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Training course overview

Course overview

This course provides you with the procedures to prepare for End-Of-Year processing, reconcile pay runs using standard and customised reports, identify imbalances and take corrective actions, produce Earning Statements, and use year-end clearing procedures.


This course should be attended by persons who have previously attended (or have relevant experience):

  • Introduction and Navigation course
  • Payroll Processing course
  • Report Designer course (recommended)

The course requires a basic knowledge of working with our system as well as intermediate understanding of payroll processing procedures.


Note, courses may be run in either ichris or chris21 - please check the course date to see which interface will be used.

Training course cost
Who Should Attend
Who should attend
Payroll and Finance Professionals
Personal Drivers
Personal drivers
Learn about preparation for End-of-Year activities
Half day
Quote text
For last year's words belong to last year's language and next year's words await another voice. And to make an end is to make a beginning.
Quote attribution
T.S. Eliot

What you will learn ...

What you will learn

This course will introduce you to the functionality for:

  • preparing for EOY Processing
  • produce Earning Statements
  • preparing for the new Financial Year


Prepare for EOY Processing

  • Load Report Designer reports intended for EOY processing
  • Check Staff Members' details
  • Confirm current company details
  • End of Month processing and reconciliation
  • Confirm that Pay Query and Pay by Period YTD totals are equal

Produce Interface files and payment summaries

  • Earner Premium Exempt Allowances
  • ACC Levies
  • Produce the Tax Certificate Files

Prepare for the new financial year

  • Clear Year To Date (YTD) values
Course instances view

Dates and Venues

This course has no sessions yet. Please check back later.