Articles about: Payroll closing

How to lock and sign the timesheet for closing

O travamento da folha de ponto é uma etapa essencial para garantir a segurança, a integridade e a confiabilidade dos registros de jornada dos colaboradores. Ao realizar esse processo, você impede alterações posteriores nos dados já validados, assegurando que as informações consolidadas reflitam com precisão a jornada esperada e estejam prontas para o fechamento.
Além de evitar ajustes indevidos em períodos anteriores, o travamento contribui diretamente para a consistência das informações utilizadas em rotinas internas e integrações, promovendo mais controle e transparência na gestão do ponto.

Currently, the Pontotel system allows for two locking formats: unilateral, performed by the manager or HR, and bilateral, in which the employee initiates the process and electronically signs their own timesheet, confirming acceptance of the recorded information before finalization. This model strengthens employee participation and increases data reliability.

⚠️ Warning: Before starting the locking process, it is essential to ensure that there are no inconsistencies in the timesheet, as pending issues may prevent the process from being completed. To perform mass corrections, please refer to this article: How to verify and correct timesheets centrally (Verify Timesheets).

See below how to lock the timesheet in the system.

How to access the mass lockout tool

In the top menu, click on Sheet and select the Sheet Locking.

Fill in the search filters :

Select the workplace(, employee(s), or employer(s).
Define the period you wish to freeze by selecting the corresponding month and year.
Click Search to load the corresponding sheets.

Sheet Locking Types

Before proceeding, it is important to understand the types of sheet binding available, as each has a specific process to be followed.

Unilateral Locking

Nesse modelo, o travamento da folha é realizado exclusivamente por um dos lados, seja gestor ou RH. Assim que a ação é concluída por um usuário com permissão, a folha é automaticamente considerada travada.
Trata-se de uma alternativa mais ágil, porém com menor rastreabilidade no processo de conferência por parte dos colaboradores.

Procedure for performing unilateral locking

To lock the payroll for all employees at once, in the "unlocked" category, click the yellow "lock unilaterally" button to lock the payrolls without requiring prior action from the employees.

The system will display an order processing notification in the alerts (bell icon in the main menu).

After the process is completed, a report will be generated showing:

Sheets successfully locked.
Unlocked sheets and the reason for not locking them (e.g., inconsistent days that still need to be corrected).

To lock a single employee's sheet, locate their name in the list and select it. Then, click the blue "lock unilaterally" button.

💡 Tip: When performing a one-way lock, the user receives an email with the request status. If necessary, it is possible to block the sending of this report to users or profiles. See this article to learn how to perform this procedure.

Bilateral Locking

No travamento bilateral, o processo de fechamento da folha envolve duas etapas, garantindo uma validação mais completa e transparente. Nesse modelo, uma parte inicia o travamento da folha de ponto, realizando a conferência dos registros e a assinatura eletrônica, que formaliza o aceite das informações.
Após essa etapa, outra parte realiza a validação final, concluindo o travamento. Dessa forma, a folha só é efetivamente travada após a conferência e confirmação de ambas as partes, aumentando a segurança, a rastreabilidade e a confiabilidade dos dados.

Suggested flows for bilateral locking

The system allows for different conference flows in bilateral locking. See practical examples:

Flow 1: The employee initiates the lockout and the manager confirms.
Flow 2: The employee initiates the lockout and HR confirms.
Flow 3: The manager initiates the lockout and the employee confirms.
Flow 4: The manager initiates the lockout and HR confirms.

Esses fluxos podem ser escolhidos conforme a rotina da sua empresa, garantindo flexibilidade no processo e promovendo mais segurança para a equipe.
Na folha e no espelho de ponto do colaborador, além do status do travamento, também é exibido o nome dos usuários que iniciaram e confirmaram as ações, bem como as respectivas datas.

Procedure for performing bilateral locking

The first party (usually the employee) accesses the timesheet. In the corresponding section, they request the timesheet to be locked and signed. See this article for instructions on how to perform this procedure.

After the first phase is complete, the timesheet will display a half-closed padlock icon in the "status" column, indicating that the locking process has begun.

The second part accesses the timesheet or the Timesheet Lock screen (timesheet > timesheet lock), selects the corresponding timesheet, and clicks confirm lock to finalize the process. Once the timesheet is confirmed, it will move to the "locked" category.

⚠️ Warning: If the second party does not agree with the locking initiated by the first party, simply select the "reject" option. The sheet will remain unlocked and will be directed to the "rejected" category.

🚨 Important: After locking, no changes can be made to the timesheet for that period. If adjustments are necessary, manual unlocking will be required before any editing. To learn how to do this, see the article: How to unlock one or more locked timesheets.

Locking as a digital signature

The act of locking the timesheet can be understood as a form of digital signature, formalizing that the information has been checked and validated for the closing of the timesheet.

No caso do travamento bilateral, a validação ocorre por ambas as partes, geralmente o gestor ou RH e o colaborador. Isso significa que, ao realizar o travamento com seu próprio acesso, o colaborador confirma sua ciência e concordância com os dados registrados, caracterizando uma assinatura eletrônica sobre a sua jornada. É possível inclusive anexar um certificado de assinatura eletrônica ao espelho de ponto.
Para entender melhor, consulte este artigo com as principais mudanças relacionadas ao travamento bilateral.

If necessary, the system also allows exporting the locked sheet as a PDF for external review or archiving. See this article to learn how to export the R01 report.

Sheet locking is an essential step to ensure that records are ready for timesheet closing. For more information, please consult our tutorials on the Support website.

If you still have questions or need assistance, contact our Support team via the chat integrated into the Pontotel Gestão website or via WhatsApp!

Updated on: May 22, 2026

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