Payroll Setup or Provider Migration

Every Step. All 15.

1. 01Confirm the old-provider cutoff and first new pay datePayroll cutover · Payroll / HR
2. 02Collect employer details and approved payroll settingsPayroll cutover · Payroll / HR
3. 03Configure the pay calendar, pay types, deductions, tax accounts and funding accountPayroll cutover · Payroll / HR
4. 04Assign provider filing and payment responsibilitiesPayroll cutover · Payroll / HR
5. 05Run the test payroll and compare it with the last payroll from the old providerPayroll cutover · Payroll / HR
6. 06Collect employee payroll records through the secure channel10 employees · Payroll / HR
7. 07Import employee identities and approved pay details10 employees · Payroll / HR
8. 08Map deductions, benefits and payroll tax fields10 employees · Payroll / HR
9. 09Import year-to-date wages, deductions and tax balances10 employees · Payroll / HR
10. 10Check each employee's imported record against the source10 employees · Payroll / HR
11. 11Compare year-to-date totals with the prior provider reportsMigration review · Senior accountant
12. 12Review the test payroll against expected resultsMigration review · Senior accountant
13. 13Resolve differences before the first live runMigration review · Senior accountant
14. 14Review material migration errors or control concernsSpecialist review · Controller
15. 15Approve the final payroll cutover handoffSpecialist review · Controller