In Beta
This feature is in beta. Contact your CSM to learn more.
Closing a pay period finalizes employee timecard data and locks it from further edits. This ensures that payroll exports contain only verified hours and wages. The process generates a payroll export file that can be downloaded or transmitted to a payroll provider.
Use this procedure after all timecards in the pay period are reviewed and approved. Once closed, a pay period can be reopened if changes are needed before processing payroll.
Security
Users must have the following permission to close a Time & Attendance pay period:
Labor → Time & Attendance → Pay Period → Close pay period
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Close and Export a Time & Attendance Pay Period
Follow these steps to close a Time & Attendance pay period and produce a payroll export file:
Click steps to expand for additional information and images.
1) Navigate to the Timecard page.
2) Select the location for the desired timecard.
Only locations that the user has access to can be selected.
3) Select the appropriate day, week, or pay period for the timecard.
5) In the Pay Period summary, click Close.
The Close button is only displayed on or after the pay period due date. If the Close button is not present, the pay period is still in progress and cannot be closed.
Once closed, all timecards will be locked. Locked timecards will not be updated with changes in POS data and cannot be manually edited.
6) Click Close + Export.
