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How does the Year End Procedure work?

Sorting the Year End procedure and how its changed

Written by Hayley Jones

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.


Need Help?

If you have questions, you can contact our Support team via Live Chat for assistance.

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