Below are some of the suggested items you'll want to export or download from Fuse if you're moving to a new payroll provider.
To export your payroll information for this year (and any other years) using a Data Export navigate to Admin > System Data Exports > Data Exports.
Click the run data icon next to “Payroll Summary” and enter the date range. Typically, you'll want it by quarter. So for example, enter 1/1/2020-3/31/2020, then 4/1/2020-6/30/2020, then 7/1/2020-9/30/2020. For prior years you can do it for the whole year range etc. This will give you all data in a .csv file, so it'll be easy for them to copy/paste and import into whatever system they'll use to track your payroll for the current year.
Along with those, you can do the same with Payroll Registers.
Navigate to Team > Payroll > Reports > Payroll Register > By Employee
- This will sum up all PST's for each EE into 1 snippet for whatever date range you select, so you may do it by year for previous years and then by quarter for the current year.
To export copies of your EE's pay statements, you can send them in a PDF file to yourself by navigating to Team > Payroll > Reports > Pay History > Pay Statement History (Detail).
On the top right, change the calendar range to This Year. You can either select all at once or filter for each employee so you have one pdf for each EE rather than all combined. Select whichever ones you want together, then on the top right click Deliver Selected Pay Statements. Choose the delivery destination that says your name’s email", you can leave non-negotiable since they're just copies of the pay statements, and click Deliver as one PDF. This will send you an email with one PDF with whatever pay statements you selected. Repeat for prior years or for other individual EE's as you see fit.
To download copies of prior year W2’s, navigate to Team > HR > Government Forms > W2’s. On the top right, update the Tax Year to last year's date and click Apply. Check the box on the top left to select all forms. On the top right click Download > ‘One Copy Per Employee (Copy B,2,C)’ > click Download PDF. Save the PDF and repeat for any additional years.
If you don't have your quarterly tax packages saved, you can download those by navigating to Team > Payroll > Reports > Taxes > Tax Documents.
- You can download each quarter's tax package which shows all tax returns etc through last quarter.
After reviewing that data, please let us know if there is anything else you're looking for so we can help.