Before you upgrade from IRIS 12 Pay

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.

Employees who have opted out: Due to differences in the way the payroll holds opt out information. Employees who have opted out, ceased contributions or left the pension scheme will be re-assessed and could be re-enrolled.

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 to start the process at least 7 working days before you publish using My ePay Window.

Out with the old...

When running the final payroll for each company that you are upgrading, do the following:

  1. For any employees where this is the last payment, enter their Leaving Date.

    Employees with a leaving date can't be restored after the upgrade.

  2. Enter pay elements.

  3. Calculate payroll.

  4. Send bank payment file, if required.

  5. Send FPS Full Payment Submission is an RTI online submission to be sent on or before each payday. This informs HMRC about the payments and deductions for each employee..

  6. Finalise the period. (move the payroll into the next pay period)

  7. Send EPS Employer Payment Summary is an RTI online submission sent monthly if, you are reclaiming statutory payments, claiming Employment Allowance (EA is only reported once per tax year), reporting Construction Industry Scheme (CIS) deductions or reporting how much Apprenticeship Levy is due. The EPS is also used to report if no employees will be paid for a whole tax month or longer., if required.

  8. If the End-of-Year process is required, perform this function in IRIS 12 Pay before starting the upgrade.

In with the new...

Before you start, make sure you have created a Staffology Payroll account, you have the API Key, and you have Installed the IRIS Payroll Upgrade Tool.

Let's upgrade from IRIS 12 Pay.