Migrating Year-to-Date Payroll Data Yourself Without Granting FRIDAY Admin Access To Your Previous Provider #

If you need to migrate year-to-date payroll data from a previous payroll provider and prefer not to invite Friday as an admin to your previous provider, you can manually upload the required reports by following these instructions.

Required Data to Gather #

Collect the following information from your current payroll provider:

Employee Information #

• Full legal name
• Address
• Date of birth
• Email
• Tax filing information (allowances and dependents)
• Pay rates

Pay Reports #

• A CSV file containing each employee’s paychecks for the current year, including:

– Earnings
– Taxes
– Deductions
– Benefits breakdown

Quarterly Filings #

• For each quarter already filed this year, obtain:

– Form 941
– The matching state form

Uploading Reports During Onboarding #

• Upload as much information as you can initially.
• You can always add more data later if needed.