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Closing the pay period

Closing the pay period

Before closing the pay period, you must verify that there are no errors or warnings, in the Closing Checklist. The following criteria must be met to close the pay period:

  • The pay period must have ended.
  • All shifts must be approved.
  • There can be no disputed shift edits.
  • No shifts can have errors
  • Employees on the clock must be within the max shift value.

Closing a pay period:

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Time & Attendance section, select Review Pay Period.
    The Review Pay Period screen appears.
  3. Lock the pay period by doing the following:
    1. Click Pay Period Management ). 
    2. From the drop-down list, select Lock Pay Period.
      A dialog box appears to confirm that pay period has been locked.
    3. Click OK.
      The dialog box closes, ant the pay period is locked so that no one else can make changes during the final review.
  4. Recalculate the pay period by doing the following:
    1. Click Pay Period Management ). 
    2. From the drop-down list, select Re-calculate Pay Period.
       The Re-calculate Pay Period dialog box appear. It displays the recalculation progress.
    3. When recalculation is finished, click Close.
      The dialog box closes.
  5. Close the pay period by doing the following:
    1. Click Pay Period Management ). 
    2. From the drop-down list, select Close Pay Period.
      A Close Pay Period dialog box appears. It displays the Closing Checklist.
    3. Review the Closing Checklist and make any necessary changes in the Close Pay Period dialog box. 

      Note: A warning message appears if there are earnings that do not have the required approval level to be exported in the payroll export. A yellow dot precedes earnings that are not at the required approval level.

    4. Click OK.
      The dialog box closes. The pay period is now closed, and the next pay period opened.

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