Switching payroll? What will this break?

Twelve checks that separate a smooth go-live from a first payroll full of corrections. Tick what your plan already covers.

Part 1

Your data

Every valid pay code from the legacy system is mappedIncluding older codes still tied to long-tenured employees, not just what ran recently.

Year-to-date balances are loaded and verifiedTaxes, deductions and accruals match the old system to the cent.

Employee records are cleaned before conversionDuplicates, terminated employees and old addresses are dealt with first.

Part 2

Your pay rules

Overtime and shift rules are rebuilt and testedIncluding differentials and any state-specific rules.

PTO and leave accruals are configured to policyBalances carry over correctly on day one.

Garnishments and benefit deductions are mappedIncluding employer contributions and deduction limits.

Part 3

Your connections

The time clock or timekeeping feed is testedHours flow into payroll without manual re-entry.

The general ledger export is verifiedPayroll posts to accounting the way your controller expects.

Benefit carrier and retirement files are testedFiles reach providers in the format they accept.

Part 4

Your people and timing

At least one parallel payroll is reconciledOld and new systems compared by employee, by day and by pay code, not by period totals.

Go-live avoids quarter-end and year-endUnless there is a clear reason to switch then.

Managers and employees are trained on self-serviceBefore the first live payroll, not after.

Your plan covers

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