Start fromthe Workforce platform.
- Select Workforce Management > Close Payroll Incidences from the main menu.
- Set the Date Range for the settlement periods you wish to open or close.
- Select the Action you wish to perform. In this case, Close Period.
- Select the Settlement Periods you want to close in the table.
You can use the text fields in the columns to enter specific information about the period and make it easier to locate it in the listing.
You can also group the information based on the column of your choice. Drag the column heading to the table header.
Noteyou can select several periods together (Press SHIFT) or non-consecutive (Press CTRL).
When you apply Close Period to a settlement period, a padlock will appear in the period's box indicating that no user can change the information it contains.
Noteto change this information, follow the same procedure, but select the Open Period Action. This way, you will be able to reopen the period and edit the data contained in the record.
