End-Of-Year Account Maintenance
End-Of-Year Account Maintenance
The end of the year can be a stressful time, so we put together a few resources to help you get your account prepared for the new year!
Prepare Your Account for Next Year
Step 1: Remove any employees listed who no longer work for the company.
Step 2: Download your paid time off balance reports for the year.
Step 3: Download your time card report for the year.
Step 4: Update your pay period type/dates for the new year if necessary.
Step 5: Add your Holiday dates for the upcoming year.
Step 6: Renew your employees paid time off hours.
Below you can get instructions that tell you how to complete each task!
Federal Holidays for Reference
Federal Holidays will show you all the dates for common holidays in the United States so you can prepare your account in the bulk add section.