What is client upgrade ‘eligibility’?
We want to ensure that clients who are upgrading to 2.0 do not experience any disturbance to their payroll needs after they make the move.
So, we monitor eligibility by checking every feature that an account uses and ensuring that the same features exist in 2.0 before opening the upgrade process for the account. For example, with the launch of auto-run functionality and the Xero integration in 2.0, it opened up eligibility for more client accounts.
An eligible account will still have checklist items in the Upgrade tab to complete to prepare the account for migration, but once that is completed, their account can be upgraded to 2.0.
How do I know if a particular client is eligible?
Once you have upgraded your partner account or connected your partner account, you will see a new view in your 1.0 Client directory. In the Client table, you'll find an Upgrade status column that shows the eligibility or status for each of your clients.
Another easy way to tell is if you can see the ‘Upgrade’ tab when you’re logged into the client’s account, we’ll only show this tab if the upgrade is possible.
What does each upgrade status mean?
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Not eligible: The account is using a feature in 1.0 that does not yet exist in 2.0 (such as multiple jobs or clergy deductions).
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Action needed: The account is eligible to upgrade, but not ready to upgrade because their upgrade-ready checklist is incomplete.
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Ready to upgrade: The account’s checklist is complete and the account is ready to upgrade to 2.0.
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Upgrade started: The partner or client has started the upgrade but the data transfer is not complete. This usually takes about 10 minutes.
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Upgrade complete: The account is in 2.0 🎉
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Upgrade failed: Something went wrong, and the system was not able to complete the upgrade. We will reach out to you if this occurs.
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Self-upgrade: The partner has indicated that the client will be upgrading their own account.
What criteria makes an account Not eligible?
If your client uses any of the following features, they may not be eligible to upgrade at this time.
- Custom codes
- Employee with multiple jobs
- Clergy deductions
- Indigenous earnings codes
- Salary components
- Quebec province
- Other add-ons (for example, QB Time, TSheets, and 7Shifts)
- Reduced EI
- Multiple companies using the same email (e.g. admin with email associated with multiple companies)
- Employee with an out of the country tax configuration
- A Wagepoint partner firm's own payroll
When will these features become available? When will accounts that use these features be eligible to upgrade?
We’re working to get these features into 2.0, so that we can open eligibility for everyone. We anticipate that companies using these features will be eligible to upgrade in 2025.
Can I wait until all my clients are eligible to be on 2.0 before I start upgrading any of my clients?
We understand that you may want to wait until all your clients are eligible to upgrade, so that you can make the move for everyone at the same time. However, it's important that eligible clients are upgraded by their individual upgrade deadlines to avoid interruptions to their payroll.