How do I approve and lock a payroll run?

Sign off each pay week and keep a record of who approved what.

Plans:
ProfessionalBusiness
For:Admin

A payroll run is the record of one pay week: what was paid, who signed it off, and when. It lives in Payments → Runs, and it exists so you can answer "who approved this week's pay, and what exactly did they approve?" long after the week has passed.

The steps

A run moves forward one step at a time, and each step is stamped with your name and the time:

  1. Draft — created automatically as soon as anyone has hours for the week.
  2. Reviewed — you have looked over the figures.
  3. Approved — you are signing off the amounts. This is the important one: the figures are frozen here.
  4. Exported — you have downloaded the files for your payroll or accounting system.
  5. Released — payslips have gone out to staff.
  6. Locked — the week is closed.

What gets frozen when you approve

Open the What was approved panel on any run to see one line per person: their pay rate, hours, gross, adjustments and super, plus the pay rules in force at the time.

While a run is still Draft or Reviewed those figures keep up to date as hours change. The moment you approve, they are frozen — later edits to rates or rules do not rewrite what you signed off. That is the whole point of the record.

Things worth knowing

  • Runs are created for you. You do not need to start one — opening By Location for a week creates it.
  • Each button only records a step. In particular, Mark Payslips Released does not send payslips — you send those from the Export tab, then record it here.
  • A locked week can be reopened with Unlock if you need to correct something.
  • Runs created before this record existed will show no breakdown, and approved ones stay that way. Nothing is invented after the fact.