Using the Migration tab

What migration types are available, which type the Migration function is and how to use it

Marie Claire Saliba avatar
Written by Marie Claire Saliba
Updated over a week ago

What is a migration process?

Migration is the process of entering your company's information into Indigo so as to be able to use Indigo for your Payroll, Attendance and HR needs.

When would I need to use the Migration function?

The Migration function is only needed when a tenant is onboarding with Indigo partway through the year (i.e. after the first payroll) and needs to migrate all employees' total emoluments for the current year up to the migration date. Therefore this function is only used once per company.

Previous employment data for employees who started working with the company partway through the year must be inputted in the Previous Employment tab, and not in the Migration tab.

What is the Migration function?

The Migration tab allows users to manually input opening entries for individual employees themselves. It is free to use.

Using this method, calculation information present before the migration will not be available once this type of migration is carried out.

To use the Migration function:

  1. Make sure the FS3 or latest payslip per employee is available, with preference given to the FS3.

  2. Go to HR > Main > Employees, click on the required employee and select the Migration tab.

  3. Click Add and enter the following data from the FS3 into the first grid titled 'Employee Current Employment':

    1. FSS Status

    2. Tax rate

    3. Date

    4. Taxable gross amount (FSS + OT Concession)

    5. Tax amount

    6. Tax arrears

    7. Employer VOPS

    8. Payrolls with FSS status and tax rate

    9. Finalised payrolls

    10. OT Concession Hours

    11. OT Concession Tax Amount

    12. OT Concession Tax Rate

    13. OT Concession Value

    14. Director Fees (if applicable)

  4. Once you have finished entering the required data, make sure to click Save.

  5. Move on to the next grid titled 'Employee Current Employment Pay Item', click the Add button and enter the following:

    1. Pay item

    2. Pay item description

    3. Date

    4. Total amount

    5. Non-Taxable amount

    6. Tax amount

  6. Click Save.

  7. Move on to the last grid, titled 'Employee Current Employment Social Security', click the Add button and enter the following:

    1. Category code

    2. Weekly pay

    3. Date

    4. No. of contributions

    5. Employee total amount

    6. Employer total amount

    7. Maternity Leave Fund amount

  8. When you are finished, click Save.

IMPORTANT: Repeat all steps for each employee.

Other Migration Types

  • Parallel run: this free migration calculates everything from the start of the year. It is done manually and is time-consuming due to the amount of data being processed and is carried out by the user. Using this migration, users will be able to run reports on older data.

  • Electronic Lodgement migration: this is carried out by Shireburn Software implementation support staff, it is paid, and is a migration of FS3 information into Indigo. Data from earlier in the year, and reports on such data, is not available with this method.

  • Tenant to Tenant migration: this is used to migrate data from one tenant to another, and is carried out by Shireburn Software staff.

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