End of Year step-by-step process
This page takes you through the steps of completing your school's End of Year tasks.
Please ensure that any changes you need to make (school term dates, last day of duty or terminations) have been made before the End of Year screen closes.
| Step |
Action |
Instructions |
| 1 |
Log in to EdPay. Download your End of Year report and check the job information we have for your employees.
This report is for your records only. You do not need to send this report to Education Payroll – it is to help organise your End of Year processing.
|
Go to: EdPay > End of Year screen > Summary tab > Download CSV
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| 2 |
Enter your school’s term four end date for this year, and your school's start and end dates for next year.
Your school's term four end date cannot be changed after End of Year has closed.
|
Go to: EdPay > End of Year screen >School Term dates tab
|
| 3 |
Terminate any jobs for employees who are NOT returning next year.
|
Go to: EdPay > End of Year screen >Terminations tab
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| 4 |
Enter the date your term-time-only non-teachers and fixed-term teachers will finish working, if it is different to your school's term four end date.
You only need to enter a date if their last day is different from your school's term four end date
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Go to: EdPay > End of Year screen > Last Day of Duty tab
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| 5 |
Have you booked annual leave for your 52-week workers?
This should cover any time during the term four break when these employees will not be working at school.
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For how to book leave in EdPay go to the training page:
Read more about Booking leave
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| 6 |
Download a copy of your End of Year report and check all the information is correct. Save a final digital copy of the report for your school records.
There is no 'EoY complete' button.
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Go to: EdPay > End of Year screen > Summary tab > Download CSV
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