V2 - Lock & Unlock Work Records

If you have process payroll for the week/month, you can ensure no amendments are made to your employees work records by locking them. 

To do this, you'd need to first access the relevant screen by hovering over 'Toolbox' and then 'Lock/Unlock Records'.

Filters

When accessing the bulk editor, above the table of employees you'll have some filters to use to make bulk updating easier.

Tag

• This will allow you to filter the table of employees down to a specific tag which you have access to.

Start / End Date

• The 'Start/End' date range can be used when you're actioning bulk requests against work records, for example booking in an absence.

Locked / Unlocked

• This is where you can differentiate between locked and unlocked records.

Using the Lock/Unlock Feature

With your filters set, select the tick box for any relevant shift date that you want to lock, if not all by using the tick box on the top-left of the table (You may need to display more records to ensure that you are ticking them all).

Select 'Lock' and this will remove those entries from the table - You'll be able to see them by changing the 'Select Record' option to 'Locked'.

To double-check this has definitely locked the records by accessing 'Attendance and navigating to the date(s) you had the records locked for. 

It'll display a padlock icon against the shift code:

A locked record will grey out any amendable or selectable information within the work record, preventing any changes.

You can temporarily unlock an individual work record by double-clicking on the date to open the work record, from there, unticking the 'Locked' tick box just above the 'Real Clockings'. This will allow you to make amendments, to which you can the re-lock it by ticking the open and closing the record.