Indigo Payroll does not require an end of year process. This means you do not need to close off previous years, and that all data can still be accessed.
Shireburn will take care to update your Indigo Payroll with the new rates applicable for the new payroll year.
Be sure to check out other important new year processes in the links at the bottom of this article.
What you need to do
Our recommendation is to switch to the new payroll year by following these five steps:
Go to Payroll > Settings > Payroll.
Click on General Settings.
Next to the Current Payroll Year, you will see the '+ New Payroll Year' button.
Click this to switch to the next year. (This is done by adding 1 to the current year).
Select Yes in the pop-up box.
You are now set to start working on payrolls for the new year! The switch performs the following actions:
The employee list will be filtered by active this year. Toggle the filters to show all employees by following the instructions here.
The leave transaction screen will only show leave related to the new year.This view can also be toggled to show all leave, using system filters as in the point above.
Payrolls now show rolls for the new year, hence should be blank. This view can also be toggled and you can still check and re-print old payslips and FS5s.
Warning: Do not create staff employees starting in the new year before you switch. This is due to the auto-allocation of pro-rata leave.
Frequently Asked Questions
How do I toggle system filters? This is mainly used to view previous year payrolls or inactive employees.
How do I allocate C.O.L.A. to all employees at once? - Follow this utility to easily change the basic pays of employees with the cost of living and any other global pay changes.
What shall I do regarding remaining leave? - Indigo supports various options to manage Leave Balances. You can choose to block users to use certain type of leave in the new year by choosing the posting periods in the leave types. Alternatively, you can also Write-off or Pay-off the remaining balances later throughout the year. This can be done by using the Global Leave Write-off/Pay-Off Utility.
How do I give new year entitlements to all employees? - Leave entitlements for all employees can be generated using the Global Leave Entitlements Utility.