Results: Go to Payroll tab

Express has the option to calculate current and one future period ahead, however, the payroll file will only be produced when in the current period. So for example, if you would like to calculate February period results and export the Payroll file, the results are not finalized until you close out the January Period and re-run calculations in February.

To close a period you will need to go Results > Go to Payroll. This pay will list out three sections. All data is based on the XCPayoutResults object.

Section A: Check List

Admins can review what steps in calculations have yet to complete.

Admins can also add their own tasks to check off before they close a period. To add a new task click "Add More Items" > Type in a short description of the task > click the floppy disk icon in the upper right corner to save.

Section B: Close Period

This will close out the current period. All processes in section A will need to be completed and noted as "Done" in order to close a period. Click here to find out how To reopen a period.

Section C: Export Payroll File

At any time, when a period is open, you can go to section C and export the Payroll file. The fields are pre-set and cannot be adjusted. To customize the Payroll file further, review the XCPayoutResults report.

To add in the Employee Number:


1. Go to Salesforce > Setup > Manage Users
2. Users > select the user you would like to update
3. In the User's Detail page, search for "Employee Number" and enter in the details needed > click Save

4. Re-run calculations in order to have the number appear on the Payroll file.
5. 

Additionally, Admins can pull the Payroll files from past, closed periods, by clicking on "Export" to the left of section A: