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Managing PR Pay Period Control

PR Pay Period Control opens and maintains pay periods for each PR Group frequency so timecards, leave, payroll process, and ledger update all share the same period boundaries.

Before you start​

  • PR Groups and their pay frequencies are set.
  • You know beginning/ending dates, whether the period spans two months, cutoff for expense accrual, and the limit month (especially near year end).
  • Frequency codes that must be active for Ded/Liab calculation this period are known.

Steps​

  1. Open PR Pay Period Control.
  2. Create a record for each pay period with beginning and ending dates that match the group frequency.
  3. If the pay period spans two months, check expensed and/or paid in more than one month and specify the first and second months.
  4. Set a cutoff date (often the last day of the month) so time cards for expense accrual are captured correctly.
  5. Set the limit month correctly, especially for year-end pay periods, so annual limit calculations use the right month.
  6. Match standard hours, days, and weeks to the pay period frequency (weekly, bi-weekly, and similar).
  7. On the payment sequence tab, add additional pay sequences when you need adjustments or bonuses separate from the regular sequence.
  8. Assign active frequency codes to each pay period so deductions and liabilities calculate. Missing active frequencies is a common reason employee-specific codes do not calculate.
  9. After the period is fully processed (timecards, payroll process, payments, AP update as required), close the pay period and run PR Ledger Update to final for each period before GL Month End Close.

Notes​

  • Open PR batches / pay periods block GL Month End Close. Close each pay period here, then run Ledger Update to final; do not delete real posted payroll to clear the blocker.
  • Limit month mistakes near year end distort annual Ded/Liab caps.
  • Related: Entering PR Timecards, Executing the PR Payroll Process, PR Ledger Update, PR Groups.
  • Honest partial: live Trimble Vista help was not browsable this run (JS/WAF on fetch; Task/computerUse unavailable to this executor). Depth expands the existing field checklist and adds the GL close gotcha from board Phase 3 GL notes. Re-pass from Trimble sidebar when Chrome browse is available.