Finalise a payout cycle

Finalisation is the last high-impact control observed in the Perslace payout-cycle review workflow. Its locking, reopening, rollback, and payroll hand-off behaviour has not been verified.

Publication blocker: Do not use this draft as a production finalisation procedure. Never select Finalize Cycle in a live cycle for documentation or testing. Verify the complete lifecycle in a disposable synthetic cycle and obtain Product and Finance approval first.

Who can use this checklist

Primary Admins, Administrators, and authorised Finance users may prepare the readiness review. The exact finalisation role and any second-admin requirement remain unverified.

Prerequisites

Before finalisation is considered, confirm:

Source data is complete for the period and the final refresh is recorded
The correct schemes and assignments were effective
Every required employee review and approval is complete
Rejected, pending, disputed, or exceptional results have an authorised outcome
Earned commission, carry, adjustments, employee totals, and the cycle total reconcile
Required Finance validation is complete
Downstream payroll or export ownership is agreed
Lock, reopen, rollback, and correction behaviour has been tested

Complete the finalisation readiness review

Confirm the organisation, cycle, period, employee population, currency, and calculation version.
Compare source-data controls with the detailed commission and payout results.
Review every employee state and investigate any Pending, rejected, or inconsistent row.
Review all adjustments, comments, disputes, and variance findings with their evidence and approvals.
Confirm that no approved source, metric, scheme, assignment, or recalculation change is still outstanding.
Capture the final totals and required audit evidence without exposing personal or financial data unnecessarily.
Obtain the named Finance and workflow approvals required by the organisation.
Confirm who will perform and verify any external export, payroll sync, or payment activity.
Verify finalisation, locking, failure recovery, and reopening in a disposable synthetic cycle.
Stop here until those behaviours are confirmed. Do not select Finalize Cycle in a live cycle from this guide.

Expected result

The cycle is either confirmed not ready or has a complete, authorised readiness record for a future verified procedure. No live cycle has been finalised by following this draft.

Important notes

Warning: A recovery or reopen path for finalised cycles was not verified. Resolve calculation, adjustment, approval, and dispute issues before finalisation.

Finalize Cycle is the observed US-English UI label; this Help Centre uses finalise in explanatory text.
Finalising or marking a result Paid does not prove that Perslace transferred money.
Treat external payroll submission and funds movement as separate controlled activities until an enabled integration is tested and documented.

Troubleshooting

Finalize Cycle is unavailable

Check the authorised role, employee states, validation messages, unresolved adjustments or disputes, recalculation state, and Action Lock or other access controls. Do not bypass a control.

A total changes during the readiness review

Stop the process. Identify the changed input, preserve the previous baseline, determine whether recalculation is required, and repeat the reconciliation after approval.

A finalised cycle needs correction

Do not assume it can be reopened or edited. Preserve evidence and contact the authorised Finance owner and Perslace Support before making related changes.

Last updated: August 2026