Welcome IRIS PAYE-Master users, let's start the upgrade

Find out how to move your 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 data to Staffology Payroll using the IRIS Payroll Upgrade Tool. See what's included in the upgrade and what isn't. Plus, we'll show you how to resolve any issues.

Watch a demonstration of the Upgrade Tool

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.

What data is migrated?

Item	Help
Employer Details	Employer Details
Employee Details	Employee Details
Next Pay Day	Next Pay Day
Year-to-Date amounts	Year-to-Date amounts
Pay Codes	Pay Codes
Pensions	Pensions
Automatic Enrolment Details	Pensions
Holiday Leave Settings (selected)	Holiday Leave Settings (selected)
Employment Allowance A scheme where a business can claim a reduction in the amount of employer's National Insurance contributions (NICs) they have to pay. indicator	Employment Allowance indicator
Apprenticeship Levy The Apprenticeship Levy is a UK tax on employers which is used to fund apprenticeship training. It is payable by all employers with an annual pay bill of more than £3 million, at a rate of 0.5% of their total pay bill. It is collected through PAYE alongside other employment taxes. indicator	Apprenticeship levy
Apprenticeship Levy Allowance	Apprenticeship levy
HMRC His Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers. values (selected)	HMRC

 

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
Sporting Testimonial payments		Pay codes
NEST Employer Reference	NEST is included as one of the Connected Services	Connected services
NEST Username and Password		Connected services

1. Create an account for Staffology Payroll.

2. Check everything is ready in IRIS PAYE-Master.

3. Download and install the IRIS Payroll Upgrade Tool.

4. Get an API Key.

5. Follow the IRIS Payroll Upgrade Tool steps.

6. Fix any errors, warnings and other upgrade information.

7. Follow the after you upgrade checks.

Get up and running and be more productive

• Set up payrun automation

• Connected services