Close and Export Pay Period Hours

From your

Applies to ,

Overview

When a pay period has ended, review and close the pay period to prepare it for export to your payroll processor.

Considerations

Only the account holder and managers with access to manage timesheets and pay periods can close or re-open the pay period.

Close and export pay period hours

Follow these steps to close and export your pay period summary.

Close the pay period

Close the pay period to make sure that no further changes are made to timesheets.

  1. Hover over Attendance Attendance, then select Time Sheet Timesheets.

  2. In the Pay Periods list, select the pay period.
  3. Under the pay period list in the top-left corner of the screen, click Close Period.
  4. To reopen the pay period, click More button and then Reopen Period from the drop-down list.

Review Missing Entries

When you close the pay period, timesheets with missing entries are highlighted in red. A timesheet is highlighted if:

  • there is an entry with an in time entered but an out time is missing.
  • both an in and out time are missing for a scheduled shift.

Fill in the missing out times to resolve entries that are missing an out time.

When an entry is missing both in and out times, fill in the missing in and out times, or ignore the missing timesheet entries, then close the pay period again.

  1. Ignore a single missed entry.
    1. Click Calendar in the Details column of the timesheet.
    2. Click Approve.
  2. Ignore all missed entries.
    1. Click Approve missing entries in the top corner.

Review the pay period summary

Review each employee’s hours for the pay period. If an employee’s hours look incorrect, re-open the pay period; click the employee’s name under Timesheets on the left and make any edits that are needed. When you’re finished, click Close Period under the pay period list in the top-left corner of the screen.

Export

When you are done reviewing your pay period summary, export your pay period data.

  1. Under the pay period list in the top-left corner of the screen, click Export Period Hours.
  2. Choose an export method.If you want to export your pay period information to an Excel spreadsheet, click Download Excel File.
    1. If you’ve configured a payroll integration, click the name of the payroll processor to send the pay period hours export directly to the payroll processor.
      NOTE: Depending on the payroll integration, a spreadsheet may be generated that you import into your payroll processor. 
    2. If you haven’t set up a payroll integration but would like to, click Set up a different payroll integration. Check out Integrating With a Payroll Processor for more information.

Click Print to print the finalized pay period summary.

Updated on August 7, 2020

Was this article helpful?

Related Articles

Still Need Help?

Open a ticket with our customer care team.

Submit a Ticket