It's almost the end of 2021 already! As always, another year has flown by. To help you make sure you get your end of year tasks done, and to prepare you for the calendar year, we'll run you through what you'll want to get done before the end of the year. We'll also mention some other useful tips for this time of year.


Running Time off status report

In last month's newsletter, we provided information on how you can check whether employees still have time off to take.

If you want a report that shows you balances of days used and available days left to use by employees, the Time off status report is what you need.

⚠️CAUTION: This report can't be checked next year retrospectively, as it resets on 1 January. You must run this report before the end of the calendar year.


Sort out carried over annual leave for 2022

If employees do still have unused time off to take, it may be part of your company policy to allow them to carry over some unused annual leave for next year.

If your company does this, you can check your time off policies' settings to make sure you have carried over leave set up correctly. You can configure whether there should be a maximum amount of carried over leave allowed, as well as to set an expiry period for it.

📎NOTE: If you want to do this you must make sure any pending time off requests for 2021 are approved or declined before the end of the year.


Prepare your calendar for 2022

You can start preparing your calendar for next year.

This includes:

  • Create Blackout dates for 2022 - These are days which your employees won't be allowed to book any leave on - Read more >


Use Announcements for Christmas messaging

Announcements is a useful tool for company internal communications. You could create an announcement for company employees to read to confirm company opening hours during the Christmas period, or clarify whether employees can work from home until the New Year due to any current Government Covid guidance.

Below is an example of an announcement:


Set up overtime

Christmas is often a time most people have off. However many people do take up working during this period and are paid overtime for it. If you have staff working overtime during the Christmas holidays, you should check how you're tracking overtime hours in Sage HR.


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Have a great Christmas and New Year!

That's all from us for 2021. If we don't speak to you before the end of the year, have a wonderful Christmas and see you next year! 🎅🎄

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