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

1. Step 1: Remove any employees listed who no longer work for the company.
2. Step 2: Download your paid time off balance reports for the year.
3. Step 3: Download your time card report for the year.
4. Step 4: Update your pay period type/dates for the new year if necessary.
5. Step 5: Add your Holiday dates for the upcoming year.
6. Step 6: Renew your employees paid time off hours.

Below you can get instructions that tell you how to complete each task!

Need payroll assistance for the new year?

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.

Federal Holidays