Do's and Don'ts during Year End Processing

During Year-End Processing (YEP), following these Do’s and Don’ts will help ensure accurate leave balances and a smooth process:

•  Do the following before initiating YEP:

  • Verify leave balances to ensure all leaves are accounted for correctly.

  • Finalize payroll to ensure no pending payroll entries affect YEP.

  • Review carry forward rules to confirm that leave balances are carried forward as per your organization’s policies.

  • Lock previous year data to prevent any further changes once YEP has begun.

• Don’t do the following after initiating YEP:

  • Don’t change leave policies—any changes post-YEP initiation can lead to discrepancies in leave balances.

  • Don’t alter the calendar year as it may conflict with processed data and reports.

  • Don’t modify employee configurations (e.g., leave eligibility, role changes) after YEP starts to ensure no inconsistencies in the system.

By following these guidelines, you can avoid errors and ensure that the YEP process runs smoothly, keeping your leave balances accurate and up-to-date.