Case Study

HARD HATS, SOFT SKILLS: Beyer Mechanical's HR Evolution with SWBC PEO

Published on July 25, 2023

Client Profile:

Industry: Skilled Trade
Number of Employees & Volunteers: 140
Location: San Antonio, TX
SWBC PEO client since 2019

Beyer Mechanical, a commercial heating and air conditioning company operating in San Antonio, Austin, and Corpus Christi, Texas, is known for providing outstanding HVAC services. Their reputation is built on the pillars of high-quality work, safety, and customer satisfaction. Their service portfolio spans installation, maintenance, and repair.

Beyer Mechanical has been committed to HVAC excellence since 1989, and they know the pursuit of continuous growth and improvement is an ever-evolving journey. In 2019, they realized the potential to further enhance their operations and team by partnering with SWBC PEO, a full-service Professional Employer Organization that focuses on cost-effect HR solutions and employee benefits administration.

The Challenge

Prior to partnering with SWBC PEO, Debbie Dickson, Beyer Mechanical's Accounting Supervisor, and her team grappled with employee benefits administration, especially during open enrollment periods. They also needed help:

Streamlining employee communications
Improving employee access to HR resources
Navigating complex HR-related situations like extended FMLA
Keeping up with employment laws and regulations, particularly through COVID-19
Improving payroll processes

"I would recommend SWBC PEO to other businesses in the skilled trade industry. They are a large, professional team with a professional team with a personal, relational approach. l feel as if there is a huge safety net having SWBC as our PEO partner. Knowing you have access to payroll and benefits questions, human resources situations, hiring/firing questions, posting job descriptions, and 401(k) enrollment all under one umbrella makes the job more efficient and consistent."

DEBBIE DICKSON

Accounting Supervisor I Beyer Mechanical Co

The Solution

In 2019, Debbie and Beyer Mechanical finally found a solution. They partnered with the professionals at SWBC PEO for help with human resources, employee benefits administration, retirement benefits, payroll, workers' compensation insurance, compliance, and safety guidelines.

The Results

Streamlining Benefits Administration and Employee Communication

Instructional support provided by SWBC PEO dramatically improved Beyer Mechanical's benefits administration process. SWBC's assistance in digitizing and simplifying the enrollment process not only enhanced internal communications, but also helped their employees make more informed benefit elections.

"Open enrollment is always challenging, but with SWBC, those challenges were eased by the professional and descriptive instructions and guidelines that were presented to our employees"

-Debbie Dickson

Improving Employee Access to HR Resources

Beyer Mechanical previously struggled to keep up with the pace of benefits questions. Their employees needed help and guidance to better understand and set up their 401(k) plans. They also needed to be able to pick up the phone and get answers to their benefits questions quickly without overwhelming Debbie’s team.

After partnering with SWBC PEO, the direct access to professional personnel for all benefits related inquiries has significantly enhanced the employees experience, contributing to higher talent retention.

“Now our employees have professional personnel with SWBC PEO to call with their benefits needs/questions, guidance in setting up and learning about their 401(k), and one phone number to customer service that can direct them to what they need.”

-Debbie Dickson

Offering Unparalleled Expertise on Employment Laws and Regulations

SWBC PEO’s deep understanding of the skilled trade industry and labor regulations proved critical during the unpredictable COVID-19 era and beyond. The support and expert advice enabled Beyer Mechanical to navigate complex situations effectively, maintaining business continuity and minimizing disruption. SWBC PEO’s timely updates, professional knowledge, and guidance on applying for business loans proved to be invaluable resources for Beyer Mechanical.

“The skills and knowledge of law and regulation when going through COVID-19 was HUGE! It was a week-by-week, sometimes day-by-day, trying time that prompted many people calls to SWBC PEO for direction. They were there with answers. To have SWBC in your pocket for direction, professional knowledge, updates and procedures, educated personnel – the security of have them to rely on was priceless.”

-Debbie Dickson

Driving Payroll Improvements

SWBC PEO helped Debbie and her team drive improvements in payroll administration by seamlessly integrating software changes and creating custom reports.

“When we made the move from in-house payroll to SWBC PEO, they walked us through each step and cared about getting our company set up as individualized to us as they could. All of our crazy payroll codes that needed to be streamed down – they endured and worked with us to reach a more manageable system.”

-Debbie Dickson

Conclusion

In partnering with SWBC PEO, Beyer Mechanical discovered a comprehensive and cost-effective solution to streamline their HR operations and employee benefits administration.

Their HR revolution has been marked by improvements in benefits administration, employee communication and access to HR resources, compliance, technology, and payroll processing.

We’re proud to have facilitated that success. As a full-service PEO that understands the complexities of the skilled trade industry, we will continue to provide expert support to all our clients, facilitating business continuity and improving processes whiles simultaneously empowering employees.

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