Finalise a pay run

Finalise

1. Open the run on Payroll. Its status must be In review.
2. Select Finalise. A window asks Finalise the month pay run? and lists what will be locked.
3. If the month has not ended yet, tick I understand that the days after today are locked too. Those days are paid as computed today, and nobody can punch in, apply for leave or change attendance on them.
4. Select Finalise the run.

The status becomes Finalised. If attendance changed after the run was computed, finalising is refused: select Compute again, then finalise.

What finalising changes

• Attendance, leave and fines in the period are locked for the staff in the run. The attendance page shows the days as Locked by payroll, and changes to them are refused.
• Salaries used by the run are marked Used by a finalised pay run.
• Payslips get their numbers. Staff see them only after you publish them.
• Staff on hold are not paid by this run, and their pay is not carried to a later run.

There is no way to reopen a finalised run, and X does not work out arrears or recoveries for a closed month. If you find a mistake later, put it right in a later month with a one-time earning or deduction. See Add one-time earnings and deductions.

After you finalise

1. Publish the payslips so staff can see them.
2. Pay your staff yourself, then record the payments.
3. If you pay by bank transfer, download the bank advice.