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How does the Year End Procedure work?

Sorting the Year End procedure and how its changed

C
Written by Charles Vallières
Updated this week

What You Need to Know

You no longer need to complete a manual “Year-End” process in Atlas. Your holiday year closes automatically, and any carry-over is managed for you.


How the Automated Process Works

  • Automatic Year-End Closure:
    At the end of your holiday year, your R & WFM software closes the current year’s holiday records for you.

  • Holiday Carry-Over:
    Any eligible holidays are automatically carried over to the new year, based on your settings.

  • Balance Updates:
    Your holiday balances update across the system without any manual steps.

  • No Action Required:
    You and your team do not need to press any buttons or complete any steps. The process is fully automated.


What’s Different from Before?

  • Old Process:
    You used to press a “Year-End” button in Atlas to:

    • Close the current holiday year

    • Start holiday carry-over for the new year

  • New Process:
    For R & WFM customers, this step is now removed. The system handles everything automatically.


Benefits of the Automated Process

  • No Manual Year-End Actions:
    You save time and avoid extra work.

  • Fewer Errors:
    Automation reduces the risk of mistakes or missed steps.

  • Consistent and Accurate Data:
    Your holiday records remain up-to-date and reliable.

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