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Migration to Greenshades Payroll: Checklist for Sage Intacct Users

Lauren DeBisschop
May 21, 2024
10 min

Are you leveraging the latest in automation and cloud-based solutions to optimize your payroll? For Sage Intacct users, choosing an efficient and integrated payroll system is a strategic advantage.

Greenshades presents a step-by-step guide for migrating to Greenshades Payroll, outlining what an integration with Sage Intacct would look like for your payroll operations.

The Advantages of Greenshades for Sage Intacct

Selecting an in-house payroll system that integrates directly with your Sage Intacct software, like Greenshades, offers multiple strategic advantages:

  • ‍Configuration Capabilities: Tailor the system to meet specific business needs and integrate easily with critical business systems. ‍
  • Compliance: Quickly adapt to regulatory changes and apply complex payroll calculations.
  • Data Management: Gain instant access to payroll data to respond quickly to financial insights and operational demands.
  • Flexibility: Run your payroll when you want. Process any number of pay runs without extra charges.
  • Scalability: Seamlessly manage payroll needs regardless of company size or industry.
  • Employee Satisfaction: Enhance the employee experience with timely and accurate payroll processing.

Choosing Greenshades for your payroll needs means opting for a system that is not only robust and comprehensive but also perfectly aligned with Sage Intacct to boost your financial operations.

Migration Process to Greenshades Payroll

Migrating to a new payroll system is beneficial for any organization aiming to optimize its payroll and HR capabilities. Greenshades provides a structured migration process divided into three main phases: Discovery, Configure, and Deploy. Each phase is designed to ensure that the transition is smooth, efficient, and tailored to meet the specific needs of your organization.

Phase 1: Discovery

During the Discovery phase, the Greenshades team actively engages with your organization to collect essential context and background information about your existing setup. This deep dive into your systems helps pinpoint your specific needs and ensures a successful migration by carefully planning for your company's requirements.

Checklist for Discovery Phase:

  • Gather Initial Company Data: Include company information, multi-entity details, locations, number of employees (including remote), and key stakeholders.
  • Assess Current Systems: Evaluate current systems for payroll, time entry, HR, and any integrated tools.
  • Define Payroll Requirements: Specify pay frequency, daily pay or EWA information, special pay runs, and the start of the workweek.
  • Conduct Stakeholder Meetings: Engage key payroll staff and stakeholders to define goals and set timelines for migration.
  • Formulate Migration Plan: Develop a comprehensive plan collaboratively, aligning with operational goals and timelines.

Phase 2: Configure

The Configure phase focuses on ensuring that every component of your payroll and HR solution is perfectly integrated, meets compliance standards, and addresses your organization's unique needs.

Checklist for Configure Phase:

  • Data Acquisition: Import initial data, validate accuracy, and import pay history.
  • Workspace Configuration: Setup payroll codes, review benefit and deduction codes, configure employee HR information, time off codes, and timesheet settings.
  • Parallel Testing: Conduct pay statement validations, review ACH and Positive Pay setups, and perform parallel pay runs.
  • Compliance Checks: Ensure all components meet compliance standards and are fully integrated into your systems.
  • Final Review and Approval: Conduct a final review of the configuration settings with stakeholders and obtain approval to proceed to deployment.

Phase 3: Deploy

The Deployment phase marks the culmination of your hard work, where you launch your new payroll solution with Greenshades and begin running live payroll.

Checklist for Deploy Phase:

  • Go-Live Preparation: Ensure all system configurations and integrations are finalized and functional.
  • First Payroll Execution: Run the first payroll cycle with Greenshades, supported by an implementation specialist.
  • Immediate Support and Feedback: Receive comprehensive support to address any immediate questions or issues during the go-live.
  • Post-Implementation Review: Collect feedback, assess the success of the migration, and make any necessary adjustments.
  • Plan for Long-Term Support and Evolution: Establish a roadmap for ongoing updates and support to ensure the system evolves with your business needs.

This checklist provides a structured approach to transitioning to Greenshades Payroll, designed to minimize disruption and maximize efficiency for your organization.

Key Features of Greenshades Payroll

Greenshades stands as the preferred choice for Sage Intacct users due to its seamless bi-directional syncing of General Ledger accounts. This integration enables direct payroll processing within the platform, effortless transfer of essential data using unlimited dimensions, and connection of custom fields for dimensional accounting. Easily send General Ledger batches back to Sage for journal entries and synchronize employee records and timesheet data, streamlining your entire payroll and HR management process.

Additional benefits of the Greenshades + Sage Intacct integration include:

  • Improved Flexibility in Payroll Processing: Gain control over your payroll operations with the ability to manage unlimited EINs, handle off-cycle and multiple pay schedules while allowing customization with unlimited codes and custom fields.
  • Direct Management of Banking and Cash Flow: Maintain control over your finances by choosing your own banking partners without the need to pre-fund payroll tax accounts. Receive an alert when tax payments are due, allowing you to optimize your cash flow management.
  • Comprehensive Payroll Features: Optimize your workflows with a unified system that provides precise tax calculations, effective garnishment management, and compliance support.  
  • Direct Integration Capabilities: Enhance your financial operations with smooth integration across payroll, HR, and tax systems.  
  • Dedicated and Personalized Support: Receive support that goes beyond typical customer service. Benefit from personalized assistance that ensures you manage your payroll confidently and effectively.

Greenshades + Sage Intacct

If you're ready to start your migration to Greenshades or want to learn more about how it can benefit your organization, schedule a personal consultation today. Discover the efficiency, compliance, and tailored solutions that Greenshades can bring to your business.

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