Migrating Payroll Data to 7shifts Payroll

Updated August 26, 2024 18:31

You've decided to switch your provider to 7shifts Payroll and are wondering what happens with your historical payroll data. To help you understand the process, this article outlines what Year-To-Date (YTD) data can be transferred from your previous provider and what information you may need to manage manually.

Prerequisites

⚠️ The YTD upload for employee onboarding is not guaranteed; employees may still need to complete their onboarding package.

While we strive to transfer all available data from your previous provider, please review your onboarding information carefully. The YTD upload focuses on past payroll data, and some employee data migration may not transfer depending on your previous provider's capabilities and the documents provided.

⚠️ Any details transferred during the YTD upload are only stored in the backend and will not be visible in 7shifts. Further updates can be made by the employee by logging in and manually re-entering the information in their Account.

Pro Tip!

We recommend you wait until the migration is complete before updating employee details to ensure they are not overwritten. If you have new employees joining your team, go ahead and onboard them on 7shifts.

Data Availability by Provider

PrimePay, Paycor, Zeal

All information is readily available.

QBO (QuickBooks Online)

Direct Deposit: Data is not available.
SSNs: Data availability depends on the access level granted or your plan with the provider. If available, it will be provided via a custom report.
Workplaces: Data is not stored.

Gusto

Withholding: Data is available but requires manual intervention. Please note that due to the size of the data, this may require additional time. We recommend that employees verify or sign off on this data.

ADP Run

Direct Deposit: Data availability depends on the access level granted or your plan with the provider. If available, it will be loaded.

Toast

Direct Deposit: Data availability depends on the access level granted or your plan with the provider. If available, it will be loaded.
SSNs: Data availability depends on the access level granted or your plan with the provider. If available, it will be provided via a custom report.
Workplaces: Data availability depends on the access level granted or your plan with the provider. If available, it will be provided via a custom report.

Zenefits

Direct Deposit: Data is not available.
SSNs: Data is not available.
Workplaces: Data is not stored.

Square

Direct Deposit: Data is not available.
SSNs: Data is not available.
Workplaces: Data is available but requires manual intervention. Please note that due to the size of the data, this may require additional time. We recommend that employees verify or sign off on this data.
Employee Demographics: Data is available but requires manual intervention. Please note that due to the size of the data, this may require additional time. We recommend that employees verify or sign off on this data.

Patriot

Taxes: Valid historical reports.
Employee Demographics: SSNs, addresses, workplaces, and withholding information.

PayChex Flex

Taxes: Valid historical reports.
Employee Demographics: SSNs, addresses, withholding information, and direct deposit details.

Push Operations

Taxes: Employee demographics, including SSNs, addresses, withholding information, and direct deposit details.