Our Most Experienced Customers Agree: Make Year-End Year-Round

group of people attending a webinar

When the year draws to a close, you face the critical task of preparing for year-end. While it may seem daunting, taking proactive steps throughout the year can significantly ease the burden and help achieve a smooth year-end process. But don’t just take our word for it. Here’s feedback from some of our most experienced customers on why this is important:

“In our experience with UKG Pro, the secret to having a successful year-end is treating it as an all-year task. For instance, we generate W-2s after every payroll run, reconcile our payroll register with the General Ledger each pay cycle, and then reconcile monthly with the payroll bank account to ensure we catch and fix issues early rather than giving ourselves more work and more stress at year-end.” – Teresa Glenn, Payroll Manager, Control Southern Inc.

“Year-end processing starts on January 1 for us. We make sure that every pay period and every quarter-end is balanced. The longer you wait to start, the harder year-end will be.” – Mike Lujan, Payroll Director, Conam Management Corporation

“The whole process is just so simple. I run reports and balance them with my balancing reports throughout the year, and that’s it!” – Wendy DiPasquale, Senior Payroll & Internal Audit Analyst, Monadnock Community Hospital

Ready to follow their lead? Here are some things you can do now to prepare:

Attend Quarter-End Webinars

One of the best ways to prepare for a smooth year-end is to have a successful quarter-end. Our quarter-end webinars cover all the essential information you need to know to close out your quarter effectively and set you up for success with your year-end tasks. 

Watch our UKG Pro Best Practices for a Successful Quarter-End webinar and keep abreast of upcoming webinars by visiting the Events page in the UKG Community.

Reconcile Your Data Throughout the Year

Don’t wait until it’s too late. Conducting consistent audits to review critical pieces of company and employee data can save you from unexpected errors at year’s end. Maintaining accurate records throughout the year can transition into seamless end-of-year processing.

Leverage Helpful Resources

Our UKG Pro U.S. Quarter-End Resources page provides a robust collection of tools to help you prepare and complete your quarter-end processing and tax filing. Bookmark this page for easy access to helpful content like our Quarter-End Processing Checklist, compliance updates, Quarter-End Processing Guide, and so much more. 

Year-round prep for year-end is a strategic investment. By staying organized, informed, and proactive, you’ll streamline the process, minimize errors, and save time. Implement these practices, and when year-end arrives, you’ll be well-prepared to confidently tackle your end-of-year tasks. Your future self will thank you. 

 

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