⚠️Company directors upgraded part way through the year: The director will receive the full allowance again unless a setting is changed in TELUS Farm 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 TELUS Farm Payroll. Contact the migrations team at farmplansupport@telusagcg.com 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 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.
Out with the old...
When running the final payroll for each company that you are upgrading, do the following:
For any employees where this is the last payment, enter their Leaving Date.
Employees with a leaving date can't be restored after the upgrade.
Enter pay variations.
Calculate payroll.
Send BACS, if required.
Send FPS.
Send EPS, if required.
If the End-of-Year process is required, perform this function in Earnie before starting the upgrade.
Check the Payroll Calendar is correct and completed in full for all schedules used, e.g. monthly, weekly, fortnightly, to prevent the upgrade from failing.
Go to Company - Payroll Calendar.
Select schedule, e.g. monthly.
Verify Payroll Dates (column 2) and Work Periods Start and End Dates (columns 5 and 6) are correct (they must align with your payroll schedule) and complete up to the final period of the current tax year.
Any blank boxes will cause the upgrade to fail.
In with the new...
Before you start, make sure you have created a TELUS Farm Payroll account, you have the API Key, and you have Installed the IRIS Payroll Upgrade Tool.
Let's upgrade from Earnie.