Approve and lock pay periods

WHEN TO APPROVE

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After you have:

- Reviewed all employee hours for the period

- Fixed missing clock-outs and exceptions

- Resolved employee correction requests

…approve the period to lock it for payroll.

APPROVE A PERIOD

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1. Open Timesheets.

2. Select the correct period type and date range.

3. Confirm hours look correct for all employees.

4. Click Approve & lock on the pay period banner.

The banner shows that the period is approved and locked, including who approved and when.

UNLOCK A PERIOD

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If you need to make changes after approval:

1. On the same Timesheets view, click Unlock.

2. Edit punches as needed.

3. Re-approve when finished.

WHAT LOCKING PREVENTS

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While locked:

- Punches cannot be added, edited, or deleted

- Employees cannot get corrections applied without unlocking

Exports and reports can still read locked data.

TIPS

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- Match your approval workflow to your payroll schedule (weekly, bi-weekly, etc.).

- Use the same period type setting consistently so dates align with payroll.

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- Review and edit timesheets

- Run hours reports and export payroll

Approve and Lock Pay Periods