Payroll Migration Checklist
Work through each step at your own pace and keep your payroll migration organized from planning through go-live.
For the best way to keep a permanent copy of your progress, print or save this checklist as a PDF. You can also download our printable Payroll Migration Checklist.
Worth knowing. Going live at the start of a quarter means less year-to-date data to migrate. January 1 is the cleanest of all.
Before You Switch
Lay the groundwork for a successful transition.
Gather Your Information
Collect complete employee, payroll and historical data.
Employee Information
Payroll Data
Prepare for Implementation
Configure and validate the details behind your payroll.
Payroll Setup
Payroll Tax Setup
Before Your First Payroll
Test, compare and resolve differences before going live.
After Go-Live
Review the results and keep your records organized.
A successful transition starts with preparation.
Clean, complete data and a clear plan are what prevent payroll errors, delays and frustration for your team.
Want a Hand with the Switch?
You don’t have to work through it alone. The PayFWDs team can help you gather what you need, work through the migration and stay with you through your first live payroll.