How to Migrate from Deputy to Tanda

Deputy to Tanda migration guide for Australian businesses. Roster transfer, Modern Award setup, timesheet history, and payroll integration reconnection.

Estimated time: 2-4 hoursDifficulty: Moderate
DeputyTanda
What this guide coversThis guide walks you through every stage of this migration for Australian businesses. You will learn what data transfers automatically, what requires manual import via CSV, and how to handle AU-specific requirements like BAS reporting periods, STP finalisation and bank feed reconnection.

What Transfers & What Doesn’t

Not everything moves across automatically. Use this table to plan your migration scope.

Data TypeAuto Transfer?Notes
Employee ProfilesYesExport from Deputy as CSV — import to Tanda with roles and pay rates
Leave BalancesNoManually enter current leave accruals — reconcile with payroll system
Rosters & Shift TemplatesNoRecreate recurring roster templates in Tanda — shift patterns don't migrate
Timesheet HistoryNoExport Deputy timesheets for records — historical data stays in Deputy
Award InterpretationsNoReconfigure Modern Award rules in Tanda — both platforms score 5/5 but rules differ in implementation
Locations & AreasNoRecreate location hierarchy and cost centres in Tanda
Payroll IntegrationNoDisconnect Deputy from Xero/MYOB payroll, connect Tanda — verify pay rate mapping

Step-by-Step Migration Guide

  1. Step 1

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  2. Step 2

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  3. Step 3

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  4. Step 4

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  5. Step 5

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  6. Step 6

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

  7. Step 7

    Follow the detailed instructions for this step of the migration process. Ensure all data is verified before proceeding to the next step.

Pre-Migration Checklist

  • Reconcile all bank accounts up to the conversion date
  • Lodge all outstanding BAS and IAS returns
  • Finalise and lodge STP report for the current pay period
  • Export key reports (P&L, Balance Sheet, Trial Balance) as PDFs
  • Back up your data to an external drive and cloud storage
  • Notify your BAS agent or bookkeeper about the planned switch date
Caution: Mid-Year Migration & STP ImplicationsSwitching software mid-financial year introduces risk around Single Touch Payroll (STP) reporting. If you migrate between 1 Jul and 30 Jun, you must finalise an STP event in your old system before cutting over, then lodge a “Year to Date” event in the new system with carried-forward figures.