The Pay Periods record defines how pay periods are generated and applied across locations. It controls the pay cycle frequency, start date, and optional rules for locking Daily Sales Summary (DSS) punch edits after a pay period ends.
Use pay period rules to ensure labor data aligns with payroll processing and reporting.
Security
Users must have the following permission to access Pay Periods record:
Labor → Labor Rules → Pay Periods Rules → View Pay Periods.
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.
Navigation
Navigation Menu
Select Admin from the left navigation rail.
Expand the Workforce category.
Select Labor Rules.
Global search bar
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Pay Periods Buttons and Fields
Header, Name & locations, Pay period
Button/Field | Description | |
|---|---|---|
1 | New pay periods rule | Displays the page title for creating a new pay period labor rule. Updates to the name when rule is created. |
2 | Cancel | Closes the page without saving changes. |
3 | Create | Saves the rule and creates the pay period configuration. |
4 | Close | Exits the page without completing the setup. |
5 | Section navigation | Indicates the currently displayed section. Click to navigate to the desired section. |
6 | Name | Sets the name of the pay period rule. |
7 | Locations | Selects the location(s) the pay period rule applies to. |
8 | Start date | Sets the first date of the initial pay period. |
9 | Calendar preview | A preview of the calendar that dynamically updates to show an example with the inputted start date and pay frequency. |
10 | Pay cycle | Displays the frequency used to generate pay periods. Options include weekly, bi-weekly, and semi-monthly. |
Daily Sales Summary punch edits
Use this section to control when Daily Sales Summary (DSS) punch edits are locked after a pay period ends.
Button/Field | Description | |
|---|---|---|
1 | Lock DSS punch edits after pay period end date checkbox | Enables locking of Daily Sales Summary (DSS) punch edits after the pay period end date. |
2 | Select time | Specifies the time of day when DSS punch edits are locked. |
3 | Time zone | Specifies the time zone used to apply the DSS punch edit lock time. Time zones include PST, MST, CST, EST, and Local Time. |
4 | Days after pay period ends | Specifies the number of days after the pay period end date before DSS punch edits are locked. |