End of Year report

The End of Year report shows end of year related data for all of your employees, including employment status and start and end dates for each job. It will also show the last day of duty and termination dates and reasons entered in the End of Year screen.


Purpose

This report provides a summary of information relevant to end of year processing.

Before the End of Year screen opens, you can save the report and open it in a spreadsheet program, e.g. Excel, to capture last day of duty and termination dates and reasons, ready to enter in the End of Year screen.

During the period when the End of Year screen is open, download the report to view the changes you have submitted so far.

Format

The End of Year report has a CSV file format. For information on this file format, see CSV and PDF file formats.

Timing

The report can be downloaded at any time, as required.

Download the report

  1. Download the End of Year report in Novopay Online using the following menu path:

    My School > Employment Changes > Employee Changes

  2. Select End of Year in the Change Category field on the School Selection screen.

  3. Click Download EOY Report to download the CSV file.

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Reading the report

Column Description
Commence Date The effective date of the latest change made to the employee's position in Novopay, which required a new occupancy to be created.
Occupancy End Date The end date loaded in Novopay for an employee's position.
Updated Last Day of Duty The last day on which an employee will work at your school at the end of the school year. These dates are used to correctly calculate holiday pay. This reflects what has been entered in the End of Year screen. The column will be blank if the report is generated when the End of Year screen is closed.
Termination Date The date on which an employee is leaving the school or leaving a position. This reflects what has been entered in the End of Year screen. The column will be blank if the report is generated when the End of Year screen is closed.
Termination Reason The reason for the termination, as selected in the End of Year screen. The column will be blank if the report is generated when the End of Year screen is closed.



Retention

There are no specific retention requirements for this report.

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