Give has seven people in three states and a move to a PEO planned for January 1. The PEO handles payroll taxes, benefits and workers' comp. We do the HR work around it on a quick turnaround, and on HR Partner we run payroll for you too.
Prepared for Lauren McLamb, TIFIN Give, by Caleb Sherrill and Lui Prieto. November 4, 2026. SMBHR is the fractional HR firm that works with Pillar PEO Advisors.
A move to a PEO usually brings HR work with it.
Offer letters, a handbook, pay plans, visa timing and employee files are the usual list. The audit shows which of these Give actually needs before January 1.
This holds with Justworks or LBMC. On Core HR, Lauren runs payroll in the PEO with us on call. On HR Partner, we run payroll for you.
| The work | PEO | Core HR | HR Partner |
|---|---|---|---|
| Payroll taxes, W-2s, benefit plans and workers' comp coverage | Included | Not included | Not included |
| Running payroll for you each pay period | Not included | Not included | Included |
| Hires, exits and pay changes entered in the PEO | Not included | Not included | Included |
| A named HR lead, answering within a day | Not included | Included | Included |
| Handbook and policies for Give | Not included | Included | Included |
| Coaching on write-ups and terminations | Not included | Included | Included |
| Offer letters and onboarding, done for you | Not included | Not included | Included |
| Employees can come to us directly | Not included | Not included | Included |
| Employee files kept ready for a buyer | Not included | Not included | Included |
IncludedNot included
Built from our calls and what a move like this usually involves. The audit confirms what applies to Give.
Letters that name the right employer and terms, checked against the PEO setup.
Start-upPolicies with the North Carolina, New Jersey and Pennsylvania rules, ready when the PEO starts.
Start-upWritten down, current and signed for 2027.
Start-upAnything the PEO move changes for a visa, worked out with Envoy ahead of time.
Start-upOffer letter, agreements, I-9 and pay history in one place, set up the way a buyer will ask for them.
Start-upLeave, pay rules, a hard conversation, a termination. Lauren asks, and we answer within one business day.
Core HRNew hires as Give grows: offers, onboarding and a check-in at 90 days.
HR PartnerPayroll run for you each pay period, with hires, exits and pay changes entered in the PEO.
HR PartnerA buyer's HR questions, the data room files and letters for key people. Scoped when a sale starts.
LaterMost companies Give's size start with one of these. We tailor it after the audit and a look at your growth plan. What Pillar already does through the PEO stays at no cost.
Through Pillar
Every yearComes with placing Give on the PEO. The PEO pays Pillar for it, not Give.
No cost to GivePaid by the PEO
Smaller
Monthly check-inFor Lauren running HR herself, with a senior HR person a call or an email away.
Scoped after an HR auditFixed monthly fee
Fuller
Check-in every two weeksFor handing HR off. We run payroll and the PEO with Lauren, and employees come to us.
Everything in Core HR, plus:
Scoped after an HR auditFixed monthly fee
Getting started. Either package usually starts with the first five items above: offer letters, the handbook, the commission plan, visa timing and a file for each person. The audit confirms which ones Give needs.
Both packages: Lui Prieto as your HR lead, Emily Snooks as backup, and Caleb on anything big. Everything we can help with
Give's timeline is tight, so the audit focuses on what has to be in place for January 1. The scope and a fixed monthly fee go in writing, with no hourly billing.
Offer letters, agreements, the commission plan and any HR policies you use today.
We review it, talk through the growth plan with you, and put one package and its fee in writing.
Whatever the audit shows has to be in place before January 1.
With the HR basics in place from the first payroll.
Both packages run on a 12-month term, and you can leave without penalty in the first 90 days. A buyer's due diligence, recruiting, investigations and work for other TIFIN companies are separate projects.
Questions about any of this? Reach either of us.
We're glad to walk Blake through it, or to adjust a package to fit what Give needs.