Finance & AccountingAdvanced 3 to 5 hours

Payroll System Migration Plan

Design a migration from manual payroll to an automated system.

The Scenario

A 50-person company has been running payroll on Excel spreadsheets. Errors are increasing, compliance is at risk, and the CFO wants to migrate to a cloud-based payroll system (e.g., SimplePay, Sage, PaySpace). The migration must happen without missing a single payroll run.

The Brief

Design the complete migration plan. Cover system selection criteria, data migration, parallel running, testing, and the cutover strategy.

Deliverables

  • System selection criteria: the 8-10 requirements the new system must meet (SA tax tables, medical aid integration, leave management, etc.)
  • A data migration checklist: what employee data needs to be moved and validated
  • A parallel running plan: how many months to run both systems side by side and the reconciliation process
  • A cutover checklist: the specific steps for the final switch, including rollback procedures

Submission Guidance

The biggest risk in payroll migration is paying employees incorrectly. Parallel running for 2-3 months with penny-for-penny reconciliation is essential. Show this.

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