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Payroll Setup & Maintenance: Moving to a new year in a new company directory

Creating a company directory for the new year

Updated today

To create a new company directory for the new year, please follow the instructions below:

  1. Log in to UBS Payroll.

  2. Click on Create New Company.

  3. Input the company name and year and generate a new database.

  4. Restore the December current year backup to the new directory.

  5. Run Year-End processing from Payroll, Closing, and select Year-End.

  6. When in December, please make sure you have processed the Month End before the Year End is available.

After completing the Year-End Process, the data will be brought forward to the new year in January.

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