How to upgrade to Wagepoint 2.0

In this article, we'll cover

how the upgrade works
how to prepare for the upgrade
where you can learn more about 2.0
some common FAQs

To understand what data will and what not be moved to 2.0, check out this resource.

How does the upgrade work?

So, you've been invited to upgrade! What's next?

Prepare to upgrade by completing everything on your upgrade-ready checklist (more on that below!) and determining a good time for you to upgrade.
The best time to upgrade is shortly after all your payrolls are finalized. You’ll want to make sure you leave about 10 minutes to complete the upgrade and some time to get familiar with the new system before you process your next payroll.
Click Upgrade.
This is our cue to bring over all the data to 2.0. It should take about 10 minutes to complete the upgrade and receive the email invitation to set up your 2.0 login and password.
Create a login/password and set up your 2.0 dashboard.
Once you’re in, you’ll review your pay groups, your administrators’ roles, and have your authorized signatory e-sign the pre-authorized debit (PAD) agreement. Don't worry, a customized checklist will guide you through this process. Then you’ll be ready to run your first payroll!

Step one: Complete your upgrade-ready checklist

You'll find your personalized checklist in your 1.0 account under the Upgrade tab. Depending on your account set up and payroll status, you may have any or all of the items on the checklist assigned to you. Review the relevant steps below to get your account ready to upgrade.

Administrators must have an email and enabled status to be moved over to your 2.0 account. You must enter an administrator's email as their username in order for them to be moved over. This email will be their username when they log into Wagepoint 2.0.
The existing report administrators will be moved over as Reports administrators in 2.0. The rest of your administrators will be added as Payroll administrators in your 2.0 account.
An account owner is in charge of the entire account's operation. If there is no email assigned to the administrator on your account, you will be prompted to select the administrator's name and provide an email. If the relevant individual does have an email, you can select yourself or assign the role to an administrator in your company. If this individual is also the authorized signing officer for the company, you can indicate that there as well using the checkbox.
Note: The drop-down will only list administrators with enabled access.
The authorized signatory (also known as the authorized signing officer) is the person who can do banking and sign the company's cheques. You may or may not have an authorized signatory assigned in your 1.0 account, but this is required in 2.0. Similar to assigning an account owner, you must select an administrator to be the authorized signatory and provide an email address.
If you have an unpaid NSF in 1.0, you cannot migrate to 2.0 yet. Please reach out to our friendly Customer Success team at support@wagepoint.com!
You may need to approve the payroll or wait for your payroll to finalize and process.
You have a payroll in progress. You'll need to finalize and process this payroll before you can upgrade.
Please reach out to our friendly Customer Support team at support@wagepoint.com to help you with this.
All employees must have a SIN and date of birth. If this item is on your checklist, it means that a SIN or date of birth is missing for at least one employee.

Is there anything else I should do before I upgrade?

No. After you upgrade, you'll have the ability to create ROEs for your employees, but the rest of the app will only be available with view-only access. In addition to the steps above, we recommend that you also:

We encourage you to download your 1.0 reports to an external location. You’ll have view-only access to your 1.0 account for at least one year after you upgrade, so you can safely do this before OR after you upgrade.
The pay period data required for ROEs will not be carried over in the upgrade. However, you don't need to process ROEs in 1.0 before upgrading to 2.0. If an employee requires an ROE, you can still create ROEs in 1.0 after you upgrade (see below).
Once you've upgraded, you'll need to re-invite your employees and contractors to access their 2.0 employee portals. Don’t worry! Re-inviting is easy and can be done in bulk in just a few clicks. This guide to the Employee portal for employees and contractors can be shared with your team members and they will will retain access to their 1.0 portals as well.

What happens if an employee requires an ROE before sufficient pay periods have completed in 2.0?

ROEs require consecutive pay period data to calculate the employee’s total insurable earnings. The number of consecutive pay periods depends on the pay frequency, as stated in Service Canada's ROE guidelines. The pay period data required for ROEs will not be carried over in the upgrade.

After about 13 months (depending on your pay group frequencies) of using 2.0, you won't need the historical pay period data from 1.0 to create ROEs in 2.0 anymore.
If an employee requires an ROE before the number of consecutive pay periods has passed in 2.0, you have two options:
1. Create an ROE in 1.0 and a second ROE in 2.0
  Create and submit an ROE in 1.0 for the portion of the pay period data that was completed before you upgraded. Then, create and submit a second ROE in 2.0 for the potion of the pay period data that was completed after you upgraded.
2. Manually enter the missing pay period data into 2.0, then create and submit your ROE in 2.0
  If you opt not to process ROEs for the payrolls you’ve run in 1.0, you will need to manually edit ROEs in the 2.0 application to include any missing pay period information if/when you need them.

When is a good time for me to upgrade?

The best time to upgrade is shortly after all your payrolls are finalized. You’ll want to make sure you leave about 10 minutes to complete the upgrade and then add in some time to get familiar with the new system before you process your next payroll. We recommend you plan ahead and set aside some time to familiarize yourself with the new system before you need to process your next payroll.

Step two: Click Upgrade

Go to the Upgrade tab, and click Upgrade now. This button will only be available if your upgrade-ready checklist is complete.

Confirm your upgrade in the confirmation window, and we will begin to move your data to 2.0. When this process is complete, you'll receive an email with a link to set up your 2.0 account.

Step three: Set up your 2.0 account

When you log into your Wagepoint 2.0 account, you'll be guided to your Account setup checklist. This page will show you the final steps you need to take to finish upgrading your account, as well as a few recommended actions.

Review and confirm your pay groups that were brought over from 1.0.
You'll need the authorized signatory to e-sign the Pre-authorized debit agreement (PAD) in your 2.0 account.
We've brought over your enabled administrators with emails. Take a moment to review the list and their permissions. And if you want to add others, you can do that too.

Unlock the full potential of Wagepoint 2.0!

You've successfully set up your 2.0 account, so what's next?

We've got some suggestions! These tasks aren't mandatory, but we highly recommend you complete whatever is applicable to you.

Compare Year-to-date (YTD) data from 1.0 in the employee's Prior Payroll tab.
Select a calculation method for statutory holidays.
Reconnect your favourite integrations, like Time by Wagepoint, QBO, and Xero.
Invite your employees/contractors to join the employee portal in 2.0.
Enable two-step approval for your payroll process.
Enable Auto-run for any eligible pay groups.

Where can I learn more about features and workflows in 2.0?

Taking a course through the Wagepoint Academy is a great way to see the new product in action and learn how to use it. We’ve also enhanced our Knowledge Base (where you're reading this!) to include many helpful resources and guides.

Wagepoint Academy

2.0 Knowledge Base

You'll find release updates here. Click “follow” to receive updates when these articles are updated!

And if you've still got questions? You can connect with our friendly Canadian payroll specialists by sending an email to support@wagepoint.com. Another option is phone support at 1-877-757-2272, but we recommend emailing in your question for a quicker response.

How does pricing work in Wagepoint 2.0?

Great question! We have two plans: Solo and Unlimited. When you upgrade, we’ll automatically place you in a plan based on your number of pay groups. You can change your plan at any time. Check out our subscription and pricing guide here.

FAQs: How to Upgrade

Still the world’s friendliest payroll provider, but with a new look and enhanced features. Wagepoint 2.0 will elevate your payroll experience through streamlined processes, enhanced functionality and more user control. You’ll have access to the core 1.0 features you already know and love, like: direct deposit, tax remittances, year-end reporting, ROEs and employee self-onboarding. Plus, new upgrades like a payroll schedule, more administrator roles, effective dating and employee self-onboarding. You can find a comparison of 1.0 and 2.0 here!
If you choose not to upgrade to Wagepoint 2.0, you can continue running payroll in your current account. Please note that at some point in the future, Wagepoint 1.0 will be deprecated. You will be notified at that time. If you have already upgraded to Wagepoint 2.0, we are unable to reverse the upgrade.
Yes, if you want to continue using Wagepoint. All current customers will be upgraded to the new platform beginning in Q2. Of course, we’ll offer a reasonable window of time for you to complete your upgrade, so that you can do it at a time that best works for your business.
While we understand the appeal of a fresh start, we do not recommend creating a 2.0 account from scratch. In 2.0, you’ll actually have more tools to keep your account squeaky clean! For example, you’ll be able to disable unused pay groups and codes from view.
To ensure that all customers receive upgrade support, we are opening the doors to 2.0 slowly and thoughtfully. We’ve carefully chosen your eligibility timeline based on the features you use now, so you’ll be able to upgrade when those features become available in 2.0, too.
Visit this article to gain a comprehensive understanding of what data we will and will not move from your 1.0 account.
The pay period data required for ROEs will not be carried over in the upgrade. However, you don't need to process ROEs in 1.0 before upgrading to 2.0. If an employee requires an ROE, you can still create ROEs in 1.0 after you upgrade.
We encourage you to download your 1.0 reports to an external location. You’ll have view-only access to your 1.0 account for at least one year after you upgrade, so you can safely do this before OR after you upgrade.
Please try again in a different browser. We are working to address this challenge.
You’ll be able to connect with our friendly Canadian payroll specialists by sending an email to support@wagepoint.com. Another option is phone support at 1-877-757-2272, but we recommend emailing in your question for a quicker response.
Absolutely! Taking a course through the Wagepoint Academy is a great way to see the new product in action and learn how to use it. We’ve also enhanced our Knowledge Base to include many helpful resources and guides.
Our QBO integration and our Xero integration is available now, including the ability to manually or automatically sync your posting journal in both apps.
Wagepoint 2.0 will be available in French later this year. While we’ll be supporting Québec customers soon, it’ll be in English only. In the meantime, you’ll have the option of continuing to use 1.0 until the French version is available. Rest assured, we know French is super important and we’re working on it!