The period closure screen allows administrators to pre-book company closure periods, such as Christmas or a summer shutdown, and automatically deduct the relevant leave from staff entitlements.
You need to complete four steps to set up and enable a period closure. These must be completed in order to ensure your closure period works correctly.
To set up and manage a Period Closure in Workforce Management (WFM), watch the video of follow the steps below.
Create a period closure
On the WFM Admin Dashboard, click the Period Closure tab.
Click Add Period Closure.
Fill in the closure details for example, the name, dates and Pay Code.
Click OK.
Create a Criteria Group
On the WFM Admin Dashboard, click the Period Closure tab.
Expand the three-dot menu next to the relevant Period Closure.
Select Assign Criteria Groups, then click Manage Criteria Groups.
Click Add, then fill in the Name and Type, then click OK.
Select the required reference data from the left-hand menu.
Select the required values from the Available list.
Click the right arrow to move the criteria to the Assigned column.
Repeat steps 5 to 7 as required.
Assign a Criteria Group
On the WFM Admin Dashboard, click the Period Closure tab.
Expand the three-dot menu next to the relevant Period Closure.
Select Assign Criteria Groups, then click Manage Criteria Groups.
Click Assign New Group, then select the required Criteria Group.
Click OK, then repeat to assign additional groups.
Retrieve employees
On the WFM Admin Dashboard, click the Period Closure tab.
Expand the three-dot menu next to the relevant Period Closure.
Select Retrieve Employees, then review the list of employees.
Turn on the Exclude toggle to remove employees from the closure, if needed.
Click Assign.