EOY Payroll Checklist

Everything You Need to Close Out the Year Without the Last-Minute Scramble

Year-end doesn’t have to feel like a fire drill.

Between W-2 configuration, tax integrations, payroll reconciliations, and getting your tenant ready for the new year, there’s a lot that can quietly slip through the cracks — especially when your team is already stretched thin in Q4.

This free checklist walks Payroll teams and Workday Admins through every critical step of year-end processing in Workday, from configuring your W-2 boxes to publishing final tax documents and setting up for the year ahead. It’s the same framework Syssero consultants use with clients to make sure nothing gets missed.

What You'll Get

Here is what you’ll walk away with:

✔A step-by-step W-2 configuration guide, including box-by-box mapping for earnings, deductions, and pay components so your data is accurate before you ever hit "create"

✔ A sandbox testing checklist... so you can validate W-2 data, fix issues, and confirm everything balances before going live in production

✔ Guidance on running the right Workday reports from the Company W-2 Audit to Tax Filing Quarterly Data, know exactly which reports to run and when

✔ A process for handling off-cycle payments, manual adjustments, and reversals so nothing falls through the cracks before the reporting year closes

✔ Instructions for producing and distributing W-2 forms, whether you're handling printing in-house or publishing through Workday self-service

✔ A W-2C correction workflow because even after close, mistakes happen, and you'll want a clean process ready to go

✔ A new year setup checklist: period schedules, FLSA calendars, ledger years, and ledger periods so your team hits the ground running in January

Ready to take
year-end off your worry list?