Heres's what you'll find in our End of Year Checklist:
✅ 1) Review your time off
**Ensure all time off requests are either approved or rejected BEFORE the end of the year
Time off balances include ONLY the days relevant for the current time off policy year. That means no 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 2025 as the effective 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 menu choose the applicable 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.
An important reminder about carryover. Time off requested for the next policy year is not deducted from this policy years balance. When the policy year rolls over the days will be deducted from the allotment of the policy year they are requested for.
Should an employee intend to carryover time into the next policy year any requests they make for that carried over time will not impact this years balance. The days will continue to show as available in the current policy year. When the policy year rolls over time off will be deducted from any carried over days first before deducting time from the new policy year's balance.
+ Set milestone bonuses
While you're there, take a look at your milestone bonus rules defined within each time off type. They’ll apply to employees automatically at the anniversary you've defined.
+ Review Type Units
Prefer to have Time Off show in Days rather than Hours? The start of a new calendar year is a great time to make this switch.
To change the unit a Time Off Type shows in head to Time Off > Types > … button to the right of the type you want to change > Edit > change the Unit in the Unit drop down.
When you make this change a list outlining the impact with appear.
+ Add 2026 holidays
We've updated our Holidays section to include statutory holidays for 2026. Take a moment to review by navigating to Holidays and then selecting 2026 from the drop down menu. This automatically applies Canadian statutory holidays to eligible employees. Note that provincial and territorial 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.
**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
End of year often means it's time for performance reviews. Use Collage to set up and manage your Annual 360 Reviews and set Goals to help propel your people forward into 2026 with purpose.
**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.
🔐 6) Is your user list up to date?
Take a moment to review your user list (both employees and external users!) ensuring your list is accurate and up to date. You can also ensure active users have the right access level by reviewing your current Roles & Permissions. This helps ensure that only those who should have access to Collage do and keeps your billing accurate!
As always, we are here to help! If you'd like to chat, click the messenger icon in the bottom right corner of your screen and a member of our team will be happy to assist.