End of Period Procedures

Most businesses follow the following steps to prepare employee hours for payroll processing and start a new payroll period.

Step 1: Review Employee Timecards
The Timecard Detail report allows you to quickly review the total hours for each employee, including the individual punch times. This is an easy way to check for missed punches and reasons for overtime. Click My Reports from the administration toolbar.

Step 2: Edit Employee Hours
You can add missed punch times or make corrections to timecards by clicking Entry Editor from the report preview toolbar. You can also add a new leave entry for holidays, personal time off, sick leave, or vacation. When you close the Entry Editor, the timecard will automatically recalculate the total hours.

Step 3: Process Payroll
You can export a specially formatted file of employee hours that can be imported into several popular payroll programs. If you’re not set up for payroll integration, it’s still easy to print a Timecard Summary report of employee hours for entering into your payroll system or calling in to your payroll processor. Click Export Payroll from the administration toolbar.

Step 4: Close Payroll Period
Once all hours for a payroll period have been entered, reviewed, and corrected, the payroll period should be closed. Closing the payroll period will automatically advance the current period starting and ending dates to the next payroll period based on your payroll settings. Click Close Period from the administration toolbar.