Check employees

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.

This check is to ensure all employees have upgraded successfully

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.

How to check

• In Staffology Payroll, goto Reports > Employees , choose Employee Export, then Download CSV.

• In IRIS PAYE PAYE or Pay as you earn is an HM Revenue and Customs’ (HMRC) system to collect Income Tax and National Insurance from employment.-Master, print the Employee List report by clicking on the Reports menu, select Report Selector, and choose the Employee List.

Use these reports to check that all employees transferred correctly.

How to make changes

• Create any employees in Staffology Payroll, if required.

• Make any amendments to employees in Staffology Payroll.

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

Next: Check the Pay Schedules and Next Pay Day.