This article reviews the Year End Checklist page within Workforce. Here, users can track tasks related to end-of-year payroll processing and employee W-2s. 

Article Topics:

• Navigation & Security
  • Navigation
  • Security
• Year End Checklist - Field and Button Descriptions
• Important Note

Navigation & Security

Navigation

First, navigate to Workforce. In the left navigation menu, click 'Year End Checklist' under 'Payroll' to open the Year End Checklist page.

Security

The following permissions are associated with the Year End Checklist page:

• Payroll
  • Workforce Payroll
    • Year End
      • View Year End Module
      • Edit Year End Module

Year End Checklist - Field and Button Descriptions

	Field	Description
	Payroll Company Selector	Click to change the payroll company that the year end checklist is displayed for.
	Search, Filter, and Export	- Search task name and description for entered text  - Save/edit table views  - Filter column information  - Rearrange columns - Export the table to a .csv file - Refresh Learn more about working with smart grids here.
	Task Checkmark	Click to mark the task as completed. - Incomplete - Complete
	Task	Task name and details, including notes regarding deadlines and steps to complete the task. Click on text displayed in blue to open pages related to the task or to contact R365 Support.
	Due Date	Date task should be completed for proper end-of-year payroll processing. If a task is incomplete and the due date has passed, the date will be displayed with an alert icon.
	Completed By	User who marked the task as complete and timestamp that the task was completed.

Important Note

For proper end-of-year payroll processing, all tasks on the Year End Checklist page must be completed. Learn more about all year end tasks here. 

The following tasks are required and have firm deadlines that cannot be extended.