How_do_I_close_a_pay_period_2023.05_

How do I close a pay period? (2023.05)

Run Close Pay Period to set up dates for the next pay period and future pay period. Review the calendar to identify holidays that may affect pay period ending dates or check issue dates. You can use the Close Pay Period routine to change the pay period ending date or check issue date.

Closing a pay period prevents users from accidentally entering transactions into a past pay period. 

 

Closing a pay period

1. Open Connect Payroll > Organization > Close Pay Period.

2. Click GO (CTRL+G).

The pay period is closed.

 

Options

Check issue date

The check issue date is the date the check was issued.

Do you want to use the default date as the check issue date?  

  • Yes, I want to use the default date as the check issue date. Continue to the next step.

  • No, I want to use a different date as the check issue date. Click the Calendar button to choose a different date.

 

Pay period begin/end date

The pay period begin date is the first date assigned to the pay period. While the pay period end date is the last day in the pay period.

Example: This example shows the current, next, and future pay periods for April through May 2012.

 

What is the starting date for the future pay period?

Use the Pay Period Begin Date, in the Future Pay Period section, to enter the starting date.

What is the finishing date for the future pay period?

Use the Pay Period End Date, in the Future Pay Period section, to enter the ending date.

 

Period number

A period is a portion of time, usually equal to a calendar month. The period number is the numerical digit that is assigned to a period. Use the field titled Period Number to enter the period number for the future pay period.

 

Warning message

A warning message displays when the new check issue date falls on a weekend.

Do you want to change the check issue date to the next business day?

  • Yes, change the check issue date to the next business day. Click OK to continue. Then, use the Check Issue Date field, in the Future Pay Period,  to enter a different check issue date.

  • No, keep the new check issue date. Click OK to continue. Now, run the routine as usual.

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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