Question
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What should I know about the Intake Form for Account Migrations?
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What data can be transferred between accounts, and what cannot be?
Environment:
- Push Web App
Answer
When migrating accounts, it's important to understand what to expect and how to prepare for the upcoming changes. We know you may have questions, and you're not alone! Below are some of the most frequently asked questions about our Intake Form, including what you can expect regarding data transfer and preparation:
Q: What does #7 in the Google Form mean (do you want current configurations to be pulled)?
A: In most cases, we recommend keeping your current configurations unless there are significant changes to ownership or branding. 'Current configurations' refer to the setups for the following features in the account:
- ATS Settings
- ATS statuses
- Company logo
- Cost Centers (liked to positions)
- Departments
- E/D presets
- PayStub settings
- Admins
- Clock settings
- Company Positions
- Employee Attributes
- Employees
- Files Categories
- Groups
- Journal Settings
- Profit Centers
- Scheduler settings
Q: What items will be migrated?
- Employee Information
- Clocks - clocks for Statutory Holiday calculations
- Year To Date Totals
Q: What does not get migrated?
- Employee Files
- Accounts for inactive and pending employees
- Employee Notes
- Employees Tasks
- Historical Payroll Information (Paystubs)
- Schedules
Q: What we can copy from one account to another if applicable?
- ATS Settings
- ATS statuses
- Company logo
- Cost Centers (liked to positions)
- Departments
- E/D presets
- PayStub settings
- Admins
- Clock settings
- Company Positions
- Employee Attributes
- Employees
- Files Categories
- Groups
- Journal Settings
- Profit Centers
- Scheduler settings
Additional Information
For any additional questions about Account Migrations, please reach out to our Support Team at support@pushoperations.com or check out the articles listed below!
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