Reference: Period Close Work Area

Administrator Guide

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.
Period Close Manage Attachments from the Period Close related actions menu.	Attach documents to the closed period. Example: Attach completed balance sheet reconciliations for the accounting manager to review and sign off on. Attach final financial statements for the controller to review and approve. The documents are then available on: Close notifications. The View Period Close report.
Period Close Edit Period Close Details 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 an Inbox notification for the worker. If the worker has appropriate security access, the notification includes: Detailed period close information. Period close business process information. Process history.

Concept: Journal Statuses and Pending Transactions

Steps: Set Up Close Process