Summary

When you close a Roster period, PayGlobal writes it as a permanent record in the History database, and you will be unable to edit it.

Definitions

PayGlobal flags the daily column headers to reflect the current state of the roster, for example Wed 3/4 (r).

• An upper case R - indicates a Closed roster
• A lower case r - indicates an Open roster
• An upper case F - indicates a Future roster

Procedure

If Confirm Rosters is enabled in Company Settings, you may confirm the roster before closing. This is not compulsory.

1. Navigate to Rostering | Close Roster in the PayGlobal Tree.
2. Double-click the Close Roster command to view the Open Pay Sequences window.
3. Tag the check box for the processed Roster period to close. Click OK.
4. The Roster Accumulator Periods dialog box is displayed. Check the accumulators are correct, and if necessary amend accumulators to ensure that the roster sequence is being updated to the correct period. Click OK.
5. You are prompted to Backup Data Files. It is recommended that a backup is taken before closing any sequences. Click Yes.
6. Once the backup is completed, PayGlobal will commence closing the period.
7. View the audit log to confirm the Roster Closing procedures were successful.
8. Click the Pay Status icon to confirm the status of your roster periods. The Roster you have just closed, should appear on the RS Seq tab page with the icon beside it.

Database speed issues

See Database Maintenance Plan