Before you upgrade from IRIS PAYE-Master

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, do the following:

  1. 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.

  2. Enter pay variations.

  3. Calculate payroll.

  4. Send 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., if required.

  5. 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..

  6. Finalise the period.

  7. 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.

  8. If the End-of-Year process is required, perform this function 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 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 PAYE-Master.