Everything you need to know about migrating from one payroll software to another.
Red Office provides personalised bookkeeping, payroll, and marketing support to businesses around New Zealand. Our solutions are tailored to meet the diverse needs of modern businesses today.
We sat down with Sarah Chaillet, Head of Payroll Services at Red Office to ask her a few questions about the payroll migration process.
For business owners or those in a finance team, moving from one software to another can be a daunting task to navigate alone. As one client recently, confirmed, it’s worth getting a 3rd party to help you with this, even if it’s to have someone who can help answer your queries each day.
Sarah recently completed a large conversion project for a business with almost 600 staff and often works alongside a contact from the payroll software you are migrating to for a smooth onboarding and transition process. This provides multiple touchpoints with someone in our office managing the process, as well as a contact from the software side, giving you support from every corner as well as many educated perspectives on any queries you may have.
From January to November 2024, Sarah completed 11 payroll conversions for a range of businesses around New Zealand with varying employee numbers. It’s safe to say she has seen it all when it comes to converting to new software and has resolved many unique challenges along this journey.
Payroll Conversions - one size does not fit all
There is no “typical” payroll conversion as every business has unique needs. From the number of employees to what you want to achieve with the move. Perhaps your current software is going to be retired or no longer provides the functions you need. Whatever your reason, we can help remove the overwhelm and make the transition seamless.
Watch the video here as we cover some of the common questions Sarah is asked, plus get her tip for anyone considering switching from one software to another. We also go into more information below:
How long does the migration process take?
We recommend allowing around 6 weeks but Sarah will discuss timing with you. As a guide, you can allocate approximately 10-15 minutes per employee depending on complexity. However, this will all be covered in your first discussion.
What does the migration process look like?
We have a comprehensive checklist of items and a process we work to, but this gives you an idea of what you can expect:
The Red Office team are passionate about enabling businesses to use the software that is the best fit for your business.
If you’re considering a move to new payroll software, get in touch with us to start the discussion or download more information here.
Request more information and make a time to chat to Sarah to get your payroll conversion project off to a great start.