P/R Period-End, Quarter-End, and Year-End Processing Checklist Home | FAQs & Troubleshooting

 

Use the following checklist to perform period-end processing at the end of each pay period, quarter, and year.

Warning Backing up your data is an important part of your daily, weekly, quarterly, and period-end procedures. For more information, see System FAQs.

1. Set the Payroll accounting date to the quarter-ending date.
2. Back up the Payroll files onto a quarterly set of backup disks or tapes.
3. On the Payroll Period End menu, select Period End Processing.
4. Select the Print Period End Report check box, and select the reports that you want to print in the P/R Period End Reports window. (Reports appear only if they are entered in Period End Report Selection.
5. Complete period-end processing after all of the selected reports have been printed.

6. Back up the Payroll file using a separate set of disks or tapes from the set used to back up the system in step 2.