Site Locks
This guide explains the Site Locks screen for end-hirer (client) users. It covers how the feature currently works and what changes with the refreshed version.
| The update is a visual and UX improvement only—all locking rules and functionality remain unchanged. |
Overview
The Site Locks screen lets an end-hirer lock a site’s shifts once all timesheets have been submitted by the supplier and approved by the client. Locking a site finalizes shift data for invoicing and reporting.
Before a site can be locked:
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All shifts must be submitted by the supplier.
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All shifts must be approved by you the end-hirer.
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All shifts must have start and stop times entered — sites with unapproved shifts or missing times cannot be locked.
Current experience (Classic UI)
This is how the Site Locks screen works today.
Step-by-step: locking a site
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Navigate to the Site locks screen through the Finance tab.
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You can filter the Site locks screen on the left hand side. Sites with unapproved shifts or shifts missing start/stop times cannot be locked.The shifts will need to be approved and start/stop times entered in order to lock a site.
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Once all shifts are approved, the site is Ready to lock.
| Once a site is locked you have 15 minutes to make any immediate changes, after that the site is locked permanently and any other changes should be a historic adjustment. |
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Once a site has been locked, you can download the site lock report and adjustment report.
| Once a site is locked, you have 15 minutes to make any immediate changes. After that, the site is locked permanently and any further changes must go through a historic adjustment. |
New experience (Refreshed UI)
Step-by-step: Locking a Site (New Screen)
The steps themselves are the same as today — only the look and feel of the screen changes:
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Navigate to the Site Locks screen through the Finance tab (same navigation path).
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Use the filter panel to narrow down the list of sites (restyled, same functionality).
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Review the site list — sites still show as not ready if shifts are unapproved or missing start/stop times.
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Approve any outstanding shifts and enter missing start/stop times as needed.
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Once all shifts are approved, the site is marked Ready to lock.
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Select the site and lock it.
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After locking the site, click the 3 dots menu next to the Unlock button to download the Site Lock Report and Adjustment Report.
| The 15-minute post-lock change window and the requirement to use historic adjustments after that period remain unchanged in the new screen. Additionally, a timer is now visible once the site is locked. |
Old vs. New: Quick Comparison
Area |
Current Experience (Classic UI) |
New Experience (Refreshed UI) |
Screen access |
Finance tab → Site Locks |
Same navigation path — Finance tab → Site Locks (unchanged) |
Locking logic |
A site can only be locked once all shifts are approved and have start/stop times entered |
Unchanged — same lock eligibility rules apply |
Filtering sites |
Filter panel on the left-hand side of the screen |
Same filtering capability, restyled to align with Beeline’s current design and accessibility standards |
Visual design |
Legacy JoinedUp table/list styling |
Modernized layout, updated typography, spacing and colour palette consistent with Beeline brand guidelines |
Grace period after locking |
15 minutes to make immediate changes after a site is locked |
Unchanged — same 15-minute grace period |
Reports |
Download Site Lock Report and Adjustment Report after locking |
Same reports available, unchanged download flow |
Underlying functionality |
N/A |
No functional changes — this is a visual/UX uplift only. |
| You can still access the old UI by clicking the Switch to Old UI button found on the lower left part of the screen. |
