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For compensation owners

Review amounts before closing

Check the detail by employee and pay item before locking and exporting the period. This article is for managers acting within their team or management scope.

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.

Compare the summary and detail

Use the period views for different purposes:

  • Summary shows fixed, variable, and overall totals by employee;
  • Detail shows amounts separated by pay item;
  • Entry returns to editing while the status allows it.

Check unusual amounts, employees with no lines, duplicates, and differences between expected and calculated totals. Comparison by pay item helps identify the source of a discrepancy.

Export a locked period

When the period is locked, use Download Excel to save the file. Store the export in a location with restricted access and do not send it through unauthorised channels.

The export represents the period's locked state. If information needs correcting, do not edit the spreadsheet as though it updates Talento. Follow the appropriate internal process before creating or managing the next period.

Outcome

You can confirm the reviewed totals in the period and download the protected export once it is locked.

Common issues

If an option is missing, it may depend on your permissions, active modules, or company configuration. Ask an administrator to review that access; you do not need to repeat the task or choose an unsuitable alternative.