Welcome, let's start the upgrade from IRIS KashFlow Payroll.
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.
Find out how to move your IRIS KashFlow Payroll data to Staffology Payroll. See what's included in the upgrade and what isn't. Plus, we'll show you how to resolve any issues.
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.
What data is migrated?
All pay elements will be transferred from IRIS KashFlow Payroll to Staffology Payroll as Payments. You will need to create Deductions manually.
What is not migrated?
Item | Notes | Help |
SSP Statutory sick pay refers to the pay an employer must give you if you’re too ill to work. It’s paid to you by your employer for up to 28 weeks, based on certain eligibility criteria - the cost of SSP is no longer able to be recovered - SSP is no longer reported to HMRC on your EPS submissions Payments | While the SSP Year to date figures will be transferred, the sickness dates will not. | SSP |
NEST Employer Reference | NEST is included as one of the Connected Services | Connected services |
NEST Username and Password | Connected services | |
KashFlow accounting login detials | ||
Nominal ledger codes |
Upgrade steps
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Create an account for Staffology Payroll.
If you use the NHS Pensions in IRIS KashFlow Payroll, do not upgrade. You will receive an invitation at a later date.
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Check everything is ready in IRIS KashFlow Payroll.
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Get an API Key.
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Follow the IRIS KashFlow Payroll upgrade steps.
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Follow the after you upgrade checks.
Get up and running and be more productive