How do I close a pay period?
- Admin
- Payroll
Short answer
Open Export and use Close a pay period. Choose the dates, give a reason and confirm by typing the end date. A closed period cannot be changed until someone reopens it with a reason.
A pay period is usually the month you have just run payroll for. Closing it freezes the approved hours, so what payroll received is what stays in Regsta.
Before you can close
- The period has ended.
- It has at least one shift, and each shift is approved or locked. Regsta tells you how many are missing.
- It does not overlap a period that is already closed.
How to close
- Open Export and find Close a pay period.
- Choose From and Through.
- Give a reason, for example: hours checked and approved for the July payroll.
- Choose Review and close, type the end date to confirm, and choose Close pay period.
From then on Regsta refuses new shifts, clock events and corrections dated inside the period. The closure is listed under Pay period history and kept in the audit trail.
If something has to change afterwards
Choose Reopen next to the period in Pay period history and give a reason. The period can then be changed again, and the reopening is kept in the audit trail. Close it again once the correction is approved.
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