To send attendance data to your payroll after making allocations to either your Daily or Target Attendance Exceptions:
In your Attendance Exceptions screen, select the tab you require: Daily Attendance Exceptions or Target Attendance Exceptions. (The process is the same for both.)
Select attendance dates.
In the top-right corner of the Attendance Exceptions screen, click Send to Payroll.
Select a payroll in the pop-up window.
Click Preview for the system to review all allocations and generate a Payroll Preview report which you can view in a separate window. You will receive a notification similar to the one below:
When you are ready to send the allocations to Indigo Payroll, click Send. The system will notify you once the allocations are successfully sent to payroll.
Note: Before clicking Send to Payroll, the payroll period must first be created in Indigo Payroll. All allocations made to the selected attendance record, including rewards and penalties, will be automatically sent for calculations to the selected payroll period.
The system will notify you if there are any errors after you click Send. Indigo provides you the option to print a report of these errors. You can then make the necessary adjustments, and repeat the send to payroll process.
Any payment irregularities resulting from unresolved attendance exceptions sent to the payroll can be manually adjusted while calculating the payroll.
Please note that once records have been sent to a payroll, the respective allocations in your Attendance Exceptions (for both Daily and Target Attendance Exceptions) and the respective dates in your Scheduler will be locked (for allocations sent via Daily Attendance Exceptions only), preventing you from making changes to allocated shifts. Locked shifts will be shown in both places with a padlock icon.
After sending records to Indigo Payroll, the clockings will be ticked in the Transferred column of the Clockings Data page. This means the clocking has been sent to a payroll period.
After sending attendance data to payroll, you can: