In this article we will outline how to edit hours for timesheets that have already been approved and pulled into the payroll draft.
Locked Timesheets
When timesheets are approved and the payroll draft has been created, Eddy locks the payroll so that timesheets can no longer be edited by managers or employees (if they have been given permissions).
In the image below you can see that the worker's timesheet for the Jan 13 — Jan 19 pay period has been approved and is locked.
This is important because once a payroll draft has started, we don't want any unexpected timesheet changes entered into payroll.
Unlock payroll
A payroll admin can unlock a payroll to allow for edits. To unlock the payroll click the 3-dot menu on the payroll card and select the option to Unlock this payroll.
We'll ask you to confirm the unlock action.
Unlocked Timesheet
When the timesheet is unlocked, you'll see that the timesheet is no longer locked. Instead we show that the pay period is closed. And now that it is no longer in a locked state, you'll also see an option to Edit timesheet.
When you click the Edit timesheet button we'll ask you to confirm that you'd like to unapproved the timesheet before you make any edits.
After the timesheet is unapproved, you'll notice that you can add hours or edit any time blocks. The timesheet will have an option to approve the timesheet.
The pay period will also have an option to review and approve any changes to hours. Notice the pay period remains in its Draft state.
Lock the payroll
Once you've completed any edits to the payroll timesheets, you must Lock the payroll. This is done on the payroll card by clicking the 3-dot menu and selecting the option Lock this payroll.
If you don't lock the payroll, it remains open to edits by employees or managers who have permissions.
Re-import hours by deleting the existing payroll draft
The payroll draft you created will not automatically import the edited timesheets. You can either make the edits manually or you can trigger a new import by deleting the payroll draft.
To create a new import of any changes to timesheet data you must delete the payroll draft and create a new draft. Open the payroll run and click the Delete draft button in the bottom left corner.
