Getting Started
      Back to home
      1. Corfix Guide
      2. Corfix Payroll
      3. Getting Started

      Transitioning to Corfix Payroll (Including a Pay Frequency Change)

      This article provides guidance on what to review, plan, and complete before changing your payroll frequency during your transition to Corfix Payroll.

      Transitioning to Corfix Payroll (Including a Pay Frequency Change)

      Overview

      When transitioning from your current payroll system to Corfix Payroll, it’s important to plan carefully — especially if you’re also changing your pay frequency (for example, moving from semi-monthly to bi-weekly).

      This guide will help you:

      • Understand the key steps involved in the transition

      • Know what needs to be communicated to Service Canada

      • Properly document all payroll changes so your setup in Corfix is accurate and compliant

      1. Example Transition Plan

      Here’s a common example of how a payroll transition might look:

      • Payroll Provider Change: Moving from an existing payroll system to Corfix Payroll

      • Transition Period: Completing final payrolls in your current system before starting in Corfix

      • Pay Schedule:

        • Continue Semi-Monthly through October (e.g., October 16 and November 3)

        • Switch to Bi-Weekly starting November 17–30 with Corfix

      2. Step-by-Step Transition Process

      Step 1: Complete Your Final Payroll in Your Current System

      Before moving to Corfix:

      • Process your final payroll in your existing system.

      • Make sure all employee wages, deductions, and government remittances are finalized.

      • Record the final pay period end date (for example, November 3).

      • Export your year-to-date (YTD) payroll data so it can be accurately entered into Corfix.

      This information ensures your employee records in Corfix are up to date and compliant.

      Step 2: Submit Required ROEs to Service Canada

      When you change payroll providers and pay frequency, you must notify Service Canada by issuing Records of Employment (ROEs).

      There are two parts to this:

      1. ROE K17 – Change of Payroll Provider

        • This ROE lets Service Canada know that your payroll is moving to Corfix.

        • Reason Code: Other

        • Explanation: “Change of payroll provider.”

        • These should be submitted after your final pay in your previous system but before your first pay in Corfix.

      2. ROE for Change in Pay Frequency

        • If you’re changing from a semi-monthly to a bi-weekly schedule (or any other change in pay frequency), Service Canada must be informed.

        • Reason Code: Other

        • Explanation: “Change in payroll frequency.”

      Submitting these ROEs ensures employee records remain accurate and compliant during the transition.

      Step 3: Set Up Payroll in Corfix

      Once your final payroll has been completed in your old system:

      1. Create your new pay schedule

        • Set up your new pay frequency (for example, bi-weekly) in Corfix starting with your next pay period.

        • The Corfix team will confirm that your schedule aligns properly and doesn’t overlap with your previous payroll runs.

      2. Import or enter historical payroll data

        • Your YTD earnings and deductions will be entered into Corfix to maintain accurate records for tax and reporting purposes.

      3. Review and confirm setup

        • Together with Corfix, you’ll review all employee details, pay rates, deductions, and pay periods before running your first payroll.

      3. Recommended Best Practices

      To ensure a smooth transition to Corfix Payroll:

      • ✅ Communicate early — Let Corfix know your planned transition date and pay schedule changes in advance.

      • ✅ Avoid overlap — Don’t process payroll in both systems for the same pay period.

      • ✅ Keep records — Retain final reports, pay stubs, and YTD summaries from your previous system.

      • ✅ Ensure ROEs are submitted — Complete and submit ROEs for both the provider change and the frequency change.

      • ✅ Double-check YTD data — Verify all imported data in Corfix matches your final payroll records.

      • ✅ Review your first Corfix payroll carefully — Confirm all pay details are accurate before processing.

      4. Example Transition Timeline

      Date Step Details
      October 16 Regular payroll in existing system Continue your current schedule
      November 3 Final payroll in existing system Close out payroll before transition
      November 6–10 Submit ROEs Notify Service Canada of provider and frequency change
      November 17–30 First payroll in Corfix New bi-weekly schedule begins
      December onward Continue payroll in Corfix Ongoing processing under new schedule

      5. How Corfix Supports Your Transition

      Corfix’s Payroll Team will work closely with you throughout the process to:

      • Confirm your final pay period in your previous system

      • Provide guidance on ROE submissions

      • Set up your new pay schedule in Corfix

      • Import your YTD payroll data

      • Validate your first payroll run in Corfix

      • Ensure your setup is compliant and ready for accurate year-end reporting

      6. Summary

      By following this process, your transition to Corfix Payroll will be smooth, accurate, and fully compliant.

      The key steps are:

      1. Complete your final payroll in your current system.

      2. Submit the required ROEs to Service Canada.

      3. Set up and review your new payroll in Corfix before processing your first run.

      If you have any questions or need guidance during your transition, your Corfix representative will be happy to assist and ensure every detail is handled correctly.