Administrators need to complete several steps to prepare for a successful year end.
First, administrators must build out the holiday calendar in Time Off. This step can be completed several months in advance, and a best practice is to complete it before mid-December. This step confirms holidays are being considered for future-dated data. A separate configuration is required within Time Off, as the holidays listed in UKG Pro do not sync. The holidays in UKG Pro are leveraged for payroll processing only.
Review the Create or Edit the Holiday Calendar help topic.
Next, for organizations that pay their employees through UKG Pro, the UKG Pro payroll calendar must be extended early so that time off requests can be processed and next year's timesheets can be created.
If you pay your employees through UKG Pro, review the Extend the Payroll Calendar help topic. Also, be sure to review your timesheet configuration group setup (Time > Settings > Timesheet Configuration Group > select group > Timesheet Length section). The Pay Period selection is dependent on the UKG Pro payroll calendar configured within the UKG Pro pay group.
If your employees are not paid through UKG Pro, pay periods must be imported within Time Off. Review the Import Pay Periods into Time Off help topic.
Finally, an optional step is to report on carryover amounts and balances (Reporting > select Transactions and Balances as the analytics type). In mid-September, it may be helpful to remind employees to submit requests to take any remaining time off. Administrators can review when Time Off policies are set to roll over and if those policies have any limits configured.
Review the Create Time Off Policies help topic (General Details and Limits sections). Policy configuration can be reviewed within the Time Off Policy (Time Off > Settings > Time Off Policy > select policy > General Details page [Accrual Year Start and/or Limits page selections]).