EasyTeam Payroll - Migration from ADP Run
Migrating Your ADP Run Payroll Data to EasyTeam
When transitioning to EasyTeam as your payroll provider mid-year, proper data migration is essential for accurate tax reporting and compliance for both W2 employees and 1099 contractors.
Why Migration Matters
Accurate payroll data migration enables EasyTeam to:
- File quarterly and annual reports with state and federal tax agencies for W2 employees
- Calculate employee taxes correctly based on YTD totals
- Issue W2s and 1099s in January
Important: Keep your ADP Run account active during the migration process. Do not stop running payroll or close your account until we confirm it's safe to do so.
Method 1: Creating a User Account for EasyTeam (Recommended)
➡️ Log into ADP Run as the account owner.
➡️ Click Settings in the left menu.
➡️ Select Company.
➡️ Click Add user in the bottom corner.
➡️ Enter the following information:
- First name: Payroll
- Last name: Admin
- Role: Payroll Admin
- Email: payroll@easyteam.com
➡️ Save the user profile.
Method 2: Downloading Payroll Reports
You'll need to generate reports containing:
- Individual worker details (including terminated employees)
- Wage breakdowns by type (hourly, salary, commissions)
- Employee and employer taxes (federal and state)
- Deductions and employer contributions
For Current Quarter Payrolls:
➡️ Sign in to ADP Run.
➡️ Go to Reports in the left menu.
➡️ Select Run Single Reports > Payroll Reports.
➡️ Choose the Payroll Details report.
➡️ For each payroll in the current quarter:
- Set both From and To dates to the specific payroll date
- Select All for employee set
- Click View report > Download > Download as Excel-New
For Prior Quarters:
➡️ Follow the same navigation steps as above.
➡️ For each past quarter:
- Set From date to first payroll date of the quarter
- Set To date to last payroll date of the quarter
- Select All for employee set
- Click View report > Download > Download as Excel-New
💡 Example: If your first EasyTeam payroll is scheduled for 8/30, and you've run payrolls on 7/15, 7/31, and 8/15 in Q3, you'll need:
- Individual reports for each Q3 payroll (7/15, 7/31, 8/15)
- One consolidated report for Q2
- One consolidated report for Q1
➡️ Send these reports to payroll@easyteam.com, along with your Shopify identifier domain.
Additional Instructions - For Employers Paying Weekly
Submit all calendar year data accumulated so far.
Share your final weekly payroll run data once processed.
💡 Example: If you run payroll every Monday for Friday check dates, send us all previous payroll information first. After running your final weekly payroll in ADP Run, send us that payroll journal by Friday to ensure a smooth transition to your first EasyTeam payroll the following week.
Need help with custom payroll migration requirements? Don't hesitate to reach out via the chat bubble in the bottom right corner, or schedule a free call with us ❤️
Updated on: 18/11/2024