⚠️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.
Nearly there, we're getting closer to the upgrade
⚠️The upgrade tool needs to be installed on the same computer as the payroll software.
❗If your software is run from a remote server or hosted externally, please contact the hosting provider.
Before you start:
Read the before you upgrade instructions.
Sign up to a TELUS Farm Payroll account.
Generate an API Key in TELUS Farm Payroll.
Install the IRIS Payroll Upgrade Tool.
❗In Earnie, ensure you have finished the pay period for every pay frequency in each company you wish to upgrade.
Read and accept the Terms and Conditions.
Select Start the upgrade.
3. Go to Your Payroll Product and select Earnie.
❗Do not use the button in the bottom right to go to Staffology Payroll. Always access TELUS Farm Payroll here.
4. Select the Tax Year.
5. Enter the Earnie admin user name and password.
❗System and your chosen admin password.
6. Select the Installation Folder file path.
❗The Payroll Upgrade Tool will attempt to detect this automatically.
7. Enter your TELUS Farm Payroll Email Address.
8. Enter your TELUS Farm Payroll API Key.
❗Do not use the link in the Upgrade Tool to setup your API key. Follow these instructions.
⚠️Do not let anyone else have the API Key. Treat it like a password.
9. Select Next and choose the companies you wish to upgrade.
Select Show upgraded companies to re-upgrade a company.
10. Select Next.
11. Select Upgrade and the upgrade process will be shown.
❗This may take some time. Please do not turn off your computer during the upgrade process.
12. The company name and upgrade status is shown.
13. Select Cancel to stop the upgrade at any time.
❗You cannot cancel the upgrade process for the current company once it has begun.
14. The view summary will display:
Selected: The number of companies chosen to upgrade.
Successful: The number of companies that have upgraded successfully.
Completed with Warnings: The number of companies that have upgraded, but some data may not have transferred to TELUS Farm Payroll and will require amendment.
Failed: The number of companies that have not upgraded to TELUS Farm Payroll because the process has failed or was canceled.
15. The list of companies will contain:
The company name.
The status of the company upgrade.
Select View Details for Errors and warnings.
A link to open the company in TELUS Farm Payroll.
Select View in TELUS Farm Payroll.
❗You can change the order of the information by selecting on the column header and filter the details.
16. Select Download Summary for a copy of the upgrade information.
17. Select Upgrade More to select more companies.
18. Select Exit to close.
❗We strongly recommend that you parallel run TELUS Farm Payroll with Earnie for at least one payroll period after the upgrade. If this is not possible, check the first period’s figures thoroughly.
Hit a bump during the upgrade?
What happens if you get any errors, warnings and upgrade information.
Upgrade done? Let's check