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What is a Locked Period?

A Locked Period is a company-defined date range (e.g., April 1 – April 15) during which no changes or edits are allowed to ensure the accuracy of payroll calculations and reports.

Once a period is locked, the following modules become read-only and cannot be modified:

• Attendance

• Manual Attendance

• Overtime Requests

• Timesheet Reports

• Schedule

• Schedule (Beta)

• Hours (Beta)

• Payroll Items

• Leave

• Make Payments

This lock ensures data integrity for finalized payroll and related processes.

What Does This Feature Do?

This Period Locking feature allows companies to freeze data for specific date ranges to prevent any further changes or edits. It ensures the accuracy and consistency of critical HR and payroll-related information.

Once a period is locked, users cannot make changes to records like attendance, timesheets, payroll items, leave entries, or payments that fall within the locked dates. 

The feature supports different lock levels (Time & Attendance, Payroll, and Payment), giving administrators control over which sections to lock based on the organization’s workflow.

How to Implement This Feature?

1. Navigate to the Payroll Menu

• From the left-hand sidebar, click Payroll.
  
  

• Select the "Period Locked" tab to manage lockable payroll periods.

     2. Add a New Period

• Click the Add Period button.
  
  

• Define the new payroll period by setting the start and end dates.
  
  

• Click Save to store the period for future locking actions.

Notice : -

Lock Types and Their Effects

Lock T/A (Time & Attendance)

• Disables editing and deletion in:
  
  

• Attendance
  
  

• Manual Attendance
  
  

• Overtime Requests
  
  

• Timesheet Reports
  
  

• Schedule
  
  

• Schedule (Beta)
  
  

Lock Payroll

• Includes all restrictions under Lock T/A, plus:
  
  

• Hours (Beta)
  
  

• Payroll Items
  
  

• Leave
  
  

Lock Payment

• Most restrictive lock type.
  
  

• Disables all actions under Lock T/A and Lock Payroll, plus:
  
  

• Make Payments
  
  

3. Lock a Payroll Period

• After creating a period, click the Lock icon/button next to it.
  
  

• Only periods created in this section are eligible for locking.
  
  

• Once locked, associated data (attendance, hours, schedules, payroll, and payments) becomes read-only.
  
  

User Guidance Summary

• Edit Restrictions: Attendance and payroll data can only be edited if the associated date is not within a locked period.
  
  

• Scope of Locks: Locking can apply globally (to all employees)
  
  

• Automatic Enforcement: Fields are automatically disabled based on the lock status — no manual validation is needed.
  
  

• Data Protection: Locked periods prevent accidental or unauthorized changes to finalized records.
  
  

• Visual Indicators: Disabled fields or actions clearly show when data is locked and cannot be modified.
  
  

• Consistent Rules: Lock logic is uniformly enforced across the system once the period is set — ensuring reliable payroll integrity.