Payroll Conversion
This report is commonly used to validate year-to-date wages, taxes, and deductions during conversion testing.
What is a Payroll Register?
Employees use this to record their work hours.
What is a timecard?
This employee election determines the amount withheld for retirement savings.
What is a 401k contribution election?
This meeting is used to gather requirements and understand the client's processes.
What is a discovery call?
The consultant responsible for validating employee and payroll data before conversion.
Who is the Conversion Consultant?
These balances must be verified before Go-Live to ensure employees can accurately request time off.
What are PTO balances?
This feature restricts employees from clocking in outside approved locations.
What is geofencing/location-based clocking?
The first payrolls may require manual processing until this become active.
What is a retirement file feed?
This document outlines project milestones, deadlines, and responsibilities.
What is a project plan?
Data errors discovered during testing should be documented in this.
What is Client Space?
This process compares payroll results between the legacy system and the new HCM platform.
What is parallel testing?
Missing these can cause timecards to calculate incorrectly.
What are punches?
These group employees who share the same benefit eligibility rules.
What are benefit classes?
Clients attend these sessions to learn how to use the new platform.
What is training?
This is the process of moving employee information from one system to another.
What is a data conversion?
These values are often imported to ensure accurate quarterly and annual tax reporting.
What are YTD balances?
This rule often determines when a newly hired employee becomes eligible for PTO.
What is a waiting period?
This organization receives contribution files for retirement processing.
What is a retirement carrier?
Sending this helps keep projects moving when a client becomes nonresponsive.
What is a follow-up email?
The review performed to confirm employee demographics, taxes, deductions, and direct deposits are accurate.
What is data validation?
The final step before employees begin processing payroll in the new system.
What is Go-Live
These are reviewed before payroll to ensure employee hours are accurate.
What are supervisor-approved timecards?
During conversion, these deductions must be reviewed to ensure they match employee elections.
What are benefit deductions?
This communication confirms the client is ready to move into production.
What is a go-live approval?
The goal of every conversion project is to achieve this without disrupting payroll processing.
What is a successful go-live?