Can I Transfer My Payroll Data from an Old Solution to a New One?
Unfortunately, there’s no easy answer to this question. It depends on the features of the old system and the new system, and they’re compatibility. As a general rule, data transfer tends to be fairly simple when switching from one online payroll service to another. The process tend to be trickier when switching from a traditional service that mails or hand-delivers checks.
If your old system has a feature that allows you to easily export data and the new system has a feature that allows for easy importing, you’re in good shape. With the best systems, this process is intuitive. But if you can’t figure it out, contact customer support for guidance or read the frequently asked questions on the vendor’s website.
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If the old system doesn’t allow for exporting, there’s not much you can do, even if the new system does allow importing. In that case you’ll have to manually input data such as employee names, wages and withholdings. This process can be long and painful, but most companies find that the long-term benefits of switching to a more advanced or online system make it worthwhile.
For many companies, the ease of transferring data plays a major role in their choice of a new system. Be sure to ask detailed questions about the process before switching. In some cases, it’s simply a matter of compatibility. However, keep in mind that even if the data transfer process is seamless, you’ll need to go through and manually check the data for accuracy.