How to lock a payroll period

We have implemented a new locking mechanism for the Roster Confirm Staff Payroll, Weekly Reports, and Pre-Payroll Report. This ensures the integrity of work hours and leave data.

Summary: Two new permissions, Manage Lock Pre-Payroll and Manage Unlock Pre-Payroll, have been introduced. These permissions will allow managers to lock or unlock specific periods. When a period is locked, no changes—such as adding or approving timecards, shifts, or leave—can be made for that period. Any modifications require the period to be unlocked first.

Option 1: Through Confirm Staff Payroll

• Go to Roster > Confirm Staff Payroll.
• Choose the desired roster period and click Lock.
• In the pop-up window, click Confirm.
• A blue banner will then appear, indicating that "This period is locked." 
• If you need to unlock the period, simply click Unlock.

Option 2: Through Pre-Payroll Report

• Go to Manager > Reports > Employee > Pre-Payroll Report.
• Choose the desired roster period and click Lock.
• In the pop-up window, click Confirm.
• A blue banner will then appear, indicating that "This period is locked." 
• If you need to unlock the period, simply click Unlock.

Option 3: Through Weekly Report

• Go to Manager > Reports > Time > Weekly Report.
• Choose the desired roster period and click Lock.
• In the pop-up window, click Confirm.
• A blue banner will then appear, indicating that "This period is locked." 
• If you need to unlock the period, simply click Unlock.