Finalize a pay period

Finalizing a pay period is the last step before payroll. Once shifts are finalized, their start times, end times, and pay amounts are locked — no one can edit or delete them. This gives your finance team a clean, tamper-proof record.

Who can finalize shifts

Only admins and the workspace owner can finalize shifts. Agents can see whether their shifts are finalized but cannot change the status themselves.

Finalize individual shifts

1. Go to Time management → All shifts.
2. Filter to the period you're closing (e.g., previous month, date range).
3. Filter by Status: Pending to see only shifts that aren't locked yet.
4. Find the shift and click the Finalize toggle or checkbox in the Finalized column.

Bulk finalize a pay period

1. Go to Time management → All shifts.
2. Set the date range to cover the pay period (e.g., May 1 – May 31).
3. Filter by Status: Pending.
4. Select all visible shifts using the header checkbox.
5. In the bulk actions bar that appears, click Finalize selected.
6. Confirm.

All selected shifts are locked at once. The status column updates to show the lock icon for each shift.

After finalizing

• Shifts are locked — edit and delete controls are disabled.
• The Export CSV button at the top of the page now exports a clean set of finalized-only shifts for that period.
• The shift audit log records the finalization event with a timestamp and the admin's name.

Before you finalize — checklist

• All agents have clocked out — no active shifts running.

• Start and end times have been reviewed and corrected where needed.

• Manually added correction shifts (for missed clock-outs) have been created.

• CSV export matches your expected totals before locking.