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 to start the process 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.

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.

Pick a few employees and preform a random check

How to check

  • 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.

  • In Keytime Payroll, click on the Employee Information | Financial Details | Year To Date Totals tab to view the year-to-date figures; the Deduction Working Sheet includes additional year-to-date values.

How to make changes

  • Contact support for advice.

We strongly recommend that you parallel run Staffology Payroll with Keytime Payroll for at least one payroll period after the upgrade. If this is not possible, check the first period’s figures thoroughly.

Next: Check Pay Codes have upgraded correctly, including Attachment of Earnings Orders.