How to review, close and export a pay period
This video is coming soon
The written steps below already work. Come back to watch it.
How to review, close and export a pay period. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Payroll preparation. Each period is Open, In review or Closed.
- Open a period to see the Pre-payroll report: per employee regular, overtime and double-time hours, rate, gross pay, earnings, deductions and Net before tax (not a payroll result). Use Print, CSV, Excel or PDF, a location filter and the preview option that also counts submitted hours.
- Press Start review (Office managers can do this), then Close pay period (Accounts staff and Administrators). The period must have ended, and any entries still waiting need approval first, unless you choose the option to close even though some entries are not approved.
- Closing freezes the report, so later rate changes do not alter it. Under Export for payroll choose the export format and create the file. Each export is saved with who made it and when, and can be downloaded again exactly as it was.
Tip
If figures are wrong after closing, an Administrator presses Re-open pay period with a reason, fixes it and closes again; earlier exports stay stored.