How does the self-service upgrade from Simployer Classic to Simployer One work?

What are the phases of the upgrade from Simployer Classic to Simployer One?

The self-service upgrade is carried out in six phases:

1. Prepare for the upgrade and validate your data in Simployer Classic.
2. Migrate core data to Simployer One through the self-service migration process.
3. Wait while Simployer migrates additional data and notifies you when it is ready for review.
4. Review and finalize your setup in Simployer One.
5. Complete training, invite employees, and launch Simployer One.
6. Complete follow-up activities and provide feedback.

What do we need to do before migrating to Simployer One?

Before migration, validate your data in Simployer Classic.

The Data Verifier is available to system administrators in Classic.

Review the validation results and:

1. Correct information that must be fixed before migration.
2. Review other recommended corrections.
3. Confirm in Classic when the preparation phase is complete.

Do not start retrieving your Classic data into Simployer One until you are satisfied with the data quality.

How do we start the migration to Simployer One?

When your organization is ready to migrate, you receive an email with login details for your new Simployer One account.

The primary Owner can then connect the Classic database to the Simployer One tenant and follow the guided migration process in Simployer One.

When are documents and absence data migrated?

Documents and absence records are transferred after the personal data has been transferred.

The transfer of documents and absence records continues as part of the migration process.

What do we need to do before inviting employees?

Before inviting employees to Simployer One:

1. Check the migrated data.
2. Check users and their access levels.
3. Complete any required training for other administrators.
4. Inform your organization about the upcoming launch.
5. Activate and invite users when you are ready to go live.

Does Simployer need access to our Classic environment?

Simployer may need access to your Classic environment to provide support during the upgrade.

The source describes this access as being granted for an extended period and used only when needed.