Adding staff to a new finance package

There are 2 common ways that a finance system will process payroll:

• By importing all information each time via the payroll file to the finance system (including bank details) in order to process payroll
• By importing all staff first into the new finance system, via a New starters report or similar, and then using a payroll number in the payroll file to match the payment to the person in the system.Thus not requiring staff details to be sent with every payroll file. This is a preferred method

If your new finance system does require staff to be imported first before processing the first payroll we can flag every user in the system as a New starter so that all staff appear in the New starter report download with every payroll export as they are paid for the first time using the new system.

If this is the first time running payroll with a new finance system please check with Staffwise support so we can make sure all your staff and their details are added to your system via a New starter report or another suitable method.