As we approach the end of the year, organizations with the Workday HR platform must prepare for the year-end rollover. To simplify your Workday's year-end process, Jade Global, as a Workday Partner, has crafted a year-end rollover checklist. We hope this will help you prepare for a smooth transition from this year to the next and avoid any impact on any BAU activities.
This blog will explore the critical items to address during the year-end rollover and provide best practices for a smooth transition.
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Period Schedule Extension
One of the first tasks in the year-end rollover is to extend the period schedules. Period schedules may be used for workday absence plans, time tracking, or payroll. Extending the periods in the period schedules ensures that there is no impact on absence requests, time entries, and payroll processing. The upcoming periods need to be reviewed and extended accordingly.
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Integration Scheduling Extension
Similar to the period schedule, it’s crucial to extend integration schedules. This will help maintain the flow of data between Workday and other integrated 3rd party systems. Verify that all integrations are correctly configured for the new year to avoid interruptions in data exchange.
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Encryption Key Recertification
Performing an encryption key recertification is essential to protect sensitive data. Ensure that all encryption keys are up to date and that the necessary security protocols are in place to prevent unauthorized access. Missing this item may also result in authorized parties losing access to the intended data.
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Report and Alert Scheduling Extension
Reviewing and extending the scheduled reports and alerts ensures that critical reports continue to run without interruption. This is particularly important for compliance and regulatory reporting.
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Holiday Calendar Upload
As part of the rollover process, updating the holiday calendars / Holiday events for the upcoming year is crucial. Also, this ensures that employee time-off requests are accurately tracked and that payroll reflects any holiday premium pay accurately.
Read more here: Workday Year End Rollover HR Checklist