The month is over and you are about to pay people. Finalizing a shift freezes its start time, end time, pay rate and comments, so the figure you paid from cannot quietly change afterwards.
Who can do it
Anyone who can open Team → Shifts → All Shifts — that is the All Shifts right, plus owners and administrators, who have it automatically. It is not restricted to administrators, so if you do not want an agent finalizing their own hours, do not give them that right. Agents can see whether their shifts are finalized on My Shifts, but there is no control there for changing it.
Finalize one shift
- Go to Team → Shifts → All Shifts.
- Set the date range to the period you are closing.
- Find the shift and switch on the toggle in its Finalized column.
The toggle is greyed out while a shift has no end time, so an open shift cannot be locked by mistake — close it first.
Finalize a whole period at once
- Go to Team → Shifts → All Shifts and set the date range to the pay period.
- Set the Finalized filter to No so you only see what is still open.
- Tick the rows you want, or use the checkbox in the header to take all of them.
- Choose Finalize selected from the bulk actions and confirm.
Yaplet locks the ones that were not already locked and tells you how many it changed. Anything already finalized is left alone.
What the lock does
- Start time, end time, pay rate and comments become read-only on both All Shifts and My Shifts.
- Every finalization is written to the shift's history with the person who did it and the time — see Audit shift edits.
What the lock does not do
- It is reversible. Switching Finalized back off unlocks the shift again. That is useful for a genuine correction, and it is also why the lock is a control rather than a guarantee.
- It does not prevent deletion. The trash icon still works on a finalized shift and takes its history with it. Agree with your team that closed periods are not to be touched, because the product will not enforce it.
Before you finalize — checklist
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Nobody is still clocked in — no shift in the period is showing a running timer instead of a duration.
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Filter Edited: Yes and review every shift whose times somebody changed.
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Missed clock-ins have been added with Add shift, and mistakes deleted.
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The totals on Team → Shifts → Reports match what you expect to pay.
What's next
To read the totals you are locking, see Read agent time reports.