Before running Year-End, it is crucial to confirm that all 2021 Payroll Batches have been completed, processed, and updated. This ensures the payments are completed during the right payroll year and year-to-dates are correct for your employees.
Step 1: Open Payroll Data Entry in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Payroll Data Entry.
Step 2: Confirm if there are batches with pay ending dates in 2021.
If there are none, select Exit to close Payroll Data Entry.
Congratulations! All 2021 payroll batches are processed. The next step in the Year-End process is to Ensure Payroll is Processed for the Last Pay of the Year.
If the pay ending date is in 2022, leave it as incomplete. It can’t be processed until Year-End is complete.
Step 3: If there are batches with a pay ending date in 2021, review a batch and determine if it needs to be paid.
If it needs to be paid in 2021, set the batch status to complete and process it in Process Pay Run.
Step 4: If it shouldn’t be paid, select the batch, then select Delete. You may need to change the batch status to incomplete in order to delete.
Step 5: Complete Step 3 and 4 for each payroll batch with a pay ending date in 2021.
Step 6: Select Exit to close Payroll Data Entry.
If you have any Payroll Data Entry batches with a pay ending dates in 2022, they must be set to Incomplete to run Initialize Employee Totals.
You did it! All 2021 payroll batches are processed. The next step in the Year-End process is to Ensure Payroll is Processed for the Last Pay of the Year.