Check pay codes and attachment orders
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.
After the check, a spring clean is recommended
How to check
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In Staffology Payroll, click on the Employer Name in the top right-hand corner and select Settings | Pay Codes to view the Pay Codes, including Attachment Orders.
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In IRIS 12 Pay, pay elements created in the Payments/Deductions screen will transfer to Staffology Payroll. For employees with pay elements selected in the Pay and current period tab, the pay element will display in their details in Staffology Payroll.
For employees assigned any pay element in IRIS 12 Pay, the pay element will display in their details in Staffology Payroll.
Not upgraded
Where the company deducts an Admin charge for attachment from employees when processing Attachment Orders, you must apply this manually in Staffology Payroll. To do this, go to Employees | Attachment Orders, select the relevant Attachment Order, and tick the Admin Fee box.
For employees who have either an Attachment of Earnings Order A legal order that requires an employer to deduct money from an employee's to pay a debt that they owe. (priority) or Attachment of Earnings Order (non-priority) deduction, you must manually create these deductions in Staffology Payroll. To do this, go to Employees | Pay Options | Loans, click Add Loan and enter the relevant information.
The bank details associated with the Attachment of Earnings Order will not be transferred to Staffology Payroll, you must input these details manually. In Staffology Payroll, click on the Employer Name in the top right-hand corner, choose Settings, and select Payees. Click Add Payee and enter the required information. Once saved, you can select this Payee for the relevant Attachment Order in the Employee | Attachment Orders screen.
Hourly rates and rate factors e.g., time and a half (1.5), double time (2.0), cannot be transferred from 12Pay to Staffology Payroll. You must create these manually in Staffology Payroll.
All pay elements will be transferred from IRIS 12 Payto Staffology Payroll as Payments. You will need to create Deductions manually.
How to make changes
- Employees who have a standard amount set up for a Pay Element in the Employee Information | Pay Elements screen, the Pay Element will transfer to Staffology Payroll. Click on the Employees menu and select an employee in the list to open the employee details. Click on Pay Options | Additions & Deductions to view the Pay Elements created for an employee; the employee’s base hourly rate is on the Regular Pay screen if present.
Not all fields apply to every Attachment Order.
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 pensions.