How to Migrate from Employment Hero to KeyPay

Employment Hero to KeyPay migration guide. Both share the same award engine — here's what transfers, STP implications, and how to handle YTD balances.

Estimated time: 3-5 hoursDifficulty: Moderate
Employment HeroKeypay
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 DetailsPartialExport employee CSV — KeyPay has a bulk import tool for demographics and tax details
Pay Rates & ConditionsNoRecreate Modern Award interpretations in KeyPay — both share the same award engine origin
YTD BalancesNoEnter YTD gross, tax, super, and allowances per employee — reconcile against payslips
Leave BalancesNoManually enter annual, personal, and long service leave accruals
Super Fund DetailsNoRe-enter SMSF details and default fund USI — verify stapled super records
TimesheetsNoHistorical timesheets don't transfer — export from EH for records
STP HistoryNoLodge STP finalisation in Employment Hero before first KeyPay pay run
RostersNoRecreate roster templates in KeyPay — shift patterns don't migrate

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.

  8. Step 8

    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.