Lock Timesheet Periods
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You can choose to lock timesheet entries at the end of each period. That means, the timesheet period will be closed, and staffers can no longer enter time for a specified period.
There are several lock periods to choose from: bi-weekly, monthly, and quarterly. You can also choose to add a grace period. This will give your staffers a few more days to enter and submit time once the timesheet period closes.
This article will show you how to access and use the lock timesheet feature.
- Click Time/Expense...Timesheets from your navigation bar.
- Click the gear icon near the top right corner of your window.
- Check the box next to the phrase, Lock Each Timesheet Period.
Several options will populate. Let’s go through them, moving left to right.
Click on the red arrow under Lock Period and a short picklist will populate with these options: bi-weekly, monthly, quarterly.
You can choose to lock your timesheet submission by one of these options instead of a submission period (which is found near the top of your window).
You can choose to add a grace period. This will give your staffers a few more days to enter and submit time once the timesheet period closes. The number you enter will keep the timesheet period open for that number of days
Based on your grace period, time can’t be entered prior to the date that shows up in the box.
This date is automatically generated by BigTime, and you can’t update it manually. However, if you change the lock period selection from quarterly to monthly, for example, you’ll notice that the lock date changes.
4. Click Update Timesheet Format to save your changes.