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Prepare and close payroll periods

Collect fixed and variable pay items, review totals, and close each period with an audit trail. This article is for people who configure or administer this feature.

Contents

Before you start

Talento provides two complementary processes:

  • payroll periods collect fixed and variable amounts by office, month, and year, support review, and create a working export;
  • payroll document import separates PDFs from a ZIP file, identifies each employee, and saves the document to their record.

One process does not automatically create the other. Closing a period does not distribute payslips, and importing PDFs does not complete the period's amounts.

Information

Both processes require administrative access. Pay information is confidential: check the scope, codes, and notifications before sending or downloading files.

Create a payroll period

Open Payroll periods, select New period, and choose the office, month, and year. Only one period can exist for the same office, year, and month.

When it is created, Talento adds the active fixed pay items for active employees in that office who have an active contract. Variable pay items are added later within the period.

Tip

Review the office, contracts, and pay items before creating the period. Correcting this data first prevents an incomplete draft.

Complete fixed and variable pay items

In the entry tab, review each employee and their lines:

  • confirm fixed pay items copied from the contract;
  • add variable items that apply to the period;
  • enter or correct amounts while the period remains editable.

Available variable pay items belong to the same legal entity and must be configured with variable frequency. If an item is missing, correct its configuration instead of substituting another with a different meaning.

Submit and lock the period

The current workflow has three operational states:

  1. Draft, for entering and correcting data.
  2. Submitted, for final review; adjustments are still allowed.
  3. Locked, once an administrator approves the period and no further edits are allowed.

Submit the period only when it is complete. After approval and locking, lines can no longer be changed and the export becomes available.

Warning

Closing is a control decision, not a way to test the page. Compare totals and resolve issues before approving the period.

Outcome

The period will show its current workflow state; once locked, its lines are protected and its export is available.

Common issues

If an option is missing, check the active module, specific permission, and record scope. If the configuration is correct and the problem continues, retain the displayed message and contact support.