(Un)locking a period

#description#

What?

To prevent other users or employees from performing actions in the past (e.g. requesting absences), the period can be blocked. Only users with the authorisation to change a blocked period are able to perform actions.

Blocking can be set for everyone, per employee or per employee group.

In myProtime it is not possible for anyone to process requests that relate to a blocked period. Even 
administrators or users with the authorisation to change a blocked period are not able to do this. 


A period can be unblocked by adjusting the closing date to occur in the past so that the period after this date is unblocked.

#summary#

How?

  1. Click on the  icon in the export module.
  2. Select the closing date.
  3. Select the employees for whom the period is being closed.
  4. Click on ‘Close period’.
  5. Click on 'Close'.

How? (detailed version)

  1. Click on the  icon in the export module.

    #info#

    The authorisation to lock periods can be activated in the UserManager under Rights for employees -> General -> Period closure allowed.

  2. Select the closing date.

    DATA6_-_2_ENG.png

    A period can be unlocked by setting the closing date further in the past.

  3. Select the employees for whom the period is being closed.
    Choose everyone, an employee group (if created) or the 'select' option to specify employees individually in the list.

    DATA6_-_3_ENG.png

  4. Click on ‘Close period’.
    In ProTime, you will find locks for the dates in the calendar to show that the period has been locked.

    DATA6_-_4_ENG.png

    Lock pictograms are displayed in myProtime and the days are greyed out.

  5. Click on 'Close'.

#info#

The authorisation to change locked periods can be activated in the UserManager under Rights for employees -> General -> Allowed to edit closed period

#warning#

In myProtime it is not possible for anyone to process requests that relate to a blocked period. Even administrators or users with the authorisation to change a blocked period are not able to do this. It is therefore important that these requests are processed first, before blocking the period.