Guide to Starting Your Payroll Migration from ADP Run

We're excited to be your new payroll provider. Since you've already paid workers this calendar year with another payroll provider, we need this payroll information to migrate it into our system. We must migrate this information; otherwise, worker tax payments and reporting could be wrong, which is not good. 

You can keep your account with your previous payroll provider active while the payroll data is being transferred into our system. This will ensure that you can continue to download reports or if necessary, run an additional payroll.

There are two easy ways to provide us with your payroll data: 

1. Add [INSERT EMAIL HERE] as an administrator in your payroll system so our team can download the reporting directly (this is the easiest!)
2. Download a report from your payroll provider and e-mail it to [INSERT EMAIL HERE] (this is slightly harder, but you can do it!) 

Here are instructions for both.

Add us as an admin so we can download the report

This option is only available if you have not yet cancelled your payroll account with ADP. 

ADP Run

1. Log into ADP Run (ensure you’re logging in as the account owner)
2. Click Settings from the vertical menu on the left side
3. Click Company
4. Click add user on the bottom corner
5. Add the new user as follows:
   1. First name: Payroll
   2. Last name: Admin
   3. Role: Payroll Admin
   4. Email: [INSERT EMAIL HERE]
6. Save the user profile.

How to find the report yourself

ADP Run - onboarding mid-quarter 

If you are onboarding in the middle of a quarter, you'll need to generate a report for each past payroll run in the current quarter along with reports for each closed quarter.

Example: Joining us with a first payroll date of 8/30 and have processed payroll during Q3 with check dates of 7/15, 7/31, and 8/15 - we'll need the following report for each of those check dates in Q3 as well as a report for Q1 totals and Q2 totals.

1. Sign in to ADP Run
2. Go to Reports at the left side of the page 
3. Go to Run Single Reports, 
4. Choose Payroll Reports
5. Select the Payroll Details report
   • Set the From and To fields to the SAME date to capture the data for that individual payroll run
   • Select employee set to All
   • Click View report and then Download and choose PDF
6. Repeat Step 5 for each individual payroll from the current quarter
7. E-mail this report to [INSERT EMAIL HERE]
8. See the ADP Run - onboarding with payrolls in past quarters during current calendar year section, here in this article, if you have processed payrolls in past quarters as well

ADP Run - onboarding with payrolls in past quarters during current calendar year

If you're onboarding in Q2, Q3, or Q4 and have processed payroll in past quarters of the current calendar year.

Example: Joining in Q3 - you will need to provide the following report for both Q1 and Q2.

1. Sign in to ADP Run
2. Go to Reports at the left side of the page 
3. Go to Run Single Reports, 
4. Choose Payroll Reports
5. Select the Payroll Details report
   • Set the From to the first payroll date of Q1 and To to the last payroll date of Q1 to capture the data for all of Q1.
   • Select employee set to All
   • Click View report and then Download and choose PDF
6. Repeat Step 5 for each past quarter of the current year
7. Save this report 
8. E-mail this report to [INSERT EMAIL HERE]
9. See the ADP - onboarding mid-quarter section, here in this article, if you have processed payrolls in the current quarter as well