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Pay Run report - third level approval with Pay Lock
Pay Run report - third level approval with Pay Lock

Lock, unlock timesheets, absences, jobs and expenses

Margot Seesmaa avatar
Written by Margot Seesmaa
Updated over a week ago

The Pay Run Report is available in the Professional and Premium plans.

PARiM's Pay Run report includes all the information needed to pay your employees based on the assigned shifts, jobs, and absences. The report is based on pay periods, that are defined with Pay Schedules that have been added to Employment Types. 

With the Pay Run report you have the possibility to lock/unlock timesheets, expenses, absences, and jobs when they are ready to be paid out. Any changes to already locked timesheets will be shown as a conflict in the report and corrective actions can be taken. 

Lock

  • Lock one specific timesheet, expense, absence, or job - please look up the value you want to lock by expanding the person´s row and then click on the 'Lock' icon. 

  • Lock all timesheets, expenses, absences, and jobs for one person - please look up the person and lock all the values by clicking on the 'Lock' icon on the person´s summary row. This action will lock all the values for one person with one click.

  • Lock all the data for all the people on the Pay Run using With Selected option- if you would like to lock all the Pay Run data, please please use the 'With Selected' functionality to mark all the data and use the' Lock' button the report header.

  • Lock all the timesheets, expenses, absences and jobs while you export the Pay Run report as a CSV file - please click on the 'Actions' button and choose from the drop-down menu 'Export CSV', then keep the default option 'Lock' as ON and choose whether you want your export file to have 'Grouped rows' or 'Single rows'

Unlock

  • Unlock one specific timesheet, expense, absence or job - the already locked value can be unlocked if you click on the green 'Lock' icon

  • Unlock all timesheets, expenses, absences, and jobs for one person - please look up the person and unlock all the values by clicking on the green 'Lock' icon on the person´s summary row.

  • Unlock all the data for all the people on the Pay Run using With Selected option- if you would like to lock all the Pay Run data, then please please use the 'With Selected' functionality to mark all the data and use 'Lock' button on the report header.

Good to know! Lock action history (date and by whom) is seen if hovered over the green lock icon and if an already locked timesheet, expense, absence, or job has been updated, then the 'Locked' is displayed in red. Read more from HERE.

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