Changing the start of the month of your HR reference year in Folks can have significant implications for the management of your HR standards and data. Before initiating this change, it is essential to understand all the potential impacts to ensure a safe transition.
Impacts and consequences of the change
Moving Standards: Changing the start of the reference year may result in all standards for the current year, located in the Company > Norms under the Organizational Standards and Employee Standards tabs, being moved to another year.
Backing Up Standards: It is strongly recommended that you copy and paste all information in the standards tables into an Excel file. This step applies to both organizational and employee standards, ensuring that this vital data is preserved.
Restoring Standards: After the change, you will need to locate where the standards have been moved and reintegrate them into the current year. This task is your responsibility and requires special attention to restore the information correctly.
Exporting Absence and Vacation Requests: To preserve the history of requests, export all absences and vacations recorded since you started using Folks. Go to Time > Absences or Vacation > View Summaries. Enter the start date of your period at Folks, then click Export.
Impact on Sick Leave: If sick leave spans two different years, the balance of these leaves may be affected by the change in the reference year. A manual review of these balances may be necessary to ensure their accuracy.
Preparing for the Change
Before proceeding with this significant change, ensure that all essential data is backed up and that you fully understand the steps required to reintegrate the information correctly. This preparation will minimize the risk of disruption to your HR operations.
Contact us
Once you have taken all the necessary precautions and are ready to proceed, please contact us at support@folkshr.com. Our team will be happy to assist you with the change in the HR reference year to ensure a smooth transition.