What are the procedures to close payroll year end and rollover to next financial year?

The Bureau manage this for ALL customers including In house customers.

They should have received an email regarding the process.

The most important thing for customers is to ensure that all of 'Last Year' is completed and correct as you cannot amend once the portal is rolled forward.

Hope this helps

Debbie

Fourth

Does the roll over include the holidays not taken or do this have to be manually adjusted? I have 140 employees that have a balance to be carried forward.

HI @pauline wanjiru​ 

Thank you for this question.

This would need to be entered as a manual override via the Batch Update screen if for Full Time (Hourly or Salaried) employees.

HR > Employees > Employee Batch Update > Attribute: Holiday Allowance Override > Update applicable employees > Save.

If this is required for flexible employees it would be best to book in a upload with our data team if there is a large amount of employees. There is a lead time of 2-3 weeks and can be arranged with your Customer Success Manager.

Thanks,

Lauren