Payroll System Integration Planner

Use this checklist to plan your payroll system integration project. Your inputs are not saved.

Define Project Scope & Goals

Assemble Project Team

Identify Stakeholders

Document Current Payroll Process

Identify Integration Requirements (Systems, Data Flows)

Select New Payroll System/Integration Solution

Develop Project Timeline & Budget

Cleanse and Prepare Data (Employee, Payroll History)

Map Data Fields Between Systems

Extract Data from Old System(s)

Transform Data to New System Format

Load Data into New System

Configure Basic System Settings (Company Info, Pay Frequencies)

Configure Earnings, Deductions, Taxes

Configure Benefits & Garnishments

Set up User Accounts & Permissions

Configure Reporting Requirements

Develop Custom Integrations/APIs (if needed)

Set up Banking & Direct Deposit Files

Develop Test Cases

Perform Data Validation (Verify Migrated Data Accuracy)

Conduct Parallel Payroll Runs (Run old and new systems)

Test Integrations with Other Systems (HR, GL, Time)

Test Reporting Functionality

Perform User Acceptance Testing (UAT)

Resolve Issues Found During Testing

Final Data Cutover

Transition Employees (Communication, Training)

Process First Live Payroll Run

Monitor System Performance

Conduct Post-Implementation Review

Archive Old System Data (if required)

Provide Ongoing Support & Training

Mark tasks complete and add notes in the other tabs. View the summary here before generating the PDF.

Notes and completed status are NOT saved. Download the PDF to keep your plan summary.