Closing Timesheets and Pay Periods

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

• • • • Approved all punches.
        
        

      • Closed your Timesheet.
        ⚠️Timesheets can be closed by Managers assigned to that location, with permissions: Can manage time punches

      • Closed your Pay Period.
        ⚠️Pay Periods can only be closed by Admins
        
        
        
        
        

Approve all Punches

1. Login as a Manager/Assistant Manager.

2. Head to the Time Clocking tab at the top of the screen > select a Pay Period.

3. Sort your punches by Location, Department, Roles, and 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.

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

1. Login as an Admin.

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



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.

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:



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