Migrating Employees from another Payroll System

If you are migrating from another software provider, you need to make sure you select Existing Employee - Migrated from another payroll system so that you can set up the following details:

RTI Payroll ID

If you have this set up in your previous system, you need to make sure you use the same number, so that a duplicate record is not set up when you submit your information to HMRC.

Each employee should have a unique ID and you should be able to find this information in your employee details in your previous payroll software or in your last FPS you submitted. If there is no RTI Payroll ID on the FPS, you can choose to create one or leave it blank.

Year to Date Values

If you have paid the employee this financial year, you need to put in the year to date figures so that tax, national insurance, student loans and pensions can be correctly worked out going forward. You should be able to find these details on your last submitted FPS or P11 if your previous software produces it. Use the YTD (Year to Date) values and enter all relevant information.

Coming soon - FPS Import

We will soon be launching a premium feature that allows customers to import employee data from an FPS generated by another payroll system. If you would like to trial this feature free of charge please get in touch.