Before you upgrade from IRIS Payroll Professional

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.

Out with the old...

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

  1. For any employees where this is the last payment, enter their Leave Date; you will not be able to process any further pay for employees with a Leave Date after the upgrade.

  2. Ensure all employee and CIS Construction Industry Scheme - An alternative to PAYE payroll for the construction indusry. Using the Construction Industry Scheme, contractors deduct money from a subcontractor’s payments and pass it to HMRC. The deductions count as advance payments towards the subcontractor’s tax and National Insurance. records have a start date.

  3. Ensure all employee and CIS records with a Leaver tick have a Leave date.

  4. Enter pay elements.

  5. Process payroll.

  6. Create BACS Stands for Bankers' Automated Clearing Services. It's an electronic system for transferring money directly between bank accounts in the UK, often used for payroll. file, if required.

  7. 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..

  8. Upload payslips to myePayWindow, if required.

  9. 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.

  10. Generate Auto Enrolment Notices and Feeds.

  11. Close the tax period.

  12. If the Year-Close is required, perform this function in IRIS Payroll Professional before starting the upgrade.

  13. Follow the IRIS Payroll Upgrade Tool guide.

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 Payroll Professional.