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How to migrate your Planday to a Modern Award
How to migrate your Planday to a Modern Award

Update your existing Planday setup to an Australian Award from the Planday Award library utilising this checklist.

Karen Hutchinson avatar
Written by Karen Hutchinson
Updated over a week ago

🎯 For Admins using custom employment terms interested in migrating their current setup to an Australian Award from the Planday Award library.

If you’re unsure of the correct Award coverage for your company or your employees, we encourage you to visit the Fair Work Commission Awards finder page or contact the Fair Work Ombudsman to discuss this further. Getting this right is very important and sets the foundation for paying your employees correctly. You should also seek any independent legal advice as appropriate for your business.


Pre-requisites

  • Currently have no Awards enabled

Note: This excludes customers who have already enabled an Award and simply want to add a new Award (as an addition) to their current setup.


Steps checklist

  1. Review and audit current setup

  2. Determine when the next pay run will commence and ensure the current pay run has been completed

  3. Lock the payroll period - learn more about how to lock payroll periods

  4. Once the payroll period is locked, disconnect Xero from the Planday Xero integration configuration page

  5. In Planday, delete only the payroll supplements not linked to the new Award you wish to enable

  6. Remove salary codes from shift types that will no longer be used

Proceed to enable your award with the next step: How to set up your employees with supported Awards

For Xero Integration customers, after you complete the steps of enabling your award you will need to:

If you encounter any issues, please review Xero Integration FAQs or log in and contact support using the blue icon at the bottom for further questions.


See related articles:

ℹ️ Need more help?

🔍 Search the Help Center | See videos at Tutorials.Planday.com

💬 For personalised support

Log in and contact support using the blue icon at the bottom for further questions.

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