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HR Tech3 min read

Moving HR Off Spreadsheets: What to Clean Up Before You Switch

A new HR system is only as good as the data you put into it. The organisations that switch smoothly spend a week tidying their records first.

By StepUp Team

Tall stacks of paper files

The Spreadsheet That Became a System

Most organisations did not decide to run HR on spreadsheets. It happened gradually. One sheet for the employee list, another for leave, another for payroll, each maintained by a different person, each slightly different from the others.

By the time the organisation decides to move to a proper HR system, those spreadsheets contain years of history, workarounds and quiet inconsistencies. Moving them across as they are simply moves the problems into a new place.

Start With One Employee List

The most important step is agreeing on a single, correct list of current employees. In practice, the payroll sheet, the HR sheet and the branch lists rarely agree exactly.

Reconcile them. Every person on payroll should be on the HR list and vice versa. Anyone on one but not the other is either a leaver who was never removed, a new hire who was never added, or someone who should be looked at closely.

Fix the Identifiers

Each employee should have a unique staff number, and the key statutory identifiers should be present and correct:

  • National ID number
  • KRA PIN
  • NSSF number
  • SHIF number

See our guides to NSSF Tier I and II and SHIF for what each one is used for.

Missing or wrong identifiers cause failed returns and mismatched P9s later. It is far easier to fix them now, while the employee is in front of you, than after a filing is rejected.

Standardise the Basics

Spreadsheets tolerate inconsistency; systems do not. Before importing, make sure:

Names are consistent. One format, spelled the same way everywhere.

Dates are real dates. Joining dates and dates of birth in one format, not a mix of text and numbers.

Branches and departments use one spelling. "Nairobi CBD", "Nrb CBD" and "CBD Branch" will become three branches.

Job titles are tidied. Not necessarily cut down to a few, but without accidental duplicates.

Phone numbers and emails are current. These become how staff log in to self-service.

Decide What History to Bring

Not everything needs to move. Generally worth bringing:

  • Current salary, allowances and standing deductions
  • Leave balances as at the switch date, agreed with each employee
  • Year-to-date pay and tax, so this year's P9s are complete
  • Key documents: contracts, IDs and certificates

Old payroll history can often stay in the archived spreadsheets, kept safely for reference.

Pick a Clean Start Date

Switch at the start of a payroll month, and ideally run the old and new payrolls side by side for one month. Compare every payslip. Differences show configuration errors while they are still cheap to fix.

Tell Staff What Is Changing

Employees will notice when payslips arrive through an app instead of email. A short message explaining the change, how to log in and who to ask for help avoids a flood of questions on the first payday.

Making the Move

StepUp HRM imports employee records in bulk from CSV, flags rows with missing or invalid details before anything is saved, and lets you bring in opening leave balances and year-to-date pay so the first payroll is complete. Our team can help you plan the switch; get in touch and run a parallel month.

A week of cleaning up before the move saves months of fixing afterwards.

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