Before you start your Year End Close procedure, please ensure you have read all articles listed and are prepared to conduct this step.
| # | Question 1 | YES | NO |
|---|---|---|---|
| 1 | Is the client on SaaS? | The client's Environment will be backed up by HRplus on our server | The client is responsible for backing up their environment on their server |
| 2 | Does the client have Time & Attendance? | If yes, please ensure the new year's calendar is generated. Link: How do I set up the Calendar? Additionally, please generate your pay cycle before conducting the year-end close Link: How do I set up Pay Cycles? |
If No, proceed to question 3 |
| 3 | Do you have to make adjustments to payroll reports? | If yes, conduct a Payroll Adjustment Link: How to enter a Payroll Adjustment record? |
If No, proceed to question 4 |
| 4 | Have you linked your payroll codes to your statutory report? | If yes, proceed to question 5. Please take the opportunity to double check your payroll codes (Earnings, Deductions, Other Income, Allowances) are linked to the relevant country statutory report. |
If No, please do so by using the link below: How to enter a Statutory Report Flag? |
| 5 | Do you need to make adjustments to your employee's Statutory reports/forms only!? | If yes, conduct a Year End Adjustment Link: How to do a Year End Adjustment? Please ensure you SAVE the changes you have made using the link below: How to Save a Statutory Report? If you are saving the report for all employees please use this link: How to Save a Statutory Report for the Entire Company |
If No, proceed to question 6 |
| 6 | Have all of your pay cycles been run and archived? | If Yes, proceed to How do I perform the Year-End Payroll Close and move to the next Active Year? | If No, please archive the pay cycles. How do I archive a pay cycle? |
| 7 | Have you completed all above | If Yes, proceed to the year-end close screen following those instructions! How do I perform the Year-End Payroll Close and move to the next Active Year? |
If No, please review all steps and then return to the Year-End Close |
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