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To Lock the payroll from further processing:

 

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It is possible to lock the system after certain functions have been performed, including:

 

Care should be taken to ensure that all processing has been finalized.  Locking the payroll will not allow further transactions to be processed in the period.

 

To lock a payroll manually:

•Go to the 'Utilities', then 'Lock Payroll' menu options

 

 

•A warning message displays, select 'Yes' to lock the system.

•Notice that a 'Locked Payroll' message then displays with an icon to indicate that the payroll is locked.

 

 

To automate the locking of a payroll:

•Go to the 'Setup', then 'Global Defaults' menu options

•Select the 'Security' tab

•Note that there are three options regarding the triggering of an automated locking of the system.  It can be set to occur when one or more of the following criteria are met:  1) After the Calculation Routine has been run a specified number of times, 2) After a Coinage Print, or 3) after an EDI Transfer.

•Once the trigger is sprung the system will automatically be locked

 

Unlocking the system

If further processing is required in the current period the payroll needs to be unlocked by the Administrator.  To do this:

•Go to the 'Utilities', then 'Unlock Payroll' menu options

 

 

•Enter an Administrator Name and Password:

 

•Press 'OK' to unlock the system.