Finalizing a Payroll or Absence Run

When you finalize a payroll or absence run, no further changes can be made. Only after you finalize a run can the calendars in a calendar group be picked up for retroactive processing in subsequent runs of other calendar groups.

You finalize an entire run at the end of a payroll cycle, after you've resolved all errors and made all adjustments. When you run the Finalize phase, the system:

  • Sets the calculation status of each payment to Finalize.

  • Deletes all warnings, error messages, element resolution chains, processed retroactive triggers, and iterative triggers, including unprocessed, iterative triggers. (Positive input, segmentation triggers, and unprocessed retroactive triggers are not deleted.)

  • Inserts a timestamp that you can view on the Calendar Group ID page.

  • Marks the calendar group ID as Finalized and deselects the Open indicator.

In this topic, we discuss how to finalize a payroll or absence process.

Important! The Finalize phase cannot be reversed.

To finalize a payroll or absence run:

  1. Ensure that the following requirements are met.

    The batch process aborts if any of the following conditions are not met. To see which conditions were not met, check the Log File.

    Requirement

    Where to Check

    No payments are in Error or Identified status.

    Processing Statistics pages for the calendar group ID.

    No payees are Suspended by User or Suspended by System.

    Processing Statistics pages for the calendar group ID.

    All streams have been calculated, if stream processing is activated for the calendar group.

    Processing Statistics pages. If you are unsure of the stream numbers, check the Stream Setup page.

    All process indicators are set to Normal.

    Payee Status page.

    Because the system deletes all iterative triggers, you may want to look at the Iterative Triggers - CalGrp ID page to see if there are unprocessed triggers that you need to address in a separate run.

    See Review Iterative Triggers Page.

  2. Access the Payroll/Absence Run Control page for the same run control ID and select the Finalize check box.

  3. Review the Processing Statistics - By Calendar Group page and make sure that the Finalized and Totals figures match.