Period Lock Configuration

How to configure the locking of timesheets with a delay, allowing you to stop changes from being made once the timesheet is older than the desired period.

Configuring Period Lock

  1. Navigate to the 'Settings' page.
  2. Select 'time' in the subsection menu.
  3. Locate 'Period Lock' and toggle this on.
  4. Select the 'Locking Frequency', this determines how often a period will lock.
  5. Set the 'Locking Date & Time' The date will lock backwards based on the frequency, and the time sets when during each day the locking should take place.

Example Configuration

Weekly locking at 12:00pm, 1 week behind payroll.

If the end date of our pay period was on a monday (weekly payroll), we might match the payroll by doing 'Weekly' Locking Frequency. We would then set the 'Locking Date & Time' to one week behind today's date.

Result: On the 4/3rd (Monday 1 Week Later) the previous week locks.