Suggested migration process for existing 94six clients after release

• Check 94six permissions for staff + ensure they are still correct. For recommendations + explanations of the permissions, view the recommended 94six permissions article.
• Navigate to 94six > Settings > Leave + check that the leave types used in ‘old 94six’ have been transferred to the standard leave profile (as per screenshot)

• Go to 94six > Settings > Payroll + review the payroll profile
• Check the standard work hours for that profile are correct.  These fields are important as, if applying for a full day’s leave, this is used to calculate the daily leave hours.
• Create additional payroll profiles + re-name as required.
• Pay-cycle commencement date only required if implementing shift to leave

• Go to 94six > Settings > Leave + create/edit leave profiles + rename as required

• Export staff information held in system through ARM > Export data, then select the ‘Staff’ form type

NB: There is a new ‘Generate staff import/export’ permission which will only allow user to export ‘94six Sensitive’ information if ticked.

• Check the results from the export + populate columns if required.  If changes are made then -import the information, otherwise this is not required.

• Import the staff leave balances via ARM > Import data > Staff (Staff leave balances). 

• Assign the leave profile + payroll profile for each employment type