A pay period for a specific pay group must usually be closed after being approved in Pay Approve Checklist, part of the workforce management (WFM) features of the application. However, if the pay group is configured to allow it, you can close WFM data from Payroll.
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. See Lock Pay Runs for Payroll.
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 doesn't need to be approved and closed before you lock a pay run.
Before You Begin: Select the Close WFM Time Data On Payroll Lock checkbox for the pay group (in the Payroll Properties tab of Pay Setup > Pay Group). See Configure Pay Group Payroll Properties in the Dayforce Implementation Guide.
To close WFM data in the Overview tab:
- Go to Payroll > Overview and select the checkbox for the appropriate pay run.
- Click Process Job > Close WFM.
- In the Confirmation dialog box, click Proceed.
- Wait for the process to complete.