At year-end everything starts moving at once. Employees rush to use their remaining PTO, finance teams are closing the books, and receipts and reimbursements are coming in fast. It’s a busy season, but with clear expectations and flexible tools, it’s easy to stay organized.
Setting PTO deadlines, simplifying expense rules, and keeping communication open can help you wrap up the year smoothly. Here are a few simple tips to help your team get ahead of the rush.
PTO Without the Panic
- Set clear deadlines: Let employees know when PTO requests must be submitted and when the schedule will lock.
- Plan for coverage: Ensure every request includes who will cover essential tasks while someone is out.
- Avoid overlapping time off: Managers should review team calendars early to prevent coverage gaps.
- Clarify priorities: Remind teams which tasks can wait until January to avoid last-minute stress before the holidays.
Keeping Expenses on Track
- Announce your deadlines early: Share final submission and reimbursement dates upfront.
- Keep expense rules simple: Clearly list what needs a receipt, mileage rules, and spending limits.
- Do weekly check-ins: Reconcile corporate cards once a week to avoid a last-minute pileup.
- Automate where you can: Tools that connect expenses to payroll and accounting save time and prevent errors.
Turn Year-End Stress into Year-End Success
When forms pile up, mistakes happen. Automating your process makes things easier for everyone. By connecting expenses, payroll, and accounting in one place, you can cut down on the back-and-forth and keep everything running smoothly.
At Coastal Payroll, we make year-end simple with our Expense Management solution:
- Mobile-friendly expense and PTO submissions so employees and managers can review and approve from anywhere.
- Automated workflows and real-time reporting that save time and keep everyone organized.
- Seamless integration with payroll and accounting for a more connected, accurate process.
- Real-time visibility and secure data protection so you can trust every number that comes through.
The result is faster reimbursements, accurate records, and happier employees - all in one system. We can help you get set up, train your team, and simplify your year-end process before things get busy.
Reach out to us to see how we can help you turn year-end stress into year-end success!
