Week 1: take the exports, all of them, now
Whatever the reason for moving, the old system's data stops being yours the day the login stops working, and vendors do not always give notice. Export in the first week, before any settings change, and store the files somewhere two people can find. Zenscale's Payroll module lists an Employee Master, Muster Books, Payslips, Statutory Reports, Loan Management and Advance; every one of those is an export you want.
- Employee master, with the employee code, department, plant, date of joining, designation, bank details and, critically, the biometric device code for each person. If the code is not in the export, read it off the terminal (Menu, User Mgt) before you do anything else.
- Attendance and muster reports, month by month, for at least the current financial year and preferably the years your labour registers must cover. Ask your CA what to retain; the answer is usually several years.
- Salary structures: basic, allowances, deductions, per-employee overrides, overtime settings, holiday and week-off eligibility. Screenshots are acceptable where there is no export; you will re-enter these by hand.
- Loan and advance balances outstanding on the cutover date, per employee. These are the numbers most often lost in a migration and most often disputed afterwards.
- Leave balances per employee and the leave types they belong to.
- Payslips and statutory reports (PF, ESI, TDS, bonus, gratuity) as PDFs for every month you can reach. These are what an inspector or an ex-employee asks for two years later.
- The user list and roles for the software itself, so you know who had access to what.