Home / Case Studies / Paylocity archival & Tyler MUNIS migration
    CASE STUDY — PAYROLL ARCHIVAL & MIGRATION · 2025

    Ten Years of Paylocity Payroll Archived, Not Migrated — with Only What Matters Loaded into Tyler MUNIS

    An organisation moving its payroll operation onto Tyler MUNIS needed roughly ten years of Paylocity history to stay accessible for around 200 employees — without paying for Paylocity indefinitely, and without forcing a decade of transactions into the new ERP. Syntra ETL made DataVault the system of record for the complete history, used DataMove to migrate only the balances and transactions MUNIS actually operates on, and put DataLens in front of the archive for search, Employee 360° and payroll reporting. Complete retention, a simpler ERP migration, and a Paylocity tenant that could finally be switched off.

    10 yrs
    Payroll history retained
    ~200
    Employees in scope
    14
    Payroll data areas archived
    13
    Historical payroll reports

    The challenge: two bad options, and a third one

    Ten years of payroll history had to remain retrievable after Paylocity was retired — for employee queries, statutory obligations, audits and W-2 requests. The two obvious ways of achieving that were both wrong.

    Keep Paylocity running. The organisation would carry a licensed payroll platform indefinitely, used by nobody, purely so that somebody can occasionally look up a pay statement from six years ago. The cost recurs every year and never buys anything new.

    Load everything into Tyler MUNIS. Ten years of payroll transactions pushed through MUNIS import interfaces means a far larger migration, far more mapping and reconciliation, a longer timeline and materially more risk — to land history the new ERP will never transact against. The migration gets harder in direct proportion to how much dead history it carries.

    The third option is to stop treating retention and migration as the same problem. Retention is a lookup requirement. Migration is an operational requirement. They deserve different destinations — which is exactly what the hybrid architecture does.

    The hybrid architecture

    One extraction, two destinations. The complete history goes to the archive; only the operationally required subset goes to the ERP.

    Paylocity
    DataMove
    Extract • Profile • Map • Transform • Validate • Reconcile
    ↙   ↘
    DataVault
    Complete 10-year history
    Tyler MUNIS
    Operationally required data only
    DataLens
    Search • Employee 360° • Payroll reports • Audit • Export

    Complete historical retention

    Nothing is lost. The full ten-year Paylocity dataset is preserved, independent of both the retired source and the new ERP.

    A far simpler MUNIS migration

    Only the balances and transactions with an operational, statutory or reporting purpose are transformed into MUNIS import format — which is less mapping, less reconciliation and less risk.

    Paylocity can actually be retired

    Because historical access no longer depends on the source application, decommissioning becomes a decision rather than an aspiration.

    What went into the archive

    Fourteen data areas, covering the payroll transactions and the surrounding context needed to make sense of them.

    Employee
    Employee ID, name, employment dates, status
    Employment
    Hire, termination, rehire and employment history
    Payroll
    Historical payroll runs and pay periods
    Earnings
    Regular pay, overtime, bonus and other earnings
    Deductions
    Employee payroll deductions
    Taxes
    Federal, state and local tax information
    Benefits
    Payroll-related benefit deductions and contributions
    Direct deposits
    Historical payment and disbursement information
    Pay statements
    Historical employee pay statements
    W-2 history
    Historical W-2 information and documents
    Payroll adjustments
    Historical corrections and adjustments
    YTD balances
    Historical year-to-date payroll information
    Organization
    Department, location, position and cost centre
    Audit information
    Historical changes as provided by the source

    See the Paylocity payroll data archival solution and the Paylocity connector.

    Extraction, profiling and transformation

    DataMove ran a single pipeline serving both destinations: extract → profile → map → transform → validate → reconcile → load.

    📥

    Paylocity extraction

    Source information ingested through whichever mechanism the tenant actually supports — data extracts, APIs, reports or files — rather than assuming one interface exists.

    🔬

    Data profiling

    Source data analysed for missing values, duplicate records, invalid dates, employee and payroll-period relationships, and historical inconsistencies — before any of it was trusted.

    🔀

    Transformation for MUNIS

    For the subset destined for the ERP, Paylocity structures were transformed into the format required by the agreed Tyler MUNIS import interfaces — the design confirmed against the customer's actual MUNIS configuration and available imports.

    Pre- and post-load validation

    Validations run on both sides of every load, so exceptions surfaced and were resolved before migration sign-off rather than after it.

    Related: Tyler Technologies data migration · extraction tool · data validation.

    The Employee 360° historical payroll view

    Most payroll enquiries start with a person, not a report. Somebody asks about one employee and one year, then follows the thread. So instead of leaving IT to query historical tables, an authorised user searches for the employee once and navigates.

    Employee profileEmployment historyPayroll historyEarnings & deductionsTaxesPay statementsW-2 historyYTD balancesPayroll adjustments

    Search runs on employee ID or name, payroll year, pay period, check or payment date, department, earnings type, deduction type, tax year and employment status — through a browser, with no access to Paylocity and no database query.

    Thirteen reports that outlive the source

    A standard payroll report set runs against the archive rather than against Paylocity — which is precisely what lets it keep working after the source is decommissioned. All support filtering, drill-down and export to Excel, CSV or PDF.

    Employee Payroll History
    Payroll history for an individual employee
    Payroll Register
    Historical payroll by payroll period
    Employee Earnings History
    Earnings by employee, year or pay period
    Deduction History
    Employee deduction history
    Tax History
    Historical payroll tax information
    Payroll Summary
    Payroll totals by period
    Annual Payroll Summary
    Employee payroll summarised by year
    YTD Payroll Report
    Historical YTD earnings, deductions and taxes
    Department Payroll Report
    Payroll summarised by department
    Employee Pay Statement
    Historical pay-statement retrieval
    W-2 History
    Historical W-2 information and documents
    Payroll Adjustment Report
    Historical corrections and adjustments
    Terminated Employee Payroll
    Payroll history for terminated employees

    Customer-specific Paylocity reports were identified during discovery and recreated in DataLens where a continuing requirement existed. See historical reporting and the historical reporting solution.

    Proving the payroll history survived intact

    A payroll archive has to provide evidence, not assurance — particularly when the source is going to be switched off. Reconciliation ran at three levels.

    🔢

    Record reconciliation

    Paylocity employee records equal archive employee records; Paylocity payroll transactions equal archive payroll transactions.

    💰

    Payroll control totals

    Gross pay, net pay, earnings, deductions, employee taxes, employer taxes, and payroll totals by period and by year — the figures an auditor would actually check.

    📄

    Document reconciliation

    Paylocity document count equals archive document count for W-2s and pay statements. Exceptions were identified and resolved before final sign-off.

    More on this: migration reconciliation · payroll & HR data archival.

    Security and retention

    Historical payroll is among the most sensitive data an organisation holds — compensation, bank details, tax identifiers, garnishments. The archive was built accordingly.

    Access control
    Role-based access and user-access controls, with restricted access to sensitive payroll information and controlled data export.
    Encryption & logging
    Encryption in transit and at rest, with audit logging of user access and of every report run and export.
    Retention & purge
    Retention policies configured to the organisation's obligations, with controlled purge — so history is kept as long as required and no longer.

    What did move into Tyler MUNIS

    The migration side of the hybrid was deliberately narrow: only the historical balances and transactions with an operational, statutory or reporting purpose inside the new ERP. Candidate objects were confirmed against the customer's MUNIS configuration and its available import interfaces.

    → Migrated into Tyler MUNIS

    • Employee master and history
    • Payroll balances
    • Earnings
    • Deductions
    • Taxes
    • Payroll history required operationally
    • YTD balances

    Each load reconciled source-to-MUNIS.

    🗄️ Retained in the archive instead

    • The complete ten-year transaction history
    • Historical pay statements
    • W-2 documents
    • Historical direct-deposit and disbursement detail
    • Payroll adjustments and corrections
    • Historical audit information

    Look-up data — retrieved through DataLens, not transacted against.

    Related: Tyler Technologies connector · Tyler data archival · cutover strategy.

    Frequently asked questions

    Why not load all ten years into Tyler MUNIS?+

    Because the migration gets harder in direct proportion to how much dead history it carries. Ten years of payroll transactions pushed through MUNIS import interfaces means more mapping, more transformation, more reconciliation, a longer timeline and more risk — to land data the ERP will never transact against. Retention is a lookup requirement; migration is an operational one. Separating them keeps the ERP migration small and the history complete.

    Why not simply keep Paylocity running for historical access?+

    Because it means paying for a licensed payroll platform indefinitely, used by nobody, purely so somebody can occasionally retrieve an old pay statement. Making the archive the system of record for history gives the organisation an independent historical payroll repository and removes the reason to keep renewing.

    What is in the archive?+

    Fourteen data areas across roughly ten years: employee and employment records; payroll runs and pay periods; earnings, deductions and taxes; payroll-related benefit deductions; direct deposits; pay statements; W-2 history; payroll adjustments; YTD balances; organisation data such as department, location, position and cost centre; and historical audit information where the source provides it.

    How do users retrieve historical payroll after Paylocity is gone?+

    Through DataLens in a browser. Search by employee ID or name, payroll year, pay period, check or payment date, department, earnings type, deduction type, tax year or employment status; open the Employee 360° view to move from profile through employment history, payroll history, earnings and deductions, taxes, pay statements, W-2s, YTD balances and adjustments; or run any of the thirteen standard payroll reports with filtering, drill-down and export to Excel, CSV or PDF.

    How was the archive proven complete?+

    Three levels of reconciliation. Record reconciliation matches employee records and payroll transactions between source and archive. Payroll control totals reconcile gross pay, net pay, earnings, deductions, employee and employer taxes, and payroll totals by period and by year. Document reconciliation matches W-2 and pay-statement counts. Exceptions were identified and resolved before final sign-off.

    Which Syntra products were used?+

    All three, each with a distinct job. DataMove extracts, profiles, maps, transforms, validates and loads — feeding both the archive and Tyler MUNIS from one pipeline. DataVault is the system of record for the complete ten-year history, with retention, relationships, documents, reconciliation evidence and auditability. DataLens is the business-access layer: search, Employee 360°, reports and export.

    Does this pattern only apply to Paylocity and Tyler MUNIS?+

    No — the hybrid split is the general answer whenever an organisation replaces a payroll or HR system and has years of history behind it. We used the same reasoning moving a security workforce from UKG Ready to Workday, and the archive-only version of it when a health system retired Kronos.

    Replacing a payroll system with years of history behind it?

    You almost certainly do not need all of it in the new system — and you almost certainly cannot delete it either. Tell us your source platform, your target and your retention obligations, and we will split it the right way.