Payroll Locks

This instruction explains how to set and delete the payroll, working hours entry and VAT locks. Locks are used if you do not want to make changes to payroll, working hours entries or monthly obligations from the lock month backward. The instruction goes through the effects of the locks on the payroll process and explains how to lock and open a month.

CONTENT

• Payroll lock
• Working hours entry lock
• VAT lock
  • Opening and locking the month
  • Lock the month
  • Open the month
• Frequently asked questions

Payroll lock

1. You can open the view or perform the function by selecting Pay > Settings > Payroll settings.
2. Set the payroll lock. This locks the creation of payslips in the payroll process for the locked period and backward, as well as the handling of already created payslips in the payroll process.
3. Note that the lock also locks working hours entry for the set period and backward.

Working hours entry lock

1. Set the working hours entry lock. This locks working hours entry from the working hours record for the locked period and backward.
2. Note that in working hours entry, the green plus sign from which the hour entry can be added is not displayed when the lock is activated.

3. Note that if you try to create a payslip for a locked period in the payroll process, the program will give the following notification:

4. Be aware that the side cost accrual cannot be created for the locked month. The program does not activate the menus intended for voucher creation if the lock is on.

5. For example, a payroll lock 1/2023 means that you can no longer create vouchers with a recording date of 31.1.2023 or earlier.
6. Open the lock by moving it further into the past or deleting it completely.

VAT lock

In addition to payroll, on the Bookkeeping side the VAT lock affects the creation and cancellation of vouchers.

1. You can open the view or perform the function by selecting Financial management > Bookkeeping > Financial statements > Financial period management > Locks.

2. Read more about bookkeeping locks and the VAT lock and lock bypass here: Financial period management.
3. Open the Vat lock completely, i.e. move the lock date to a time before the date of the voucher so that vouchers can be created for payroll. Note that a mere VAT lock bypass does not allow the creation of payroll vouchers.

Opening and locking the month

In monthly obligations, when the side cost accrual voucher has been created, you can select the function "Lock the month" or "Open the month".

1. You can open the view or perform the function by selecting Pay > Payroll > Obligations > click the month to be processed.

Lock the month

Select "Lock the month". This automatically sets the payroll lock for the month of monthly obligations processing in the payroll basic information and settings.

Open the month

Select "Open the month". This removes the payroll lock and the vouchers created in monthly obligations.

Frequently asked questions

How do I delete the payroll lock?

The payroll and working hours locks affect the payroll process, working hours entry and voucher creation. The lock should be used if you do not want to make changes to payroll, working hours entries or monthly obligations from the lock month backward. There are two types of payroll locks: the payroll lock and the working hours entry lock. Both of these are controlled in payroll settings under Pay > Settings > Payroll settings. The creation, editing and cancellation of payroll vouchers is also affected by the VAT lock.

What do the payroll and working hours entry locks affect?
They affect the payroll process and working hours entry. The lock prevents the creation and handling of payslips for the locked period and backward, and also locks working hours entry.

Can I create the side cost accrual for a locked month?
No, you cannot. The program does not activate the menus intended for voucher creation if the lock is on.

How do I open the payroll lock?
Move the lock further into the past or delete it completely in payroll settings. You can also open the month in monthly obligations, which removes the lock and the vouchers created.

Does the VAT lock prevent the creation of payroll vouchers?
Yes. The VAT lock must be completely opened by moving the lock date to a time before the date of the voucher. A mere VAT lock bypass is not sufficient.

Keywords: Payroll lock, working hours entry lock, VAT lock, opening the month, locking the month, Payroll, working hours entry, side cost accrual, Voucher

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