Reference: Period Close Work Area
As your workers complete steps in the
Period Close
event business process, you can use the Period Close Work Area
report to manage your period, quarter, and year-end closes.Security:
Process: Period End
domain in the Common Financial Management functional area.You can access these tasks from the work area:
Task | Description |
|---|---|
Change Fiscal Period
| Workday automatically displays the latest period that has one or more closes.
Change the fiscal period as necessary. |
Find Period Closes
| Review details of the period close process. |
Period Close Metrics
| Analyze period close metrics and review the progress for the latest fiscal period with a close event. |
from the Period Close related actions menu. | Attach documents to the closed period.
Example:
The documents are then available on:
|
from the Period Close related actions menu. | Change the expected completion date of the period. |
Period Close Notification
| Notify workers regarding a period close that's in progress.
When you submit the notification, Workday launches the Period Close Notification event business process. Each close event can have only one active notification event. If a notification is in progress when you submit another one, Workday cancels the existing notification and launches a new notification event. If you included the Review Period Close action step, the business process creates a My Tasks notification for the worker. If the worker has appropriate security access, the notification includes:
|