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Navigating Indigo | Main screen, menus, and modules explained

Marie Claire Saliba avatar
Written by Marie Claire Saliba
Updated over a week ago

Main Screen

This is the default screen that greets you when logging in on Indigo. It provides quick access to the many functions Indigo offers, depending on which modules you are licensed to use. The screen is split into different areas to facilitate navigation and the day-to-day use of the product.

Header Bar

Highlighted by the red box above, the Header Bar provides quick access to a number of options and functions as shown below:
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Search Bar

This allows you to search for Indigo files, including Support, Payroll, and Setup Files, as well as online help topics. You will not be able to search for employees here.

Scheduled Commands

The Scheduled Commands icon acts as a gateway to a dedicated process management screen. Clicking the stacked cylinder button opens a pop-up window providing a quick overview of pending commands, with a View all button that opens a detailed screen containing all the information needed to monitor scheduled processes effectively.

The dedicated screen features:

  • A comprehensive grid displaying key details.

  • Sectional views for pending, completed, and failed commands.

  • Filters and a refresh button for easy access to the latest data.

  • A date filter dropdown, allowing users to view data from the next two weeks up to the next year.

History

This provides access to visited pages, including the time each page was accessed to the nearest hour. This feature allows you to quickly go back to previously opened pages.

Notifications

This provides access to system notifications. The number of notifications is shown in the yellow digit on the bottom right of the icon.

Current Windows

This icon provides access to open Indigo windows. Use this button to quickly switch between open windows without having to close the current screen.

Help Menu

Click on the question mark icon highlighted in red to access a dropdown list of helpful features:

  1. Online Help takes you to the Indigo Help Centre where you can search a library of articles for detailed information on Indigo's many features.

  2. Indigo Training Videos is where you can register to access our video tutorials.

  3. Employee Portal Tutorials lists all our video tutorials for the Employee Portal in one place.

  4. Keyboard Shortcuts details all the keyboard shortcuts to help you use Indigo more efficiently.

  5. Ideas Portal takes you to the portal hosting all suggestions and ideas submitted via our Suggest Feature option. You can check the status of your suggestions and browse through and vote on others' ideas.

  6. Suggest Feature gives you the chance to send us your ideas and suggestions.

  7. Authorise Data Access lets you generate an access code to give our support staff should you need them to access your system.

  8. License shows your license information and lets you request a license quote.

Profile Photo

Clicking on your profile photo or avatar presents a drop-down menu with the option to view your profile or log out.

Indigo Logo and Sidebar

Click on the Indigo logo, shown above in the top highlight, to access your list of available modules, shown in the lower highlight box.

Company Dropdown

If your Indigo setup includes multiple companies, use the company drop-down menu to see your list of companies and select the company you wish to view.

Main Area

The main area displays the sections available per module, as well as any subsections within each one.

  • Dashboard: Main

  • HR: Main, Employee Setup, Reporting

  • Employee Directory (no subsections available)

  • Payroll & Leave: Main, Reporting, Payroll Setup, Leave, Utilities

  • Document Manager (no subsections available)

  • Attendance: Main, Setup, Reporting

  • Approval System (no subsections available)

  • Performance Management (no subsections available)

  • Hiring (no subsections available)

  • People Insights (no subsections available)

  • Benchmarks (no subsections available)

  • Administration: Main, Messaging, Reporting
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Footer Bar

Highlighted in red above, the footer bar provides the following informative features:

  • Chat

Ask our support team any questions you may have about using Indigo here.

  • Site Uptime

This lets you know Indigo's availability over the past month.

  • Task Overview

Clicking the globe icon opens the Task Overview pop-up showing the number of In Progress and Completed tasks. You may notice the icon lights up when Indigo processes something, with the Task Overview opening to show you the task lists while you wait for Indigo to finish processing your task.

  • Update Version

Indigo's latest update version is shown in this bottom right corner of the screen. As Indigo is cloud-based, updates are automatic so users do not need to activate anything.

Related Articles:

The Layout of Indigo Payroll

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