Payroll Closing, also known as Year-End Closing, is used to finalise payroll data for the year. This process is required before generating statutory reports such as CP8D and employees’ EA Forms, ensuring accurate year-end reporting and compliance with regulatory requirements. 

Note: Payroll Closing can only be performed when all payroll processes have been committed and all ad-hoc payroll items have been posted or removed. 

Steps to Perform Payroll Closing:

1. Go to Tools > Year-End Management.

2. Go to the Payroll Closing tab.

3. Click + New Payroll Closing.

4. Enter the Description (optional). 

5. At Ad-hoc Payroll Items (Not Posted):

1. Review unposted items.

2. Tick the items and click Delete.

3. Click Next.

6. At Payroll Process (Not Committed):

1. Review pending payroll processes.

2. Tick and click Commit or Delete, then click Yes to confirm.

3. Click Next.

7. Review all payroll details under Year End Summary.

8. Click the Export (xlsx) icon to download data if required.

9. Click Confirm And Save.

10. A confirmation message will appear: 

• Click Yes to review again

• Click No to proceed

11. Click Yes to finalise the payroll closing. 

12. Click the tick icon to commit and release EA Forms to employees via Employee Self Service (ESS). 

13. Click Yes to confirm.

Steps to Preview and Print EA Form:

1. After Payroll Closing, click EA Assistant. 

2. Review or manually edit the EA Form if necessary. 

3. Click Report and select Save & Preview or Preview.

4. Click the Print or Download icon to save the EA Form.