICES

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Reducesredundancy.Streamlines info toemployees.Full report writingand export.System generatedreminders.Customizablelayout.Benefits systemof record.Change andaudit reporting.Customizableaccess levels.CommunicationControlBenefits and plandetails available24/7.Desktop andmobile friendly.Workflow triggers.Displayed onPayentrydashboard.Real-time data flow.ConnectivityEmployee Navigator is the premier employeebenefits management system that integrateswith your Payentry payroll system already in use.EMPLOYEE NAVIGATOR

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We provide three retirement plan options tailored to meet yourorganization’s needs. Whether you're introducing a newretirement plan or enhancing an existing one, we’re here to helpyou do more.RETIREMENT PLAN OPTIONSRETIREMENT PLANSERVICES

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Low Employer CostOur plans typically offer pricing that is10-20% lower than our competitors, makingit affordable to offer retirement as a benefit.Automatic Payroll UploadsReduce duplicate data entry, keying errors,and compliance issues.Employees Save More for RetirementAll funds are offered at institutional pricingwithout commissions.Our plans feature institutional pricingand investment advisory services,helping to ease your fiduciaryresponsibilities as an employerSecurities offered through Registered Representatives of Cambridge InvestmentResearch, Inc., a Broker-Dealer member FINRA/SIPC. Advisory services throughCambridge Investment Research Advisors, Inc., a Registered Investment Adviser.Cambridge and Payentry Financial Services are not affiliated. We cannot accepttrade orders through email. Important letters, email, or fax messages should beconfirmed by calling 704-609-8405. No texts.

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Intelligent ClockDesigned with employee awareness, offeringonly the entry options that are relevant to eachemployee’s current status and location.Employee Time EntriesAutomated timekeeping with Payentry’s KioskClock. At your location, individuals can clock inand out easily using as little as their Clock ID.Compliance & ReportingAll of your relevant employee data regardingscheduling, recorded hours, and previous time-off requests are all just a few clicks away.Time andattendance.Smart software.Scheduleenforcement.Biometric clock.Performanceanalytics.Balances andaccruals.Break tracking.Mobile app.Your CompleteTimekeepingSolution Includes:From our Timekeeping Portal you canmanage timecard approvals, assignedschedules, approve time-off, and evenview reports with real-time attendancedata.WORKFORCE MANAGEMENT

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Simplify employee timekeeping and payroll integrations.Save time on manual processes.Eliminate the risk of human error.Reduce labor costs.Automated timekeeping.Simplified payroll integration.Supports onsite, remote and hybrid employees.TIME AND ATTENDANCE

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We are committed toproviding our clients withthe best possible payrolland technology serviceexperience. Our commitment extendswell beyond excellentcustomer service. It alsodrives our efforts to ensureclients’ privacy and security,as well as ensuring thereliability of our systems.Payentry NextGen SecurityPayentry has strict passwordpolicies as well as expiration datesfor NextGen users. Security rolesand admin permissions can befurther customized depending onyour specific company needs. Wealso utilize multi factorauthentication via mobile app,text message, or voice call foradditional security.SECURITY &COMPLIANCE

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Internal Hosting & SOC AuditsPayentry utilizes the Azure cloudand maintains a 99.999+ % uptimefor our cloud based human capitalmanagement solution. Payentryrotates audit firms for SOC I, Type2 auditing and regularly conductspenetration testing to our ownenvironment.Internal IT StaffThe Systems and InformationTechnology (IT) Team isresponsible for internalinformation systemsmanagement. Payentry’s IT Teamdesigns, deploys, and manages allinternal systems keeping ouremployees compliant and up todate on security protocols toprotect your data.Internal Compliance Tax TeamThe Compliance Team’s primaryobjective is to help ensure thePayentry software platformcomplies with the tax calculationand reporting requirementsdefined by the various federal,state, and local taxing authorities.BackupsBackups are done frequently andPayentry adheres to storagestandards for our industry.Payentry maintains a disasterrecovery plan as well as othersafeguards to ensure yourinformation is protected.Daily Reconciliation of ClientFundsWithin payroll processing,reconciliation is crucial to maintainthe financial integrity of theCompany. By reconciling accountsdaily, Payentry helps to ensurethat customer funds and liabilitiesare handled appropriately.

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Empower employees to access theiremploymentinformation.View pay historyand personalearningsstatements.Clock in and out,switch departmentlocation and/or job,with an optionalcomment section.View employeecontact information,status, accruals,direct deposits anddeductions.View and downloadtax forms.Same-Day PayrollFundingLoans are available upto $500,000 with ratesas low as 1.5% per weekupon qualification.Repay at the end ofthe following monthand keep using asneeded.Easily andconveniently requestpayroll fundingcoverage anytime atPayentry.com.Employees rely upon employers to provideverification to support life events.The Work Number from Equifax can reducework for you and keep life moving for youremployees. This Income and EmploymentVerification service is added to your payrolloffering at no cost to your company.®The Work Number®PayentryMobile AppPayro is a payroll solution that provides short-term payroll loans with same-day fundingwhen needed.ENHANCEMENT SERVICES

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Earned Wage Accesshelps bridge the gapbetween paydays. All Payentry clientsmay offer employeesaccess to their earnedwages before paydaywith no risk or fees foryour business.$5 flat fee foremployees.No credit check.No debt.Funds sent directlyto your employee’sbank account inseconds.Wages On-DemandPay CardsPay Cards are an idealoption for thoseemployees who wantthe benefit ofelectronic payrollwithout requiring atraditional bankaccount.Employers are legally obligated to make laborlaw notices available to their entire workforce.This is a simple compliance solution designedfor traditional worksites, remote and hybrid.Labor Law e-Poster CenterDigital service accessed through a simpleapplication link.Automatic filtering of labor law notices bystate or ZIP Code.Access to all 50 United States, the Districtof Columbia and Puerto Rico.Includes city and county notices.Pay-as-you-go subscription.Labor LawPosters

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Unlimited customreports, GL reportingand QuickbooksOnline  integration.®Ongoing revenueshare for the life ofthe client relationship.Select white labelor co-brandingoptions.Offer exclusivediscounts tomembers.Access to our full suiteof product and serviceofferings, including ourteam of payroll, tax andcompliance pros.Build a new revenuestream and improveclient retention byoffering PayentryNextGen.White-label payroll services made easierand more efficient.PARTNERSHIP SERVICES

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Our partnerships expand yourservice offerings.Earned wage access.Background check services.Automated income and employmentverification.Pay Cards.Federal and State Labor Law postersubscription.Pay-As-You Go Workers’ Compensation.Payroll funding coverage.Timekeeping solutions.ACA compliance.*Offer subject tochange withoutnotice. Terms andconditions apply.Prior customers orreferrals made priorto 6.15.2025 are noteligible. Rewards areissued once thereferred clientbecomes active. Refer a newbusiness client and earn rewards.*Earn a $100 payrollcredit for every newbusiness yousuccessfully refer.Client ReferralProgram

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BUSINESS INSIGHTS We continually offercomplementary virtualevents designed fortoday’s immediatebusiness needs.These expert-ledsessions cover an arrayof timely, importanttopics. Each eventincludes interactiveQ&A, completerecordings for futurereference andopportunities to learn. Our blogs are designedto be concise, engagingand cover a broad-range of topics.Whether it’s industryinsights, expert tips,company culturehighlights or just a littleinspiration to brightenyour workday, ourapproach keeps thingsfresh, relevant and easyto enjoy.We make accessingwhat you needeffortless. Clearinformation is alwaysavailable right at yourfingertips. Whether it’s a “How To”step-by-step videoinstruction or access toimportant documents,our Resources Hub isalways available andcontinually updatedwith the most currentinformation.Events Blogs Resources

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Meet Our Team & Let’s Talkwww.payentry.com/lets-talkWe make interactingwith us easy.We invite you to connect withPayentry on any of our socialchannels for the latest news,updates, events and more. In FB IG X YT

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07.2025