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Set the payroll cutoff date

Control when salary, allowance, and pension changes from People Management are staged for payroll processing.

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Written by James Martin
Updated today

The payroll cutoff date lets you control the flow of salary, allowance, and pension changes transferring from PeopleXD People Management to PeopleXD Payroll.

When you set a cutoff date for a pay group, any changes entered in PeopleXD People Management after that date are automatically staged. You can then review these changes and decide which ones to process in the current payroll period.

πŸ“ŒNote: The payroll cutoff date does not prevent HR administrators from entering changes into PeopleXD People Management. It stages the changes and notifies HR administrators that the input has been staged. For more information, see the Payroll Cutoff Date user guide.


Set the payroll cutoff date

⚠️Important: When the payroll cutoff date is on or before the current calendar date, you can no longer make changes or remove it.

To set the payroll cutoff date, watch the video or follow the steps below:

  1. Click Manage Payroll then highlight the relevant pay group.

  2. Beside the relevant pay group, click the three-dot menu.

  3. Click Payroll Cutoff then to select a date, enter a date or click the calendar icon.

  4. Click OK then a confirmation message displays stating Pay Group Cutoff Set.

πŸ“ŒNote: The payroll cutoff date applies to the input date of the change, not the effective date.


View the payroll cutoff date

The payroll cutoff date displays in the Cutoff Date column on the Manage Payroll screen. To view this, follow the steps below.

  1. Click Manage Payroll then highlight the relevant pay group.

  2. Beside the relevant pay group, view the Cutoff Date column.

πŸ“ŒNote: When the current payroll period closes and all payroll tasks are complete, the payroll cutoff date is automatically removed.


Menu options required

To access the payroll cutoff date feature, add the following menu options to your menu profile.

Menu Option

System

  • INPUTS - STAGED CHANGES

CorePortal Pay

  • Get paygroup cutoff

  • Update paygroup cutoff

Webservice

Alternatively, assign the preconfigured CUTOFF_USER menu profile, which includes all required menu options.

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