Fractional HR proposal

Prepared for TIFIN Give

For Lauren McLamb

What we heard from you, what Justworks covers, and how SMBHR handles the HR work around it.

What Justworks coversThe two packagesEverything we can help with

By Caleb Sherrill and Lui Prieto, SMBHR. November 4, 2026. SMBHR is the fractional HR firm that works with Pillar PEO Advisors.

From our calls

What we heard from you.

Six things came up on our calls with Lauren. Each one is covered in what follows.

  1. 01

    Where Give is today

    • Moving to Justworks on January 1
    • A transition on a tight timeline
    • A new director of accounting running payroll
    • Seven people in three states
  2. 02

    Compliance in three states

    • Pay, leave and notice rules differ in NC, NJ and PA
    • A handbook updated for Give
    • Required postings and a yearly review
  3. 03

    Someone to run Justworks

    • Hires, exits and pay changes handled
    • Justworks questions and escalations
    • Lauren freed up for operations
  4. 04

    Hard moments done right

    • Write-ups and performance plans
    • Terminations and final pay by state
    • Unemployment claims answered
  5. 05

    Ready for what's next

    • Growth to about 10 people next year
    • The sales commission plan in writing
    • Visa timing with Envoy
    • Employee files kept clean and complete
  6. 06

    Quality you can count on

    • Senior HR experience behind every answer
    • The same people every time
    • Work done right the first time
Justworks

What Justworks does for Give, and what it leaves to you.

Justworks becomes the employer of record for payroll, taxes and benefits. It's a strong platform with self-serve support. The day-to-day HR work stays with Give.

  • $114Per employee a month after 3 months free, set as Give's ongoing rate, not a promotion. Placed through Pillar.
  • Jan 1Start date. Medical rates hold with no requote, and there's no setup fee.
  • Oct 31, 2027Medical rates are set through this date. The first renewal is November 1, 2027.

Justworks covers

  • Payroll, payroll taxes and W-2s
  • Medical, dental and vision benefits
  • Workers' comp, cyber and EPLI insurance
  • HRIS technology
  • A 1‑800 number for support

Left to Give

  • Writing the handbook and policies
  • State rules in NC, NJ and PA
  • Running Justworks day to day
  • Write-ups and terminations
  • A person who knows your team

This is where SMBHR comes in.

To start January 1: the letter of intent is signed this week, plan choices are final by December 11, and employees finish enrolling by December 18.

Senior HR people who know Give by name.

Quality and expertise are the reason to bring in an HR team. Here is what Give gets from us.

  • Over a decade in HR

    Lui Prieto, our Co-Founder and Chief People Strategist, leads Give's account.

  • Built for a team like Give

    Lui built HR from the ground up for a company working in six states on a PEO: payroll tax, policies, hiring and exits.

  • The same people every time

    Lui, with Emily Snooks as backup and Caleb on anything big. Our HR leads keep a small client list on purpose.

  • Justworks, known well

    Through Pillar, we place and manage companies on Justworks, so there's no learning curve on day one.

Side by side

Core HR and HR Partner, line by line.

Priced for Give today: up to 10 employees in three states, with payroll staying with your accounting team. Anything not in Core HR can be added one piece at a time.

Core HR and HR Partner compared line by line. Prices shown in the Core HR column are for buying that item on its own.
What's included Core HR$2,000a monthLauren runs HR, with us on call HR Partner$3,000a monthWe run HR with Lauren, and employees come to us
Every month
HR help deskAnswers within one business dayLauren and managersEveryone, employees included
Handbook and policiesKept current for North Carolina, New Jersey and PennsylvaniaIncludedIncluded
Compliance watchLaw changes, required notices, I‑9 tracking and a review once a yearIncludedIncluded
Justworks and benefits helpQuestions, enrollment and escalationsIncludedIncluded
Hires, exits and pay changes in JustworksYou enter them, with our checklistsEntered for you
Check-ins with leadershipMonthlyMonthly, plus quarterly strategy
When people issues come up
Coaching on performance issues and write-upsIncludedIncluded
Performance plansWritten and run with the manager$1,300 eachIncluded
TerminationsFrom the conversation to final pay, by state rules$1,040 eachIncluded
Unemployment claimsResponses filed for you$450 eachIncluded
Hires and exits
Onboarding new hiresOffer letter, paperwork and a 90‑day check-in$850 per hireIncluded
OffboardingExit steps and final paperwork$750 per exitIncluded
Performance reviews and growth pathsSet up once, run every yearQuoted when you want itIncluded
Setup work
Justworks setup and payroll integrationCoordinated with Justworks and your accounting team, including the 401(k) and HSA deductions. $3,000 on its ownIncludedIncluded
Employee handbook updateFor North Carolina, New Jersey and Pennsylvania$2,250 one timeIncluded
Onboarding process buildOffer letter templates and a file for each person$2,400 one timeIncluded
Add any time
Payroll run each pay periodYour accounting team runs it today$850 a month$850 a month
Recruiting, investigations, layoffs or a buyer's due diligencePriced before we startPriced before we start

As Give grows

Prices step up by headcount. We check headcount each quarter, and a new price starts the month after Give moves into the next band. Each added state is $250 a month.

Monthly prices by number of employees
EmployeesCore HRHR PartnerPayroll add-on
1 to 10 Today$2,000$3,000$850
11 to 20$2,500$3,750$1,000
21 to 30$3,000$4,500$1,000

Through Pillar, at no cost to Give: help getting set up on Justworks, a renewal review every year checked against the market, escalation to Justworks leadership, and an admin login so we can pull reports with you.

Everything we can help with

How we'd start

Ready before January 1.

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.

  1. This week

    Send us what you have

    Offer letters, agreements, the commission plan and any HR policies you use today.

  2. Quick turnaround

    Audit and recommendation

    We review it, talk through the growth plan with you, and put one package and its fee in writing.

  3. December

    Setup

    The Justworks setup and payroll integration, plus the handbook and onboarding work you choose.

  4. January 1

    Give moves to Justworks

    With the HR basics in place from the first payroll.

Both packages have a 6‑month minimum. Prices step up with headcount, as shown in the packages.

Questions about any of this? Reach either of us.

We're glad to walk your team through it, or to adjust a package to fit what Give needs.

Caleb SherrillFounder(704) 787-1261caleb@smbhr.com
Luised (Lui) PrietoCo-Founder and Chief People StrategistOver a decade in HRlui@smbhr.com