All Collections
Payroll and Taxes
Payroll Setup
How to Create a Scheduled Task to Auto-Close Payroll
How to Create a Scheduled Task to Auto-Close Payroll

Did you know there's a way to auto-close your payroll?

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

If you've been going to the Time Card and manually changing dates to get to the correct pay cycle, you can create a scheduled task that triggers at the close of each payroll period.

This automatically updates your timesheets so that they open on the current pay period.

How to create a scheduled task to auto-close payroll

  1. Log in to Fingercheck as an Administrator.

  2. Select System > Scheduled Tasks.

  3. Click Add.

  4. Complete the following fields:

    • Code: An abbreviated name for the status.

    • Description: A short descriptive name. Together, the Code and Description fields make up the full name as displayed in other areas of Fingercheck.

    • (Optional) Last Execution Time: Select the date you plan on running the task for the first time. If you plan on testing your scheduled task right after you create it, enter today's date. (In step 10, you would click Execute and go to the Time Card to make sure that the most current pay period is displayed.)

    • (Optional) Next Execution: Select the date for the next time the task should be run.

    • (Optional) Run Task As User: Select the administrator that the task should run as.

    • (Optional) Employee Filter: Select the user filter that determines which employee time cards the task is run for.

      The execution times you selected above tell the task when to execute. After the next execution time, the payroll will auto-close according to how you set in the task actions and task triggers (see below).

  5. Add a task action.

    1. Click Add in the Task Actions section.

    2. From the Job Action drop-down list, select AUCP - Automatic Close Payroll.

    3. Leave the Sequence field empty.

    4. In the DaysFromCheckDate field, enter the days after the check date that you want to lock payroll and move to the next pay period. The default is 0.

    5. Click Apply.

  6. Add a task trigger.

    1. Click Add in the Task Trigger section.

    2. In the Start Date field, enter today's date.

    3. In the End Date field, enter a date far into the future (such as 1/1/2099) so that the trigger continues to run.

    4. In the Time field, enter the hour that you want the task to be triggered.

    5. From the Trigger Type drop-down list, select how often the task should trigger.
      Options are Daily, Weekly, and Monthly.
      We recommend that you set it Daily and select the days you want it to run.

    6. Click Apply.

  7. Click Execute to run the task now, or click Save to have the task run at the scheduled time.

Thank you for using Fingercheck. If you have any questions on this article's topic, you can reach out to our team at 1-800-610-9501, or use the chat option below.

Did this answer your question?