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    Year End Checklist Page
    • 12 Jul 2024
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    Contents

    Year End Checklist Page

    • Updated on 12 Jul 2024
    • 1 Minute to read
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    Article summary

    Year End Checklist page lists tasks and year end deadlines related to end-of-year payroll processing and employee W-2s.

    Navigation

    The Year End Checklist page is accessible from the left navigation menu in Workforce.

    1. Navigate to Workforce.

    2. In the left navigation menu, click 'Year End Checklist' under 'Payroll' to open the Year End Checklist page.

    A screenshot of a checklist  Description automatically generated

    Security

    The following permissions are associated with the Year End Checklist page:

    • Payroll

      • Workforce Payroll

        • Year End

          • View Year End Module

          • Edit Year End Module


    These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

    Year End Checklist Buttons and Fields

    A screenshot of a computer  Description automatically generated

    1

    Field

    Description

    Payroll Company Selector

    Click to change the payroll company that the year end checklist is displayed for.

    2

    Search, Filter, and Export

    Table ViewsSave/edit table views.
    FilterFilter column information.
    ColumnsRearrange table columns.
    ExportExport the table to a .csv file.
    RefreshRefresh the table.

    Learn more about working with Smart Grids.

    3

    Task Checkmark

    Click to mark the task as completed.

    - Incomplete
    - Complete

     4

    Task

    Task name and details, including notes regarding deadlines and steps to complete the task.

    Click on text displayed in blue to open pages related to the task or to contact R365 Support. 

    5

    Due Date

    Date task should be completed for proper end-of-year payroll processing.

    If a task is incomplete and the due date has passed, the date will be displayed with an alert icon.

    6

    Completed By

    User who marked the task as complete and timestamp that the task was completed.

    For proper end-of-year payroll processing, all tasks on the Year End Checklist page must be completed. Learn more about all year end tasks.

    The following tasks are required and have firm deadlines that cannot be extended.

    Task

    2023 Deadline

     Notes

    Process Final Payroll of 2023

    11 am MST on 12/27/2023

    Earnings associated with pay runs approved after the deadline will not have a pay date in 2023.

    These earnings will be paid in 2024 and will appear on 2024 tax documents. 

    Review & Verify W-2s

    Any corrections for W-2s must be submitted to R365 Support by 1/5/24.

    W-2 corrections submitted after 1/5/24 will require W-2C requests. 

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