Monthly Attendance Lock and Admin Confirmation Flow
Lock monthly attendance data after review so it can be handed off to payroll, and handle post-lock corrections.
[What is monthly lock]
Locking finalizes attendance records for the month so payroll can be processed.
After locking, neither employees nor admins can edit punch records.
[Steps (admin)]
- 1.Attendance → Aggregation & Lock → Monthly Lock
- 2.Select month and department
- 3.Review errors (missing punches, unapproved requests) and resolve
- 4.When all clear, click Execute Lock
- 5.Confirm in the dialog
[Pre-lock checklist]
- Any employees with missing punches?
- Unapproved requests still pending (overtime, paid leave, etc.)?
- Overtime calculations correct?
- Compensatory days off taken for holiday work?
[Post-lock correction]
Unlock: Attendance → Aggregation & Lock → Select month → Unlock
After correcting, run the lock process again.
[Schedule reminders]
Admin Settings → Attendance → Lock Date Settings — set monthly auto-reminders.
⚠ Locked data feeds into payroll. Double-check carefully before locking.
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