Do a random employee year to date (YTD) check
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.
Pick a few employees and preform a random check
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
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In Staffology Payroll, click on the Employees menu, select an employee in the list to open the employee details, and select More | Opening Balances to check the figures.
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In IRIS 12 Pay, click on the Employee form and the PAYE PAYE or Pay as you earn is an HM Revenue and Customs’ (HMRC) system to collect Income Tax and National Insurance from employment. and NI tabs to view the year-to-date figures.
How to make changes
- Contact support for advice.
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 pay codes have upgraded correctly, including Attachment of Earnings Orders.