Below are the common activities that need to be addressed to get Indeavor ready for the upcoming year. If you need any additional help getting prepped for next year, please send us any questions or schedule a walk-through at email@example.com or submit a ticket.
In order to use leave functionality, Accounting Periods must be created for the new year. If you can't schedule leaves for future dates, double check your Accounting Periods.
Note: The Accounting Period Start and End is at the day start.The last day
of the previous Period should be the same as the first day of the new one.
Other areas that may require updates after your new accounting periods are listed below.
If your Accounting Periods are mapped, update the Entity Mappings after your new accounting periods are created.
Create a Volunteer Opportunity Template
Employees qualifications may need to be audited or adjusted. The qualifications can be for Shifts, Shift Groups, Jobs, Job Groups, etc.
Base Schedule Management
If employees have no change to their day to day schedules this step can be skipped. If employees' day to day work schedules changes, this step needs to be completed prior to generation.
Note: If you have to change the preferences of a base schedule that is being
used, the better way to do it is to Create a New Base Schedule by copying the one
that already exists and making your changes there, rather than changing the
original. If a base schedule is not being used, you can update it before
If assignments are changing in the upcoming year, the Base Schedule Assignment of affected employees will have to be changed. Given each employee can only be assigned one Base Schedule during a time period, the user will have to manipulate the validity of each Base Schedule Assignment.
Employee Leave Balances are tied to Accounting Periods. Once the Accounting Period is over, the leave balances will reset. The user will have to issue new balances for the new Accounting Period and carry balances over manually if required.
Once employees' base schedules updates are complete, you are ready to generate next year's schedules.
If you're using a posting date, it will need to be extended into the next year so your employees will be able to view their schedules via ESS. If schedules exist, but your employees can't see them, verify the Schedule Posting is expanded into the next year.
Once new Accounting periods are configured. The user will create new Quota definitions or update existing Quotas for the new Accounting Period.
If employees have no change to their attributes or if they are managed on an ongoing basis, this step can be skipped. Attributes can be fixed or non-fixed.