The layout of Indigo Payroll
Get to know the basic menu setup of your Indigo Payroll system.
Marie Claire Saliba avatar
Written by Marie Claire Saliba
Updated over a week ago

Dashboard

The Dashboard is where you can find your Employee Portal, Indigo's self-service module for employees to apply for leave, store payslips and FS3s, and access company documents. More about the Employee Portal can be read here. Different tutorial videos on how to use the portal are found here.

Payroll

Main

The Main section is where most of your work in Indigo done.

  • Employees: This is where you can add employees and manage their profiles in the system. Employee profiles contain a number of data points (what we call support files") that help you run your HR and payroll duties.

  • Leave: Administrators can submit leave records into the system through this Leave module. Leave audit reports can be created here, too.

  • Payrolls: Your company's (or companies') payrolls are created and run here. The Payroll module allows you to adjust pay variables for employees, and you can issue direct credits, cheques, payroll reports, and FS5s from this module. This article on the payroll calculation process is a good place to start learning more about the Payroll module.

  • Settings: This is where you can configure your Indigo system's settings, both for Indigo Payroll and Indigo Attendance. The settings found here provide configurations and options for you to enable to help you use Indigo that best suits your needs.

Reporting

Indigo boasts several data-driven reports to help you make the best decisions for your business.

Employee Setup

This section is where you will find the aforementioned support files. It is in this section where you will go to configure data for employee profiles to assist you in your HR and payroll tasks. The more support files you use for your employees, the more capabilities you will have when creating employee, leave, and payroll reports.

Payroll Setup

The Payroll Setup section in Indigo Payroll is where you can configure your pay variables, including pay items, fringe benefits, tax profiles, bonuses, and more. The pay variables you configure here are available to be used when calculating payroll in the Payrolls page.

Leave

Leave types, leave entitlements, holidays, and leave write-off functionalities are found here in the Leave section of Indigo Payroll. Your Indigo system comes ready with standard leave types and entitlements granted to employees by law, but it is here where you can add leave types and entitlements that are particular to your company.

Utilities

Changes or actions you want to apply to multiple or all employees in your system, such as bestowing leave entitlements globally, for example, are accomplished through the functionalities found here in the Utilities section.

Calendar

The Calendar in Indigo Payroll is a system calendar where you can find important dates relevant to your employees, such as their work anniversaries, probation or contract expiries, and birthdays. You can create custom calendar reminders and events as well.

Administration

The Administration section is where you can configure settings and options for you and other users of your Indigo system, including creating user profiles for the Employee Portal. Permissions and access to different modules in Indigo are controlled from here, too. Importantly, you can manage and review your license and payment of Indigo and add new companies here.

Sidebar

The sidebar is your navigation guide to the five portals in Indigo, including Dashboards, Payroll, Calendar, Time and Attendance, and Administration. 

Did this answer your question?