The year-end procedure in Atlas helps you close one vacation year and prepare for the next. You’ll receive an automatic e-mail reminder from Atlas on the first day of your new vacation year.
Accessing the year-end procedure
Go to: Company > Year-end procedure in Atlas.
Procedure options
Set up vacation entitlements for the new year (for example, add extra days for long service).
Carry forward unused holidays from the previous year (if your company allows this).
Step by step
Review vacation settings
Adjust default vacation settings before making changes to individual employees.
Enable the carry-forward option if you want to allow unused vacation to roll over.
Resolve pending requests
Close all pending vacation or absence requests from the previous year before you continue.
Confirm year details
Double-check the details for the new vacation year before moving on.
Review and edit employee vacation entitlements
See a list of all employees with their current vacation details.
Edit each employee’s entitlement and carried-forward vacation amount as needed.
You can allow some employees to carry over vacation and not others.
Confirmation
You’ll see a confirmation message when the year-end procedure is complete.
After the procedure
All changes will be applied to employee records, and vacation can be booked for the new year.
If you make a mistake or need to repeat the process, you can return to the year-end procedure page and redo the steps.
For small changes, you can edit vacation entitlement and carried-forward units directly from the Job tab in an employee’s record without repeating the full procedure.
For a detailed walkthrough, register for our Atlas year-end procedure webinar.