To perform the New Payroll Year, you shall be sure that all the payment or closing processes are finished. All the resigned employee records will not be brought forward to the New Payroll Year.
Please follow the steps below in the Modern View or Classic View of Access UBS Payroll.
Classic View
You need to be sure of the month under This month is in 13.
Please back up your data before you proceed.
Go to Housekeeping, Year End.
Click Yes to proceed.
You will see the message that Year-end Processing is completed.
Select OK to continue.
You will find a folder with the name Data2021 in the location on your computer C\UBSPAY90\dataname\.
Modern View
You need to be sure of the month under This month is in 13.
You can find this in Settings, General Setup.
Go to Payroll, select Closing, Year-end, Proceed, yes.
You will see the message that Year-end Processing is completed.
Select OK to continue.
You will find a folder with the name Data20xx in your computer C\UBSPAY90\dataname\.
Important: Year-end processing will remove records of resigned or inactive employees from all yearly reports and update the database to the next year.
Please ensure you back up your data before proceeding.