Export as CSV
At the top of the timesheet, you can export the timesheet as a CSV file at any time. This is typically used when you’re ready to run payroll checks, share the file with accounting/payroll, or archive the period.
Click Export as CSV and the file will download with the business name and pay period in the filename.
Locking an employee timesheet (individual lock)
Inside the timesheet, each employee can be locked individually. This is useful if you finalise staff one-by-one as they’re checked.
To lock:
Expand the employee row.
Click Lock.
Once locked, that employee’s entries cannot be edited or deleted until they’re unlocked.
To unlock an employee:
Click Unlock on that employee.
Enter a reason for unlock and your password.
This requirement is intentional - it keeps your process accountable and ensures there’s a clear reason any time a timesheet is reopened.
Finalise & Lock (lock the full timesheet)
When you’re ready to close the pay period, use Finalise & Lock at the top of the timesheet. This locks all employee timesheets in that period and prevents further changes until it’s unlocked.
If a timesheet is fully locked, you’ll see an Unlock option at the top to reopen it.
Unlocking all timesheets also requires:
a reason for unlock
your password
Operational note (roster protection)
If a shift is attached to a timesheet, you may not be able to delete that shift on the roster until it’s removed from the timesheet. If you’re cleaning up roster mistakes late in a pay period, the safest workflow is:
adjust/remove the timesheet entry first (if appropriate)
then manage the roster shift
This keeps payroll and scheduling consistent, and prevents accidental removal of shifts that are already part of a payroll review.