Year End

• Prepare for Year End
  Administrators need to complete several steps to prepare for a successful year end.
• Create or Edit the Holiday Calendar
  The holiday calendar is assigned to employees and can be assigned for multiple years. The holiday calendar definitions and assignments are used by both Time Classic and Scheduling Classic.
• Import Pay Periods into Time Off
  For employees that are paid within UKG Pro, pay periods are entered directly into UKG Pro and flow to Workforce Management Classic. For employees that are paid outside of UKG Pro, the pay periods must be imported directly into Time Off.
• Extend the Payroll Calendar
  If you pay your employees through UKG Pro, the payroll calendar must be extended in UKG Pro for the year before the current pay period can be started. Pay groups with open payroll cannot be extended.
• Create Time Off Policies
  A time off policy defines how accruals, usages, balances, and carryover amounts are applied to an employee's time off information. A time off policy can give accruals based on year-to-date hours or lifetime hours. Typical policies include paid time off, vacation, and sick. Individual time off policies are assigned to policy groups, which are then assigned to employees. The settings in a policy apply to all employees under the policy.

Last Updated: 1/2/2025 2:29:59 p.m.