Review, Finalize, and Export Payroll

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Overview

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

Things to know before you begin

  • Only the account holder and managers with access to manage payroll can close out and finalize payroll.
  • Only the account holder can un-finalize a finalized pay period.
  • All time clock entries must have an in and out time to be counted on the final payroll summary.

Step 1: Close the pay period

Close the pay period to make sure that employees can no longer make changes to their 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 Out.

Review Missing Entries

If there is a shift scheduled that does not have an in and out time entered, you’re alerted and the timesheets are highlighted in red.

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 Warning in the Details column of the timesheet.
    2. Click Ignore.
  2. Ignore all missed entries.
    1. Click Close Out.
    2. Click Ignore missing entries on the red banner.

Step 2: Review the payroll summary

Review each employee’s hours for the pay period. If an employee’s hours look incorrect, click the employee’s name to jump directly to the timesheet and make any edits that are needed. When you’re finished, click Back to Payroll Summary in the top-right corner of the screen.
Payroll summary

Step 3: Finalize and export

When you are done reviewing your payroll, it’s time to get your payroll ready for processing.

  1. Under the pay period list in the top-left corner of the screen, click Finalize.
  2. Click Finalize to confirm that you want to finalize the pay period.Finalize Payroll confirmation
  3. Under the pay period list in the top-left corner of the screen, click Export.
  4. Choose a payroll export method.
    • If you want to export your payroll information to an Excel spreadsheet, click Excel (.xlsx).
    • If you’ve configured a payroll integration, click the name of the payroll processor to send the payroll export directly to the payroll processor. NOTE: Depending on the payroll integration, a spreadsheet may be generated that you import into your payroll processor. 
    • If you haven’t set up a payroll integration but would like to, click Setup a different payroll integration. Check out Integrating With a Payroll Processor for more information.
Changing A Finalized Pay Period

If you need to make changes to a finalized pay period for any reason, the account holder can click the Un-Finalize button at the left side menu.

Click Print to print the finalized payroll summary.

Updated on June 3, 2019

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