Skip to main content

End of Year (EOY) Sheet Guide

Overview​

The End of Year (EOY) Sheet is located under the HR Operations module and provides a comprehensive summary of employee working details throughout the academic year. This tool is essential for tracking performance, managing contracts, and conducting year-end evaluations.

👤 Employee Profile Section​

At the top of the EOY Sheet, you'll find the employee's key information displayed in an organized card format:

Employee Details​

  • 👤 Name: Employee's full name with profile picture
  • 💼 Role & Department: Position title and department assignment
  • 📅 Joining Date: Official start date with the organization
  • ⏱️ Contract Mins: Weekly contracted minutes/hours
  • 🎯 Experience: Years of relevant experience
  • 📋 Type: Employment type (Fulltime, Part-time, Contract)
  • 📚 Teaching Mins: Teaching hours allocated (if applicable)

Example from the interface:

  • Name:
  • Role:
  • Joining Date:
  • Contract Mins:
  • Experience:
  • Type:
  • Teaching Mins:

📋 Profile Details Section​

The Profile section displays comprehensive contractual information for the selected academic year:

Contract Information​

  • Actual Joining Date: 12th Jan 2023
  • Contract Hours: 40 hours/week
  • Hourly Rate: $50/hour
  • Contract Date: 1st Jan 2023
  • Revised Contract: 1st July 2023
  • First Class Date: 15th Jan 2023

✅ Purpose: This section helps HR track contract milestones, salary calculations, and compliance requirements.

End of Year Summary Sheet

📊 Monthly Summary Table​

The Monthly Summary section provides a detailed breakdown of employee performance data across all months in the academic year.

Table Structure​

S.NoMonthExpected HoursActual HoursPaidDepartment
1Admin ZupiansInformation Technology---

Key Metrics Tracked​

  • Expected Hours: Planned working hours for the month
  • Actual Hours: Hours actually worked by the employee
  • Paid Status: Payment completion status
  • Department: Employee's assigned department

📝 Note: The table shows employee names and departments. Hours and payment data would be populated based on actual records.

🔍 Search and Filter Options​

The EOY Sheet includes powerful filtering capabilities:

Available Filters​

  1. Search Bar: Type employee names or keywords
  2. Department Filter: Select specific departments from dropdown
  3. Month Filter: Choose specific months for focused analysis
  4. Status Filter: Filter by payment or attendance status

Filter Locations​

  • Left Dropdown: "All" departments filter
  • Search Field: Center search bar for quick employee lookup
  • Right Dropdown: "All" status filter with refresh option

📅 Academic Year Management​

Year Selection​

  • Current Display: ACADEMIC YEAR: JAN 2025 → DEC 2025
  • Navigation: Use the year selector to switch between academic periods
  • Benefits:
    • Track multi-year employee progress
    • Compare year-over-year performance
    • Maintain historical records

🎯 Best Practices​

For HR Managers​

  • ✅ Regular Updates: Ensure employee data is current and accurate
  • ✅ Monthly Reviews: Use the monthly summary for performance tracking
  • ✅ Contract Management: Monitor contract dates and revisions
  • ✅ Department Analysis: Use filters to analyze departmental performance

For Performance Reviews​

  • ✅ Annual Evaluations: Leverage comprehensive yearly data
  • ✅ Bonus Calculations: Reference actual vs expected hours
  • ✅ Promotion Decisions: Review long-term performance trends
  • ✅ Compliance Checks: Ensure contract terms are being met

For Reporting​

  • ✅ Data Export: Use filtered views for specific reports
  • ✅ Trend Analysis: Compare multiple months or employees
  • ✅ Budget Planning: Analyze actual vs planned working hours

🔧 Troubleshooting​

Common Issues​

  • Invalid Date Display: Check date format in employee records
  • Missing Data (N/A): Verify employee profile completion
  • Empty Tables: Ensure data has been properly imported for the academic year

Data Accuracy​

  • Regularly validate contract information
  • Cross-check actual hours with time tracking systems
  • Verify payment status with payroll records

Summary​

The End of Year (EOY) Sheet is a comprehensive tool that centralizes all employee working details for effective HR management. By utilizing its profile overview, detailed monthly summaries, and powerful filtering options, HR teams can make informed decisions about performance, contracts, and organizational planning.

🎯 Key Benefits:

  • Centralized employee data management
  • Comprehensive yearly performance tracking
  • Efficient filtering and search capabilities
  • Support for multi-year analysis
  • Integration with other HR operations modules