Closing Timesheets and Pay Periods

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Before you can close your Pay Period or run payroll, you'll need to ensure that you've:


Approve all Punches

1. Login as an Admin or a Manager/Assistant Manager with permissions.

2. Head to the Time Clocking in the left navigation bar > select a Pay Period : 

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⚠️Your Pay Period will appear as 'Open' until an Admin closes the Pay Period (even if all the Timesheets are closed by a Manager).

3. Sort your punches using the filters:


For multi-Location users, don't forget to use the dropdown menu to switch between Locations!

4. Review/edit/approve the punches or choose to bulk Approve All:

 


Close the Timesheet

Once all punches are approved, Managers can close the Timesheets for each Location.

 If you're an Admin, skip ahead to Closing the Pay Period.

1. Select the Location from the drop-down menu:



2. Click Close timesheet:



3.
If you have multiple Locations, repeat steps 1-2 for each one.


Close the Pay Period

Locking a pay period prevents any edits before it's payroll time! Click here to learn more .

1. Login as an Admin.

2. Head to the Time Clocking tab in the left navigation bar > select a Pay Period:

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3. Select All Locations in the Location drop-down menu:



2. Click Close all Timesheets:



3. Your Pay Period will now appear as Closed. However, it can be reopened at any time, if needed.

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Download your Timesheet

Once you've closed your timesheets/pay periods, you can immediately export the Worked Hours and Wages Report by selecting Export and choosing the format (Excel, or CSV) that you'd like to download:

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Learn more about Locking your Pay Period to prevent any edits before it's payroll time!

⚠️If you are using one of our available payroll integrations or exports, click here to find your provider and the next steps for processing payroll.
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