This article will guide you on how to perform an End of Year Holiday Report, including how to complete Holiday Carryover for your employees.
If you would prefer to see a recording on how to create your End of Year Holiday Report, please click below:
Alternatively, you can commence this process by going to your Company Settings tab, scrolling to the bottom of this page, and selecting "End of Year Holiday Reports" beneath the "Perform Company Tasks" section:
Note that the Holiday Year that is set by default is the one allocated in your Holiday Configuration settings, but you can amend this manually within both the Start and End Date fields. You can also see previously ran reports in this first area:
Once you've selected the correct dates, click "Proceed" below. The resulting page will display all employees and their holiday entitlement details, including where to enter their carryover from the holiday year you are finalising:
NOTE: Reports will only run for years where holiday data has been entered for employees.