Why this feature is important
🔐 Prevents last-minute or accidental updates to critical records.
🧾 Ensures finalised timesheets, pay rates, and bill rates are locked for audit and payroll purposes.
✅ Provides accountability by enforcing a clear data freeze once weekly approvals are done.
🏢 Flexibility to lock/unlock for a specific company or for all companies, depending on what’s selected.
How it helps
If no company is selected, clicking Lock Timesheet applies to all companies for the selected week.
Selecting a specific company locks/unlocks only that company’s timesheet data.
Displays popups with clear messaging such as:
🟦 “Are you sure you want to lock the timesheets for all companies for the week ending with 13 Jul 2025?”
🟨 “Unlocking this week’s timesheet will impact unapproved/unlocked future weeks and overtime calculations.”
A lock icon 🔒 and message (“Timesheet is locked for this week”) will be shown on the page once locked.
How to lock or unlock a timesheet
Go to 🗂 Staffing Workspace → Timesheets.
Use the dropdown to 🔽 Select Company Legal Name (optional).
Set the week range using the 📅 calendar filter.
Click the ⋮ three-dot menu on the top-right.
Choose:
🔒 Lock Timesheet
🔓 Unlock Timesheet
A confirmation popup will appear — click Yes or No based on your intent.
⚠️ Note: The Lock Timesheet option is disabled for the current week to prevent premature locking.
Key Points to Remember
🧑💼 Only WA, Ops Admin, and Jombone Admin roles can perform lock/unlock actions.
🏢 No company selected → action applies to all companies.
🏷 Company selected → action applies only to that company.
✏️ When a week is locked:
All fields in Timesheet, Pay Rate, and Bill Rate become non-editable.
The interface will display a lock badge and contextual warning.
🔓 Unlocking a week:
Restores the ability to edit shifts, rates, and roster details.
May impact overtime calculations and future unapproved weeks if values are changed.
Quick Tips
✔️ Always review and finalise weekly timesheets before locking.
✔️ Use unlock sparingly to maintain audit integrity.
✔️ Locking helps freeze data before payroll generation — avoid leaving it unlocked by mistake.
✔️ Unlocking past weeks may affect billing/invoicing policies (e.g., biweekly, 3-week, or 4-week models).