Check employees

Company directors upgraded part way through the year: The director will receive the full allowance again unless a setting is changed in Staffology Payroll. This must be done before the first payroll. Find out more.

My ePay Window: To avoid creating a duplicate My ePay Window account and before you publish. The support team will have to configure your account to accept a connection from Staffology Payroll. Contact the migrations team at migrations-staffology@iris.co.uk to start the process. This should be at least 7 working days before you publish using My ePay Window.

Pension Year to dates: These will need to be added to the employee pension in the employee record. Employee record > Pension > Click edit pension > Pension YTDs > Edit Opening Balances.

Average holiday If an Employee's work has no fixed or regular hours, their holiday pay will be based on the average pay they received over the previous 52 weeks (or a average based on the available number of weeks if less than the full 52. calculation: The upgrade tool brings across the cumulative values, this is not enough to calculate the average holiday rate. In order for the system to do this you will need to add in pay history.

This check is to ensure all employees have upgraded successfully

It is important you check the employee year to date figures carefully, the payroll software works differently in the background and the upgrade tool will use the most common scenarios to transfer the data. Check the opening balances.

How to check

  • In Staffology Payroll, go to Reports > Employees , choose Employee Export, then Download CSV.

  • In IRIS 12 Pay, print the Employee Card report

    1. Go to the Reports menu ans select Employee Reports.

    2. In IRIS 12 Pay, print the Employee Card report by clicking on the Reports menu on the Payroll form, select Employees, and choose the Employee Card.

      One Employee Card per employee will be generated.

      Alternatively, in IRIS 12 Pay, you can generate an export file detailing employee information. Click on the Export menu on the Employer form and select Excel. Choose the information you wish to include on the export file, e.g., Employee, Basic Data Only, etc., and click Export to CSV or Export to Excel.

Use these reports to check that all employees transferred correctly.

How to make changes

We strongly recommend that you parallel run Staffology Payroll with IRIS 12 Pay for at least one payroll period after the upgrade. If this is not possible, check the first period’s figures thoroughly.

You can't parallel run payrolls with pay dates on or after 6th April.

Next: Check the Pay Schedules and Next Pay Day.