Week 1
Import and reconcile
Your roster, pay elements and opening balances are imported from CSV, XLSX or your current system export, then reconciled against your last payslip run.
Switch to Softra
A four-week migration
with no missed pay date.
Import, configure, run in parallel, then go live once the register matches your current output.
The migration plan
Week 2
Configure
Pay calendar, statutory settings, departments, locations and approval rules are configured with your team.
Week 3
Parallel run
You run one full cycle in Softra alongside your existing process and compare the register line by line until the variance is zero.
Week 4
Go live
Employees receive self-service access, managers receive approvals, and the first live run is issued with our team on the call.
Data import
Your roster imported as it stands today.
Import accepts the file your current system already produces. Columns are mapped once, previewed before any record is written, and the import can be re-run after a correction.
- CSV and XLSX import with column mapping
- Preview and validation before records are created
- Opening balances carried forward
Parallel run
A full cycle verified before go-live.
Nothing goes live until a complete cycle in Softra matches your current output. Each difference is traced to the input or rule that caused it and confirmed with finance.
- Register compared against your current process
- Every variance traced to an input or a rule
- Finance sign-off before go-live
User rollout
Managers and employees onboarded before the first run.
Self-service access, manager approvals and payslip delivery are introduced with templates and short training sessions ahead of the first live pay date.
- Employee self-service walkthrough
- Manager approval training
- Payslip delivery from your own domain