Payroll Migration Overview

We’re excited to be your new payroll provider! Since you’ve already paid employees earlier this year through another provider, we’ll need some details from your previous payroll records. Importing this information helps ensure that all tax payments and reports stay accurate.

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

The information presented in this topic is general in nature. The migration instructions linked below are for various payroll platforms:

ADP Run	Gusto	Paychex
Quickbooks Online	Rippling	Square Payroll
	CPA or Other System

Payroll History Reports Closed

The time of year that you are transferring to Pavillio Payroll affects the Payroll History Reports you need to provide:

Joining in Q1		Payroll by payroll breakdown per employee of wages, employee taxes, employer taxes, and benefits/deductions for all payrolls processed so far in Q1
Joining in Q2		Quarterly totals for Q1 per employee that includes wages, employee taxes, employer taxes, and benefits/deductions Payroll by payroll breakdown per employee of wages, employee taxes, employer taxes, and benefits/deductions for all payrolls processed so far in Q2
Joining in Q3		Quarterly totals for Q1 per employee that includes wages, employee taxes, employer taxes, and benefits/deductions Quarterly totals for Q2 per employee that includes wages, employee taxes, employer taxes, and benefits/deductions Payroll by payroll breakdown per employee of wages, employee taxes, employer taxes, and benefits/deductions for all payrolls processed so far in Q3
Joining in Q4		Quarterly totals for Q1 per employee that includes wages, employee taxes, employer taxes, and benefits/deductions Quarterly totals for Q2 per employee that includes wages, employee taxes, employer taxes, and benefits/deductions Quarterly totals for Q3 per employee that includes wages, employee taxes, employer taxes, and benefits/deductions Payroll by payroll breakdown per employee of wages, employee taxes, employer taxes, and benefits/deductions for all payrolls processed so far in Q4

For employers who have a weekly pay group:

Submit Initial Data: Send us all the data you have accumulated so far for the calendar year. This will enable us to start the implementation process on our end.
Provide Final Payroll Run Data: Share the data from the final weekly payroll run with us.

Depending on your worker types, we need the following information from you:

Worker Type	Data Needed
W-2 Employee	Wages broken down by type (hourly, salary, commissions, etc) Both employee and employer taxes broken down by type Paystubs don’t always show employer taxes so they may not be usable. Deductions broken down by type Employer contributions broken down by type Pay period for each check date A year-to-date report for all the payrolls run in the calendar year Download this as a CSV or PDF
1099 Contractor	Check dates and associated pay periods Payment amounts by type (service commission, tips, etc) Download this as a CSV or PDF