To create a penalty preset:
- In the left sidebar of Indigo, click Time and Attendance.
- In the Setup section, click Penalties.
- Click New Penalty in the left sidebar, and then name the penalty.
- Set conditions and rules; choose whether to assign to groups or shift presets; and choose if approval is needed.
- Click Save.
The penalty is automatically allocated to employees when the penalty’s conditions are met. Any shift that has been previously allocated, amended, or finalised for payroll calculations will not be affected by any new penalties created and assigned to an employee group or shift preset.
It is recommended to create penalties (and rewards) while creating shifts and before allocating shifts to your employees in your Scheduler.
To edit an existing penalty, after opening the Penalty Presets page, click Cancel in the top-right corner of the page, and then click on a penalty in the left sidebar.
Create dual conditions for penalties
You can create and/or conditions for penalties.
Create and/or conditions by clicking the + button and setting in the Conditions section.
Use AND to create penalties where two conditions must be met. Use OR to create penalties where one out of two conditions must be met.