Create a company period

Create a company period#

For: Manager | Admin You’ll need: Nothing.

You’ll create a new company period with a name, type, and date range. New periods are open until you start them — see Start a company period.

Open the form#

  1. Go to Company → Periods in the left sidebar.

  2. Click ‚Add new period‘ in the top-right.

Fill in the form#

  1. Enter a ‚Name‘ (e.g. „2026“).

  2. Open the ‚Period type‘ dropdown and pick one (Calendar, Rolling, Fiscal).

  3. Pick a ‚Start date‘ and ‚End date‘.

  4. Click ‚Save‘.

The period is created with status ‚Open‘.

Verify it worked#

The period appears at Company → Periods with an ‚Open‘ badge.