When migrating to SmoothPay, you may need to enter year-to-date pay history for tax and compliance purposes.
When pay history is needed
Pay history is usually generated automatically from completed pay processes.
However, you may need to make manual entries when:
Transferring from other payroll systems.
Some countries have specific requirements for migrating data.
What to migrate
Gather the following from your previous system:
Year-to-date gross earnings
Year-to-date tax withheld
Year-to-date superannuation or retirement scheme contributions
Any other year-to-date totals required for compliance
Entering pay history manually
Navigate to the Staff screen.
Select the employee.
Open the History tab.
Use the manual entry option to record historical pay data.
Enter the relevant financial year.
Add pay history records as required.
Important considerations
Timing
Ideally migrate at the start of a financial year to minimise complexity.
Accuracy
Ensure all year-to-date totals reconcile with your previous system before processing your first pay.
Country-specific requirements
Some jurisdictions have specific data that must be migrated regardless of the financial year. Refer to country-specific migration guides or contact support.
Need help?
For detailed migration guidance, refer to the Migrating from other payroll software article or contact SmoothPay support.