As we enter the last quarter of the year, we have officially launched the year end season! As we have done in years past, we are focused on year end preparations now to better ensure a successful and smooth transition into 2027. Our goal is providing you with helpful tips, tools, and to-do items to assist during this process.
HCM-Year End Processes Webinar
This webinar highlights important year end milestones and information related to end of year processes and can be accessed using this link. 2026 Year End Webinar
2026 Year End Deadlines & Key Dates (review key dates)
Included below are upcoming key dates and deadlines related to Year End 2026 for your convenience:
Now – Review your Payroll Calendars for 2027 and submit any changes to the HCM Service Team.
Please run the Payroll Calendar Summary Report under Standard Reports, all calendars are extended for all customers at this time.
Now – Review Year End/W-2 Data which has been generated through 10/09/2026. Please begin reviewing your W-2 Detail Report under Standard Reports for potential issues/corrections.
Now – Review Holiday Payroll Calendar and determine if pay date changes may be required
- If you are a NetTime customer – ensure to review your holidays or custom pay period dates for needed updates.
November 4th – complete/submit the HCM Year End Client Data Survey. The Year End Survey was sent to a main payroll contact on your account. Please reach out to the HCM Service Team if the survey needs to be resent.
November 16th – Submit any payroll calendar changes to the HCM Service Team
December 15th – submit any payroll adjustments or data corrections the HCM Service Team will be handling; after December 15th, a W-2c and amended returns may be required
December 28th – all final employee changes (such as address changes) posted
December 29th – If any 2026 payrolls remain open, these must be closed no later than 12pm Eastern Standard Time. Please reach out to the HCM Service Team for any requested exceptions for later payroll closures.
All payrolls will be closed if left open after 3:00 PM EST
2026 PlanSource Holiday Office Closure Dates & Banking Holidays
November 26th Thanksgiving Day – PlanSource will be Closed
November 27th Day After Thanksgiving – PlanSource will be Closed
December 25th – PlanSource will be Closed
January 1st – PlanSource will be Closed
THURSDAY, NOVEMBER 26th – Banking Holiday – If your regular payroll falls on this date,
ensure to submit a pay date change to HCM
FRIDAY, NOVEMBER 27th PAY DATES: Close by Monday, November 23rd
MONDAY, November 30th PAY DATES: Close by Tuesday, November 24th
TUESDAY, December 1st PAY DATES: Close by Wednesday, November 25th
FRIDAY, DECEMBER 25th – Banking Holiday – If your regular payroll falls on this date,
ensure to submit a pay date change to HCM
MONDAY DECEMBER 28th PAY DATES: Close by Wednesday, December 23rd
TUESDAY DECEMBER 29th PAY DATES: Close by Thursday, December 24th
FRIDAY, JANURARY 1st – Banking Holiday – If your regular payroll falls on this date,
ensure to submit a pay date change to HCM
All payrolls MUST be completed by 12:00 PM, EST two (2) BUSINESS days prior to your pay date.
Please Note: If your payrolls require package delivery, please keep in mind the holiday and winter season typically experiences some delivery delays.
If changing pay dates, consider submitting earlier than usual to allow greater lead time in the likely event of delivery delays! Also remember your office/building may also be closing earlier than the usual, which could create delivery issues for the carrier.
HCM Year-End Processes
- One Big Beautiful Bill Act (OBBB Act) – Important 2026 Compliance Requirement
- Beginning with tax year 2026, employers are required to separately report qualified overtime compensation. Clients will need to review the provided OBBBA report to identify applicable qualified overtime amounts and ensure these values are accurately recorded for year-end reporting. An import process is available to assist with loading the appropriate employee values. Please review and complete this process before year-end is finalized.
- If you indicate in the survey that you will need to complete OBBB reporting, our team will contact you directly with an SOP guide and clear, actionable next steps to guide you through the process.
- Supplemental/Off-cycle/Bonus payrolls MUST be requested by using the standard request form.
- We will generate a NEW W-2 preview in early and mid-November; in December, we will generate the data on a weekly basis. We recommend processing any earnings/deductions with special W-2 reporting prior to this date so you have a chance to submit any changes prior to the Adjustment Deadline of Dec. 15th (mid-December). As in prior years, anything submitted after the deadline may result in a W-2C and will be processed in February after the original W-2 statements have been distributed.
2026 Resources and Support
This year, we have the 2026 Year End Webinar that contains all deadlines, tasks, and checklists to assist you with a smooth year end process. Additionally, we have compiled helpful articles in our website under the year-end knowledge base along with reminders, helpful articles, and important items for your review.
- HCM Client site: https://hcmclient.plansource.com/
- HCM Client Team email: hcmservice@plansource.com.
- HCM Service Team Phone: 407-447-3837
