Closing a cycle
Seal a finished pay period, run the compliance checks, and sync it out.
Closing a cycle is the last step of the period: it seals everyone's approved hours into a final record and hands them off to your accounting system. Because it locks the period, closing is an administrator action, and BadgeOut walks you through a short set of checks before it lets you finish.
Before you can close
A cycle closes only when its work is done. Every timesheet has to be Submitted and Approved first. Until then the Close Cycle button stays disabled, and hovering it explains why ("Cannot close cycle yet"). Clear the queue, chasing any stragglers with reminders and approving what's left, and the button opens up.
Walk through the close
From the cycle, select Close Cycle to start a three-step review.
- Compliance Verification. BadgeOut runs its checks: all timesheets submitted, all timesheets approved, and no missing or inconsistent entries. Each shows Passed or Failed, and you can't continue until the critical ones pass.
- Review Summary. Look over the period's totals one last time, then continue.
- Final Confirmation. Tick the attestations to confirm you've reviewed the submitted timesheets, then select Close Cycle Review.
What closing does
The cycle moves to Closed. The period's entries are sealed so the record can't drift, and BadgeOut syncs the approved hours to your connected accounting system, such as QuickBooks. While a cycle is wrapping up it can show as Closing, which locks entries so nothing changes underneath you as you finish.
If you need to change a closed period
A closed period is locked, but it isn't a dead end. An administrator can reopen a cycle to make a correction, then close it again to re-sync. If the accounting sync itself fails, BadgeOut tells you so you can retry rather than leaving the period in limbo.