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:
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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.
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Enter pay elements.
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Calculate payroll.
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Send bank payment file, if required.
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Finalise the period. (move the payroll into the next pay period)
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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.