How to Manage the Pay Calendar

Generate your organization's pay period calendar, and move a period through Close → Finalize (and reopen it if needed).

Before you start

• Manage Timecards right.

Steps

Generate the calendar (first time only)

1. In the nav bar, click Human Resources → Attendance tab → Pay periods sub-tab.
2. Click Generate calendar.
3. Choose a Cadence (Weekly, Biweekly, Semi-monthly, or Monthly), a First period starts date, and How many periods to generate.
4. Click Generate. Regenerating later never reopens an already-closed period — existing periods keep their state and their frozen rules.

Move a period through its lifecycle

Only one period is ever "in progress" at a time — the next one stays hidden until its predecessor is finalized, so a team can't review this week while last week is still unreconciled.

1. On an Open period, click Close for review. This freezes the workweek, overtime, and break-rule versions the period was computed under — closing later, after a rule change, would otherwise silently re-slice past overtime.
2. Once the period is Pending approval / Pending attestation, click Finalize when everyone's timecards are settled. This reveals the next period.
3. To correct a mistake in an already-Finalized period (before it's been paid), click Reopen, give a reason, and confirm. Once a period has been exported and paid, it can no longer be reopened — a correction at that point goes out as a retro line instead.

What you'll see

Periods move Open → Pending approval → Finalized → Exported/Locked. A locked or exported period shows "Paid — corrections go out as retro lines" instead of a Reopen button, since the numbers have already gone to payroll.