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.