How to lock a payroll period

Locking a payroll period prevents you or any other Schedule manager from making accidental changes to approved data.

Patrick Gruhn avatar
Written by Patrick Gruhn
Updated over a week ago

Once a payroll period has ended, you may want to prevent your data from accidental changes such as shift edits, shift type changes, or shift approvals. You can prevent changes by locking your payroll period.

Locking a payroll period can be done by going to Payroll > Lock date range for payroll

Choose the date range you want to prevent changes for and press Lock Period to confirm your action.

Preventing accidental locks and locking history

⚠️ It's essential to double-check the locking of the payroll period because you cannot unlock it later by yourself.

This will prevent any admin or Schedule manager from making changes to shifts in the past within the locked period. If you need to remove a payroll lock, you will need to contact our support team.

You will see a list of all active locks on your system, including the range of the locked period, when the lock was created, and who created the lock.

Effect of locking a payroll period on the Schedule

If you lock a payroll period, Schedule managers can see the days that have been locked on the schedule. A lock icon🔒will appear next to the date, letting them know that they cannot make any edits to the schedule for that day.

Need more help?

Please search for answers in the 🔍 Help Center or watch our ▶️ video tutorials.

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