The ‘Close Pay Period’ button finishes the employees calculations for the current week or month.
You need to close employees for the pay period before you can move onto the next one and also some information will not show on reports until the employee have been closed. You can close employees in a number of ways and you can also close employees individually or in bulk by division/department/location or by company.
Closing an individual Employee
The tick symbol next to the employee means the employee has been paid and closed for the period. The Pay Period that has been closed will be shown in brackets next to the employee’s name.
Here are the methods you can use to close a Pay Period.
1. You can right-click the employees' name down the left hand side and select ‘Close Pay Period’.
2. You can left-click to highlight the employees name down the left hand side and then go into ‘Employee’ > ‘Close Pay Period
3. You can left click to highlight the employees name down the left hand side and then click the shortcut button near the top of the payroll.
Closing a Company or a Division/Department Location
You can also ‘Close All’ employees within a company, a department/division/location or a selected employee:
- To ‘Close All’ employees within a company, right click the company name
- On the ‘Process Company’ screen, select the ‘Pay Frequency’ required
- Select the ‘Pay Period’ required
- To exclude on hold employees tick ‘Exclude On Hold’
- Make sure the ‘Action’ is set as ‘Close All’
- Click ‘Close All’
You can also ‘Pay All’ employees within a department/division/location by right clicking the ‘department/division/location name’ in the employee list on the software home-screen.
A little bit about us...
Qtac, a recognised payroll solutions provider in the UK, has been serving businesses for 30 years. Specializing in both payroll software and outsourced payroll services, Qtac caters to small businesses, large corporations, and payroll bureaux. Our software, recognised by HMRC, streamlines the payroll process, featuring RTI submissions, workplace pensions management, and a cloud-based portal for payslips and employee self-service. This software is supported by top-tier customer assistance, ensuring a smooth payroll experience.
Additionally, Qtac offers tailored ‘white-labelled’ outsourcing services. These services are particularly attractive to accountancy firms, as they save time, reduce stress, and mitigate payroll-related risks. By outsourcing to Qtac, companies can be confident in the knowledge that their payroll needs are being expertly managed.
Qtac's solutions are not just about functionality; they are about building long-lasting relationships with clients, offering them a combination of technology and expertise. Their commitment to adapting to client needs and providing reliable, efficient services has established Qtac as a trusted name in the payroll solutions sector in the UK. In essence, Qtac simplifies and enhances the payroll process for a diverse range of clients, ensuring compliance, efficiency, and customer satisfaction.
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