Switch to Workmax with Confidence
Why switch to Workmax?
Automated Data Import
No more manual entry. Our smart import tools map your existing employee data, year-to-date figures, and pension details automatically.
Parallel Run Support
Run Workmax alongside your old system for a month. We'll help you reconcile the figures to ensure 100% accuracy before you fully switch.
Mid-Year Migration
You don't have to wait for April. We support migrations at any point in the tax year, handling all year-to-date carry-overs for you.
UK-Based Expert Support
Get a dedicated migration specialist to guide you through the process, from initial data export to your first successful pay run.
Your 3-step path to better payroll
Switching software shouldn't be a project that lasts months. Most Workmax migrations are completed in less than a week.
1. Export & Upload
Download your employee data from Sage, Xero, BrightPay, or spreadsheets and upload it to our secure portal.
2. Mapping & Validation
Our system maps your data to Workmax fields. A migration specialist reviews everything to ensure HMRC compliance.
3. First Pay Run
Run your first payroll with Workmax. We'll be there to support you through the entire process, including RTI submissions.
Direct Sage & Xero Mapping
Tired of cleaning up messy CSV files? Our platform recognizes standard exports from major UK payroll providers, automatically identifying tax codes, NI categories, and pension schemes.
HMRC RTI History Transfer
Don't lose your history. We import your Full Payment Submission (FPS) history so your year-to-date figures are perfect from day one, ensuring P60s are accurate at year-end.
Bulk Pension Enrollment
Transferring pension details can be a nightmare. Workmax handles bulk enrollment and historical contribution data for NEST, Smart Pension, and other major providers automatically.
Migration FAQs
Everything you need to know about moving your payroll to Workmax.
Absolutely. Most of our customers switch mid-year. We import your year-to-date (YTD) figures so that your tax and NI calculations remain accurate and your year-end P60s are complete.
For most SMEs, the technical migration takes less than 48 hours. Depending on the complexity of your data, you can be ready to run your first payroll within a few days.
We support migrations from all major UK providers including Sage, Xero, BrightPay, Moneysoft, Iris, and even custom Excel spreadsheets.
Migration support is included in our standard setup for most plans. For very large or complex organizations, we offer bespoke implementation packages.
Typically, you'll need an employee details report and a year-to-date payroll summary from your current system. We'll provide a clear checklist of exactly what's needed.
No. Once the migration is complete, you can simply invite your employees to the Workmax portal where they'll find their new payslips and historical data if imported.
