Closing the pay period

Before closing the pay period, you must verify that there are no errors or warnings, using the Closing Details Checklist on the Pay Period view on the Review Pay Period screen. The following criteria must be met to close the pay period:

• The pay period must have ended.

• The pay period must be locked.

• All shifts must be approved.

• There can be no disputed shift edits.

• No shifts have errors.

• No employees are clocked in.

Note: If a red () or yellow () circle appears in the Closing Details Checklist, the period cannot be closed. Complete all pay period tasks before closing the pay period.

To close the pay period:

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select T&A > Review Pay Period.
   The Review Pay Period screen appears.

3. In the upper-right corner, select the Managing: Pay Period view.
   

   Note: If your property has multiple pay groups configured, the Managing: Pay Period view is called Managing: Pay Groups.

4. Expand the Pay Group that you want to close.

5. Lock the pay period by setting Locked to ON ().
   

6. Select Close Current Period.
   The pay period is closed for the selected Pay Group.