How to Seamlessly Migrate from Surf Payroll to Parolla

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How to Seamlessly Migrate from Surf Payroll to Parolla

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It’s easy to migrate to Parolla from Surf Payroll thanks to Parolla’s dedicated migration process. This guide will walk you through the necessary steps to ensure a smooth transition.

Step 1: Set Up Your Payroll Calendar in Parolla

Begin by creating a payroll calendar in Parolla that matches the frequency you’ve been using in Surf Payroll for the current year-to-date. If you need assistance during this setup, refer to Parolla’s Payroll Calendar Setup Guide.

Step 2: Export Data from Surf Payroll

To migrate your data effectively, you’ll need to export key reports from Surf Payroll. Follow these instructions:

  • Log in to Surf Payroll.
  • Export Employee Details Report:
    • Navigate to the “Employee Details Report” section.
    • Click on the “Advanced Settings” button and ensure all report fields are selected.
    • Update the settings and download the report in Excel format.
Employee Details Report
  • Export Gross to Net Report:
    • Go to the “Gross To Net” report.
    • Set the “Frequency” field to All.
    • Again, use the “Advanced Settings” button to select all report fields.
    • Update the settings and download this report in Excel format.
Gross to Net Report

Step 3: Import Data into Parolla

Now that you have the necessary reports, it’s time to upload them into Parolla.

  1. Switch to Parolla and Log In.
  2. Navigate to the Employee Import Section:
    • Go to Employees > Import Employees within Parolla.
  3. Upload the Reports:
    • Use the respective upload buttons to upload the Employee Report and the Gross to Net (GtN) Report.
  4. Review Import Results:
    • Carefully review the results of the import to ensure all data has been captured accurately.
    • Apply the imported data to your company’s payroll setup.

Final Checks

After completing the import, take a moment to verify the migrated data. Ensure that employee details, payroll history, and gross-to-net calculations align with your records from Surf Payroll.

Why Choose Parolla for Payroll? Parolla offers advanced features, user-friendly interfaces, and robust support, making it a reliable choice for businesses of all sizes. With its streamlined migration process, transitioning from other payroll systems like Surf Payroll has never been easier.

FAQ

1. Is there a cost for migrating to Parolla?
Migration tools are included in your Parolla subscription, so there are no additional fees.

2. What if I encounter issues during migration?
Parolla’s support team is available to assist you at every step. Contact them via Support for any help.

By following this step-by-step guide, you can quickly migrate to Parolla from Surf Payroll. Begin your transition today and experience the ease and efficiency of Parolla’s payroll management system!