A pay period for a specific pay group must usually be closed after being approved with the Pay Approve Checklist, part of the workforce management (WFM) features of Dayforce. However, if the pay group is configured to allow it, you can close WFM data from Payroll.
Before You Begin: To close WFM data in Payroll, ensure that the Close WFM Time Data On Payroll Lock checkbox is selected for this pay group (in the Payroll Properties tab of Pay Setup > Pay Group). See Configure Pay Group Payroll Properties in the Dayforce Implementation Guide.
Important: Pay periods are only marked WFM Approved if Dayforce is configured to use both the Payroll and the WFM features. If your organization isn’t using the WFM features, WFM data does not need to be approved and closed before you lock a pay run.
By closing the WFM associated with a specific pay group and pay period (a pay run), you are ensuring that no other WFM data is entered, edited, or deleted. This allows you to freeze the data so that you can do a final review of WFM data and then to lock the pay run. More information is available in Lock Pay Runs for Payroll.
In Payroll > Overview or Payroll > Pay Run Management, Dayforce displays a green WFM status and corresponding segment of the pay run status in the Status column as illustrated in the first pay run listed in the following screenshot of Payroll > Overview:
Close WFM Data from Payroll > Overview
- Go to Payroll > Overview.
- Select the checkbox for the appropriate pay run.
- Click Process Job, and then click Close WFM.
- In the Confirmation dialog box, click Proceed and wait for the process to complete.
Close WFM Data from Payroll > Pay Run Management
- Go to Payroll > Pay Run Management.
- Locate the pay run and click Load.
- Click Process Job, and then click Close WFM and wait for the process to complete.