After migrating to Wagepoint 2.0, it’s important to note that some data (such as custom codes and associated year-to-date amounts) may not transfer automatically.
It's important to review all migrated data to identify any missing, incorrect, or incomplete information. This includes comparing records between 1.0 and 2.0, confirming accuracy, and manually re-entering any data that did not carry over.
This review process should be completed before running your first payroll in 2.0 to ensure that all year-to-date (YTD) amounts, custom codes, and employee records are accurate. Taking the time to verify and update your data will ensure a smooth transition to payroll processing in the new system and help prevent discrepancies during year-end
If you need support during this process, please reach out to Wagepoint support and we would be happy to assist you.
Step 1. Review your data after migration
The quickest way to confirm your data is accurate is to compare:
- Your Payroll register report in Wagepoint 1.0
- Your Annual payroll amounts report in Wagepoint 2.0
- Use these steps to ensure that your 2.0 report data includes all employees.
First, ensure all pay groups are set up in 2.0.
1. Open your 2.0 Wagepoint account.
2. Navigate to Payroll > Pay groups.
3. Review your pay groups.
4. If any pay groups are missing, create the needed pay group before continuing.
Then, ensure employees and contractors with YTD data are assigned to a pay group in 2.0.
5. Ensure you have completed all the steps in the migration workflow.
6. Navigate to People > People list.
7. Review the table. Under Pay group, ensure that each individual with YTD amounts has a pay group assigned.
8. For any individuals that are not assigned to a pay group, do so now. -
To compare your data, you'll generate the needed reports and then compare the numbers.
First, generate the Annual payroll report in 2.0.
This report shows a breakdown of YTD totals across all individuals within a pay group.
1. In your 2.0 navigation menu, go to Reports.
2. Select Annual payroll amounts, either in your navigation bar or on the Reports page
3. On Annual payroll amounts report page, click Generate report.
4. Use the drop-down menus to indicate the relevant Pay group and Year, then click Generate your report.
5. The page will reload and you will see your report listed in the table with the status In progress.
It may take some time for the report to generate. If you leave the page, a notification will let you know when the report is ready. You may need to refresh the page (or navigate to another page, and then back to the Reports > Annual payroll amounts tab).
6. When the report is ready, click Download CSV to download your report.
Next, open the Payroll register report in 1.07. In a separate window, log into your 1.0 account.
8. Navigate to Reports > Payroll Register Report.
Finally, compare Year-to-date data
9. Use the two reports to compare the year-to-date data.Keep in mind:
In some cases, values may appear different after migration due to system mapping or formatting changes. This is expected and does not necessarily indicate an issue.
Some codes and associated YTD amounts may not have moved during the process. In this case, follow the steps below. For each missing code you find, note the name of the code and which employees/contractors it applies to.
If something looks different between reports
Some differences are expected after migration and do not necessarily indicate an issue. In some cases, values may appear different after migration due to system mapping or formatting differences. In other cases, they may be listed in your migration report and, if so, you’ll be guided through them in the section below.
If a code and YTD values match, but the name is different
This can happen when the migration process maps equivalent codes between 1.0 and 2.0.
- The underlying settings and values remain correct
- The name change is cosmetic and no further action is needed if the YTD values are correct
- You can rename the code in Wagepoint 2.0 if needed by editing the code
If a code exists but YTD values do not match between 1.0 and 2.0
In some cases, values may not migrate exactly as expected.
- Review the affected entries in the employee’s prior payroll section
- In many cases, this can be corrected easily within the prior payroll section of the employee's profile.
- If you believe there is an issue, contact support@wagepoint.com for assistance and next steps
If you received a non-migrated data report via email
Some customers will receive a migration report highlighting specific items that did not transfer during migration (such as custom codes or WCB rates).
If you received this report:
- Start by reviewing the items listed in your report
- Then follow the relevant instructions in the sections below to complete setup
If you did not receive a report, no action is needed—your information migrated successfully.
Step 2. Review key configuration differences that may require updates
To complete your review, review the items in this section and if any apply to you, take the necessary steps. Complete these checks regardless of whether you received a migration report.
1. Percentage-based tax reductions
Percentage-based tax reduction will always migrate over as a dollar amounts. In accordance with CRA policy, Wagepoint 2.0 does not support percentage-based tax reductions.
If you used percentage-based tax reductions for any of your employees in 1.0:
1. In the navigation menu, go to People.
2. Locate the relevant person and select View.
3. In the people profile, select the Tax tab and click Edit to make changes.
4. Under Federal and/or Provincial, review the dollar amount and make any needed changes.
5. Click Done to save your changes.
Repeat this process for any employees who had percentage-based tax reductions in 1.0.
2. Percentage-based benefit or deduction codes
Codes work a little differently in 2.0. If you have percentage-based benefit or deduction codes in 1.0, they may not have migrated to 2.0.
- In 1.0, you were able to assign a code and then choose whether it is applied to a specific employee as a percentage or dollar amount.
- In 2.0, the default code will apply a dollar amount.
If you would like to use a percentage-based code, you can easily create a percentage-based code to use going forward.
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To create a percentage-based version of an existing dollar-based code:
1. In the Wagepoint 2.0 navigation menu, go to Settings.
2. Under Payroll settings, click either Deductions or Benefits. Keep in mind that 1.0 combined both into Deductions. If you don't see the code you're looking for in Deductions, try looking under Benefits -- this is new for 2.0.
3. Locate the dollar-based code and click the dropdown arrow.
4. Select Duplicate. The entire code structure is duplicated.
5. Rename the code. You may wish to include "percentage-based" in the name.
6. On the right, under Employer Contributions, expand the arrow next to How is this benefit code taxed?
7. Scroll down and click Customize.
8. Click Customize again to confirm that you would like to customize the code, then click Leave page.
9. Under Contribution type, select Percentage of income, then select the relevant income codes.
10. Click Save.
Your percentage-based code will now be available for use, either within a people profile or within the payroll processing workflow.
Step 3. Review and update items from your migration report (if applicable)
Complete this section only if it was referenced in your post-migration email or migration report.
If you received an email after migration that did not include a table with non-migrated table, that means that your information was moved by the system and nothing further is needed for this step.
If your report includes non-migrated codes
In Wagepoint 2.0, custom codes are more streamlined, flexible, and can be created and managed directly without requiring support, unlike in Wagepoint 1.0.
Because custom codes are highly individualized and used differently across accounts, they are not automatically migrated during the transition to 2.0. In practice, many accounts have a number of custom codes in 1.0 that are no longer actively used. The move to 2.0 is often a good opportunity to review and simplify, carrying over only the codes that are still relevant.
The following steps will guide you through setting up custom codes in 2.0 and assigning them to employees.
1. Review your non-migrated data report and identify any codes that have been used this year
You only need to address the code if you have used it in this calendar year. If you are no longer actively using the codes, there is no further action needed and you can always create a custom code later, if you'd like.
2. Identify codes in the pre-existing list that will meet the requirements or create a new custom codes
Wagepoint 2.0 has a large library of pre-existing income, deduction, and benefits codes that are already configured to meet tax setting best practices. Before creating a brand new code, we recommend that you review these lists to see if there is already something that meets your needs.
When it comes to codes, what matters is the tax settings, not the name.
First, review the pre-existing income, deduction, and benefits lists
- In your Wagepoint account, navigate to Settings. Under Payroll settings, you'll click on Incomes, Deductions, or Benefits to view the relevant lists. You'll find some key details about the code in the table.
- To review all settings associated with any pre-existing code, locate the code in the list and click View. Then, review the entry. You can use the arrow toggles to expand details about how the code is taxed and reported.
Then, choose your next step based on whether what's available matches your needs:
Option A: If a sufficient code exists, use it as-is
When it comes to codes, it's the settings that matter. If there is a code that meets your needs but has a different name, that's okay.
Option B: If a similar code is in the list, duplicate it and then make any needed changes
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1. In the navigation menu, navigate to Settings.
2. Under Payroll settings, click Incomes.
3. Locate the code you wish to duplicate and click the dropdown arrow.
4. Select Duplicate. The entire code structure is duplicated.
5. If all you wish to change is the name, then rename the code and click Save. Your code will now be available in the list.- If you wish to edit the tax settings at all, then continue.
6. On the right, expand the arrow next to How is this income code taxed? then click Customize.
7. Click Customize again to confirm that you would like to customize the code, then click Leave page to leave the Duplicate workflow and enter the Customize workflow.
8. Under Customize income, review and make any changes to the following:- Under Name, enter a unique name for your custom code
- (Optional) Enter a Description of what the code will be used for
- Select the type of income code:
- Hours with calculated amount ($) (hours x rate) coefficient (optional): Use this option to determine if an additional factor needs to be applied. For example, when using the income “double overtime” it calculates at 2x the hourly rate [(Hourly rate x coefficient) x hours worked].
- Amount ($) only.
- Amount ($) with hours (no calculation).
4. Click Next.
5. Under Federal Requirements, select if the new income will be subject to Federal Income Tax, Canada Pension Plan (CPP), and/or Employment Insurance (EI).
Note: If you select EI, the Record of Employment (ROE) boxes will be automatically checked below in the Record of Employment section. If EI is not selected, the ROE section will not be active and clickable.
6. Under Provincial Requirements, use the checkboxes to indicate relevant codes. Add additional provinces as needed by clicking + Add another province at the bottom of this section.
Note: Each province has defaults of vacation pay, workers’ compensation, statutory pay, and provincial income tax.
- When Ontario is selected, ON Employer Health Tax (EHT) will become an option.
- When Quebec is selected, QC Health Services Fund (HSF), QPP, and QPIP will become options.
- When British Columbia is selected, BC Employer Health Tax (EHT) will become an option.
- Other provincial level taxes will be displayed based on what types of taxes are set up by our Wagepoint compliance specialists.
Note: You are able to create a custom income code to be applied to more than one province at a time. For example, if you create an income code for an Ontario employee and you would also like to use it for an employee residing in Quebec, you need to ensure that both provinces are added to this code. Otherwise you would be unable to tax the Quebec employee with QC Health Services, QPP, or QPIP.
7. Under Where is this Income code reported?, select which boxes on the tax forms this code will report to:
- T4 Box
- (If applicable) T4A Box
- (If applicable) RL-1 Box
- Under Record of Employment, indicate if this should be included in block 17C. As noted above, insurable earnings is checked by default if your benefit was set up as insurable.
8. (Optional) Under Additional notes, enter any additional information about this code.
9. Click Finalize code.
You can start using your code right away.
For additional information about payroll deductions and remittances, visit the Canada Revenue Agency (CRA) site:
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1. In the navigation menu, navigate to Settings.
2. Under Payroll settings, click Deductions.
3. Locate the code you wish to duplicate and click the dropdown arrow.
4. Select Duplicate. The entire code structure is duplicated.
5. If all you wish to change is the name, then rename the code and click Save. Your code will now be available in the list.- If you wish to edit the tax settings at all, then continue.
6. On the right, under Employer Contributions, expand the arrow next to Where is this deduction code reported? then click Customize.
7. Click Customize again to confirm that you would like to customize the code, then click Leave page to leave the Duplicate workflow and enter the Customize workflow.
8. Under Customize deduction, review and make any changes to the following:- Under Name, enter a unique name for your custom code
- (Optional) Enter a Description of what the code will be used for
- Select the Contribution type:
- Dollar amount
- Percentage of income: If you choose this option, select the applicable income codes that will be used to determine the deduction amount for each payroll.
Note: You can select both dollar amount and percentage of income; however, you will need to choose which incomes are pulled into the calculation for the deduction.
9. Click Next.
10. Enter the following tax information for your custom deduction code:
Will this deduction receive a tax break at source?
- If checked, the deduction code will occur before source deductions, reducing taxable income.
- If it is not checked, the deduction will occur after source deductions.
Where is this Deduction code reported?
- Using the dropdown menus, select which boxes on the tax forms the deduction will report to (optional).
(Optional) Use the Additional notes section for any additional information.
11. Click Finalize code.Your code will now be available in the Deductions list and can be assigned to an employee.
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This feature is intended for the employer-paid portions of a benefit.
1. In the navigation menu, navigate to Settings.
2. Under Payroll settings, click Benefits.
3. Locate the code you wish to duplicate and click the dropdown arrow.
4. Select Duplicate. The entire code structure is duplicated.
5. If all you wish to change is the name, then rename the code and click Save. Your code will now be available in the list.- If you wish to edit the tax settings at all, then continue.
6. On the right, under Employer Contributions, expand the arrow next to How is this benefit code taxed? then click Customize.
7. Click Customize again to confirm that you would like to customize the code, then click Leave page to leave the Duplicate workflow and enter the Customize benefit workflow.
8. Under Customize benefit, review and make any changes to the following:- Under Name, enter a unique name for your custom code
- (Optional) Enter a Description of what the code will be used for
- Select the Contribution type:
- Dollar amount
- Percentage of income: If you choose this option, select the applicable income codes that will be used to determine the deduction amount for each payroll.
Note: You can select both dollar amount and percentage of income; however, you will need to choose which incomes are pulled into the calculation for the deduction.
9. Click Next.
10. Under Federal Requirements, select if the new income will be subject to Federal Income Tax, Canada Pension Plan (CPP), and/or Employment Insurance (EI).Note: If you select EI, the Record of Employment (ROE) boxes will be automatically checked below in the Record of Employment section. If EI is not selected, the ROE section will not be active and clickable.
11. Under Provincial Requirements, use the checkboxes to indicate relevant codes. Add additional provinces as needed by clicking + Add another province at the bottom of this section.
Note: Each province has defaults of vacation pay, workers’ compensation, statutory pay, and provincial income tax.
- When Ontario is selected, ON Employer Health Tax (EHT) will become an option.
- When Quebec is selected, QC Health Services Fund (HSF), QPP, and QPIP will become options.
- When British Columbia is selected, BC Employer Health Tax (EHT) will become an option.
- Other provincial level taxes will be displayed based on what types of taxes are set up by our Wagepoint compliance specialists.
Note: You are able to create a custom income code to be applied to more than one province at a time. For example, if you create an income code for an Ontario employee and you would also like to use it for an employee residing in Quebec, you need to ensure that both provinces are added to this code. Otherwise you would be unable to tax the Quebec employee with QC Health Services, QPP, or QPIP.
12. Under Payable, indicate whether the benefit is payable to an employee.
13. Under Where is this benefit code reported?, select which boxes on the tax forms this code will report to:- T4 Box
- (If applicable) T4A Box
- (If applicable) RL-1 Box
- Under Record of Employment, indicate if this should be included in block 17C. As noted above, insurable earnings is checked by default if your benefit was set up as insurable.
8. (Optional) Under Additional notes, enter any additional information about this code.
9. Click Finalize code.
You can start using your code right away.
Option C: If no similar code exists, create a new custom code from scratch
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1. In the navigation menu, navigate to Settings.
2. Under Payroll settings, click Incomes.
3. Click the Create custom button and enter basic information:
- Under Name, enter a unique name for your custom code
- (Optional) Enter a Description of what the code will be used for
- Select the type of income code:
- Hours with calculated amount ($) (hours x rate) coefficient (optional): Use this option to determine if an additional factor needs to be applied. For example, when using the income “double overtime” it calculates at 2x the hourly rate [(Hourly rate x coefficient) x hours worked].
- Amount ($) only.
- Amount ($) with hours (no calculation).
4. Click Next.
5. (Optional) Review the custom income code details you just entered by clicking Show details.
6. Under Federal Requirements, select if the new income will be subject to Federal Income Tax, Canada Pension Plan (CPP), and/or Employment Insurance (EI).
Note: If you select EI, the Record of Employment (ROE) boxes will be automatically checked below in the Record of Employment section. If EI is not selected, the ROE section will not be active and clickable.
7. Under Provincial Requirements, use the checkboxes to indicate relevant codes. Add additional provinces as needed by clicking + Add another province at the bottom of this section.
Note: Each province has defaults of vacation pay, workers’ compensation, statutory pay, and provincial income tax.
- When Ontario is selected, ON Employer Health Tax (EHT) will become an option.
- When Quebec is selected, QC Health Services Fund (HSF), QPP, and QPIP will become options.
- When British Columbia is selected, BC Employer Health Tax (EHT) will become an option.
- Other provincial level taxes will be displayed based on what types of taxes are set up by our Wagepoint compliance specialists.
Note: You are able to create a custom income code to be applied to more than one province at a time. For example, if you create an income code for an Ontario employee and you would also like to use it for an employee residing in Quebec, you need to ensure that both provinces are added to this code. Otherwise you would be unable to tax the Quebec employee with QC Health Services, QPP, or QPIP.
8. Under Where is this Income code reported?, select which boxes on the tax forms this code will report to:
- T4 Box
- (If applicable) T4A Box
- (If applicable) RL-1 Box
- Under Record of Employment, indicate if this should be included in block 17C. As noted above, insurable earnings is checked by default if your benefit was set up as insurable.
9. (Optional) Under Additional notes, enter any additional information about this code.
10. Click Finalize code.
You can start using your code right away.
For additional information about payroll deductions and remittances, visit the Canada Revenue Agency (CRA) site:
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1. In the navigation menu, navigate to Settings.
2. Under Payroll settings, click Deductions.
3. Click the Create custom button and enter basic information:
- Under Name, enter a unique name for your custom code
- (Optional) Enter a Description of what the code will be used for
- Select the Contribution type:
- Dollar amount
- Percentage of income: If you choose this option, select the applicable income codes that will be used to determine the deduction amount for each payroll.
Note: You can select both dollar amount and percentage of income; however, you will need to choose which incomes are pulled into the calculation for the deduction.
4. Click Next.
5. (Optional) Review the custom deduction code details you just entered by clicking Show details.
6. Enter the following tax information for your custom deduction code:
Will this deduction receive a tax break at source?
If checked, the deduction code will occur before source deductions, reducing taxable income.
If it is not checked, the deduction will occur after source deductions.
Where is this Deduction code reported?
Using the dropdown menus, select which boxes on the tax forms the deduction will report to (optional).(Optional) Use the Additional notes section for any additional information.
7. Click Finalize code.You can start using your custom deduction code right away.
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This feature is intended for the employer-paid portions of a benefit.
1. In the left navigation menu, navigate to Settings.
2. Under Payroll settings, click Benefits.
3. Click the Create custom button and enter basic information:
- Under Name, enter a unique name for your custom code
- (Optional) Enter a Description of what the code will be used for
- Select the Contribution type (dollar amount or percentage of income).
- If you select Percentage of income, additional options will display. Select the income codes that will be used to determine the benefit amount for each payroll.
- You can select both Dollar amount and Percentage of income; however, if both are selected you will need to choose which incomes are pulled into the calculation for the benefit.
4. Click Next.
5. (Optional) Review the custom benefits code details you just entered by clicking Show details.
6. Under Federal Requirements, select if the new income will be subject to Federal Income Tax, Canada Pension Plan (CPP), and/or Employment Insurance (EI).
Note: If you select EI, the Record of Employment (ROE) boxes will be automatically checked below in the Record of Employment section. If EI is not selected, the ROE section will not be active and clickable.7. Under Provincial Requirements, use the checkboxes to indicate relevant codes. Add additional provinces as needed by clicking + Add another province at the bottom of this section.
Note: Each province has defaults of vacation pay, workers’ compensation, statutory pay, and provincial income tax.
- When Ontario is selected, ON Employer Health Tax (EHT) will become an option.
- When Quebec is selected, QC Health Services Fund (HSF), QPP, and QPIP will become options.
- When British Columbia is selected, BC Employer Health Tax (EHT) will become an option.
- Other provincial level taxes will be displayed based on what types of taxes are set up by our Wagepoint compliance specialists.
Note: You are able to create a custom benefit code to be applied to more than one province at a time. For example, if you create an income code for an Ontario employee and you would also like to use it for an employee residing in Quebec, you need to ensure that both provinces are added to this code. Otherwise you would be unable to tax the Quebec employee with QC Health Services, QPP, or QPIP.
8. Under Payable, select if the benefit code is payable to an employee.
9. Under Where is this Income code reported?, select which boxes on the tax forms this code will report to:
- (If applicable) T4 Box
- (If applicable) T4A Box
- (If applicable) RL-1 Box
- Under Record of Employment, indicate if this should be included in block 17C. As noted above, insurable earnings is checked by default if your benefit was set up as insurable.
10. (Optional) Under Additional notes, enter any additional information about this code.
11. Click Finalize code.
You can start using your code right away.
3. Review each relevant people profile and enter prior payroll data for any non-migrated codes
Now that the required codes are available for use in your Wagepoint 2.0 account, you'll bring over the relevant YTD amounts manually.
Before you begin, ensure that you have the Payroll Invoice Report open in your Wagepoint 1.0 account. Then, follow the steps below for each employee with missing codes.
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1. In the navigation menu, go to People.
2. In the People list, locate the relevant person and select View.
3. Go to the Prior payroll tab.
4. Click Edit to make changes.
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To add additional codes:
5. Click Edit (if there are existing codes in the category) or + Add.
6. In the slide-out window, click Add deduction/income/benefit.
7. Use the drop-down menu to select the relevant code, then click Save. This will add the code into the list of available codes for this employee.
8. Under Employee amounts (YTD), enter the YTD value from your 1.0 Payroll Register report. Then, click Save.
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9. Below the income, deduction, and benefit tables, review the CPP Pensionable earnings and EI Insurable earnings totals.
10. Make any necessary adjustments, so that these totals match the amounts for the employee in 1.0.
11. If you need assistance finding these totals, use the Year to date report in 1.0. It will need to be run for each employee.
12. Under Taxes, review all Employer amounts (YTD) and Employee amounts (YTD)and make any needed changes.
13. When everything on the page accurately reflects the reports in 1.0, click Done.
14. You may receive a warning based on the amounts entered into the profile. This warning will not block you from moving forward, and there may be nothing wrong with your data.
If you are confident that the data matches 1.0, check the box to indicate that you have reviewed and confirmed the amounts on screen and click Done.
Repeat this process for all employees and contractors that have YTD data associated with non-migrated codes.
If your report includes WCB information that didn't migrate
In Wagepoint 2.0, Workers’ Compensation (WCB) rates are tied to an employee’s job location. If an employee’s WCB rate in 1.0 does not match their job location, the rate will not migrate to 2.0.
If your migration report or email indicates non-migrated WCB data:
- Review the details provided in your report.
- The report shows each impacted individual’s work location, along with their previous WCB province and rate
- Ensure all locations are set up in Wagepoint 2.0.
- Set up the correct WCB rate in Wagepoint 2.0
- Assign the work location and appropriate WCB rate to each impacted individual in their people profile. The work location must be assigned before the rate becomes available.
FAQs: Complete your data after migration
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When you assign a recurring code and set a frequency (for example, "first pay of the month"), the system counts payrolls based on the pay cycle start date -- not the pay date.
This is different from Wagepoint 1.0, where frequency was determined by the pay date.
What this means in practice: If your pay cycle starts on the 1st of the month but your pay date falls on the 15th, the "first pay of the month" is the payroll whose cycle begins on the 1st -- regardless of when funds are deposited. If you are migrating from 1.0, review any recurring codes with non-standard frequency settings (first pay, last pay, alternating) to make sure they will apply on the expected payrolls.
- We're here to support you, so please reach out to our Customer support team.
- If you've reviewed your data and believe there is an error, please reach out to our Customer support team.
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Usually this isn't a problem, as code names are primarily cosmetic. Our recommendation is to leave the YTD amount that migrated associated with the old code, and use your newly created code going forward.
Our recommendation is to leave the existing code and associated YTD amount that migrated, and use the new code going forward.That said, if you have not yet run payroll in 2.0, then you can remove that code from the employee's prior payroll, replace it with your newly created code, and manually enter the YTD amount. If you have already run payroll, you can use the Adjustment tool to make the change in your reports.
- Usually, this means that the employee either does not have associated YTD amounts or is not assigned to a pay group.