We've put together this handy checklist to help you ensure everyone goes into the new financial year with the correct details.
Step | Task | Completed? Y/N |
1 | Check annual leave entitlement. |
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2 |
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3 | Check holidays taken. |
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4 | Update holiday entitlements. |
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5 | Check and update carryover. |
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6 | Set up carryover expiry dates. |
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7 | Check and update the length of service rules (LOS). |
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8 | Apply length of service rules. |
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9 | Check and update the public holiday template. |
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10 |
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11 | Check and change the holiday year (if applicable). |
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12 | Update the salary for an employee or in bulk (if applicable). |
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13 | Update existing employee records (if applicable). |
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14 | Create and assign employees to a work pattern, individually or in bulk. |
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15 | Set up performance reviews and assign employees to it. |
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