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Process a holiday year end

How to process a holiday year end.

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Written by Jordan Hutchinson
Updated over a month ago

If you use the holiday module in SelectPay, you will need to year end to keep your employees' holiday entitlements correct. To do this, follow the steps below.

Note: Your holiday year may end at a different time; only complete a holiday year end when it is the end of your holiday year.

  1. Take a backup of your data.

  2. Click Payroll, and then click Year End.

  3. Click Holiday Year End.

  4. Select the required option.

    • Reset to Default:- Reset each employee's holiday entitlement to their default values.

    • Carry forward Current:- Add any remaining holiday in the current year to the employee's defaults for the new year.

  5. Select the checkbox, Advance Holiday year start date.

    πŸ“ŒNote: If you wish to change the holiday year start date, leave this unselected.

  6. Click Next, enter any required filters.

  7. Click Next, then click Next.

  8. Click Process, then click Close.

  9. Take a backup of your data.

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