Month Lock Manager Process

Overview: Month Lock Manager Functionality in Staffing Application

The Month Lock Manager is used to lock or unlock payroll months in the application. Once a month is locked, no further changes can be made to payroll, attendance, or statutory data for that period 

• Prevents reprocessing of payroll ( additional amount process & Late payroll process ), reimbursements, and invoices after statutory compliance filing for the selected month. Late process will causes the non compliance for statutory
• Admin-level control required to follow the month on month client locking process.

Access & Permissions

• Only selected users with "Month Lock Manager" access in the user role template can able to perform the month lock process on month on month.
• Admin-level control required to lock and unlock the client from month lock manager

Setup Steps:

• Navigate to Settings → Company Setup → Search "Month Lock Manager"
• Select the month to be locked (e.g., February)
• Click "Select and Lock"
• Once locked, system locks all payroll, reimbursement, and invoice processing for that month/client.

Scope of Lock

• Applies to:
  • Payroll
  • Reimbursements
  • Invoicing
• Lock is client-specific (per client, per month)
• Any additional processing must be done for future months only

Purpose & Compliance Rationale

• Prevents mis-processing and non-compliance of payroll/reimbursement transactions after statutory filings are closed for the same month. 
• Stops duplicate or erroneous transactions from being run in the same month post-compliance
• Ensures data integrity aligned with statutory filing requirements

Unlocking Process

• In emergency cases, an admin user must manually unlock the specific client's locked month
• Only after unlocking will the system allow transactions to be processed again

•  Admin User: Ensure "Month Lock Manager" access is granted in the User Role Template for authorized users
•  Admin User: After statutory filings are completed, lock the relevant month for each client to prevent non-compliant reprocessing
•  Admin User: If emergency processing is needed for a locked month, unlock the specific client's month-lock before proceeding
•  Team: Communicate to all payroll/reimbursement processors that any additional transactions post-lock must be processed for future months only