Year-End Process Checklist

1. Initialization: Employee Totals. This will set all YTD’s to zero and prepare you for producing your 2022 tax slips and processing your first pay of 2023.Read More

2. Initialization: Vacation, Entitlements. Provides the ability to clear entitlements or carry them forward to the next year.Read More

TIP: Only required if your entitlement year aligns with your payroll year-end

3. Verify the new EI Rate and enter any EI Reduced Rates.

4. Verify the new CPP/QPP Rate.

5. Verify the new QPIP Rate.

6. Enter your new WCB Rates and Maximum Assessable Values.

7. Insert your new GL Financial Calendar.

8. Insert new Payroll Calendars for all pay groups for 2023.

TIP: If you are weekly or bi-weekly check to see if you have 53 or 27 pays in 2022.

9. Insert the 2023 Vendor Remittance Reports.

TIP: Please ensure your Receiver General or Quebec Receiver reports have been set up.

10. Review formula-based Earnings, Deductions, & Benefit codes for date formulas that should be updated or reset at the beginning of every year.

11. If using Time & Attendance, insert new Statutory Holiday dates.

12. If using Avanti Self-Service Portal, modify the company web settings to include 2023 dates.

13. If using Time Entry Templates, open the date range to include 2023.

Year-End Process Checklist

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