✅ 1) Review your time off
Now time off balances include ONLY the days relevant for the current time off policy year. That means no more negative available balances due to days booked next policy year.
**TIP: Forecast the number of days an employee will have remaining at the end of the year by pulling a Time Off Balances report and selecting Dec 31 2020 as the date.
+ Send a reminder to employees with remaining vacation days
Late fall is a great time to send a quick note to your team reminding them of the rules of their time off policy as well as to use any remaining vacation or lieu days for the year. Use Collage to send out an announcement to your entire team, or just a select group.
**TIP: As an Admin, you can also view available days for all employees on the Time Off Summary page and using the drop down to choose the time off type.
+ Review carryover rules
No more lost days! Review the carryover rules for each type of time off, within each policy, to ensure the right type of carryover takes place at your year end. Navigate to your policy, then Time Off Rules to view and update the rules. Learn more about time off policies here.
+ Set anniversary bonuses
While you're there, take a look at your anniversary bonus rules defined within each time off type. They’ll apply to employees automatically at the anniversary you've defined.
+ Add 2021 holidays
We've updated our Holidays section to include statutory holidays for 2021. Take a moment to review by navigating to Holidays and then selecting 2021 from the drop down menu. This automatically applies Canadian statutory holidays to eligible employees. Note that Provincial holidays are based on the province of work for your employees.
**TIP: Custom Holidays can be added here too. Think additional company-wide, US, or international holidays observed by all or some of your team based on their location.
✅ 2) Employee data check
Are all of your employees on Collage? Easily confirm the status of your team by clicking through the Employees section. If you are missing an employee, you can "hire" them one by one, or contact us (use our chat in the bottom right) to to add multiple team members.
**TIP: Pull a Personnel report to get a high level overview of all employees and their data.
✅ 3) Maintain compliance
+ Review your documents
Has everyone on your team completed the required training / documents to keep your company in compliance? Navigate to your Company Documents section to view documents assigned to team members and their status.
If you need to re-share a document, OR upload and share a new document to complete, you can do so here too
Get more out of your documents: Use the Annotated Documents feature to insert dynamic fields within your document, and collect e-signatures
✅ 4) Performance
**TIP Easily duplicate question sets for your Reviews! Navigate to the question set and then hit the three dots to the right of it to duplicate.
✅ 5) Benefits
It's good practice to take a moment and review the status of your team's benefits enrolments. If you've enabled benefits with Collage, you'll be able to review enrolments and ensure all eligible employees are enrolled in the right class of benefits. You can also enrol team members directly from this screen.
**TIP: It's FREE* to integrate your existing benefits plan with Collage to keep all your information up to date and rid yourself of paper forms - saving you time and money. Interested? Send us a note and we'll help you get started.
As always, we are here to help! If you'd like to chat, hit the chat icon in the bottom right corner of your screen and a member of our support team will be happy to assist.
*Free for clients who maintain a paid subscription with Collage.