Payroll End of Year Process

How to switch your Indigo system to the new payroll year

Marie Claire Saliba avatar
Written by Marie Claire Saliba
Updated over a week ago


Indigo Payroll & Leave 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:

  1. Go to Payroll & Leave > Settings > Payroll.

  2. Click on General Settings.

  3. 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).

  4. 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

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