Indigo Attendance
Attendance articles live here
By Marie and 3 others4 authors118 articles
Major Indigo Attendance Articles
Critical Indigo Attendance guides
- Adding your employees to AttendanceBefore using Indigo’s Scheduler, Clocking Data, and Attendance reporting features, your employees need to be enabled in Attendance
- Setting up Target AttendanceHow to set up Target Attendance Profiles to use Target Attendance
- How to use Target Attendance ProfilesUsing Target Attendance Profiles
- Daily AttendanceSetting up and Using Daily Attendance Profiles
- [Administrators] View, add, edit and remove Clocking RemarksManage your employees' remarks for a comprehensive clocking data experience
- Scheduler and Clocking WidgetsUse the Employee Portal to view your scheduled shifts, clock in and out, and leave clocking remarks
Attendance Setup
Setting up Indigo Attendance
- [Administrators] Assign Clocking widget permissions to Employee Portal usersConfigure the Permission Sets for the Clocking widget in the Employee Portal, and enable Clocking Remarks
- Allow other Indigo Attendance users to mark Attendance Exceptions as resolvedYou can allow fellow Indigo Attendance administrators or users to mark attendance exceptions as resolved.
- How Tolerances Work for Shift PresetsLearn what tolerances for Attendance Shift Presets do and how they affect attendance exceptions and clocking records in your system.
- Creating a new Shift PresetHow to create a new shift in Indigo Attendance
- Shift Presets - TimingsA detailed description of different types of Timings found in Shift Presets
- Location-based Clocking Validation and Notification System
Rewards and Penalties
All about Rewards and Penalties in Indigo Attendance
- Allocate rewards and penalties manually for single shifts in your Scheduler
- How to assign multiple rewards or penalties to a shift in the Shift Preset pageYou can assign multiple rewards or penalties to a shift at one time by editing existing shift presets
- How to assign rewards or penalties to employee groups or shift presetsLearn how to set rewards or penalties to certain occupations, cost centres, or organisations; employee groups; or shift presets
- How to Create a Penalty PresetSet penalty presets to automatically deduct time, leave balance or allowance from employees when certain conditions are met
- How to Create a Reward PresetSet reward presets to automatically allocate time, leave balance or allowance to employees when certain conditions are met
- Understanding Different Conditions for Penalty PresetsLearn the different conditions for penalty presets that can trigger automatic allocations
- Understanding different conditions for reward presetsLearn how to set the appropriate conditions to automatically allocate allowances or leave balances for your employees
- Understanding different rules for penalty presetsLearn the different allocation rules for penalties to be applied for absences, late arrivals, or early departures
- Understanding Different Rules for Reward PresetsLearn the different allocation rules for rewards so that your employees can receive extra pay or leave
- Unscheduled work reward and penalty presetsYou can configure rewards and penalties to automatically allocate to unscheduled attendances in your system.
Creating and managing your schedule
Guides about using Indigo's Scheduler
- How to use the Scheduler in AttendanceBecome familiar with the layout of the Scheduler page before creating your company's workweek schedules
- Adjusting Custom Schedule Values for a Shift in your SchedulerYou can make quick changes to a shift's hourly rate, its cost centre, occupation and location in the Scheduler
- Allocating multiple shifts in the same day for an employeeCreating double shifts for employees is done by inserting a second shift underneath the first shift
- Introduction to Schedule PublishingFind out about the Schedule Publishing feature and how to switch it on
- How to use Schedule PublishingLearn how to publish and unpublish shifts in the Scheduler using the Schedule Publishing feature
- Block Scheduler to avoid shift changesLearn how to block dates on your Scheduler to prevent shifts from being modified prior to allocating attendance exceptions
- Control who can see employees' hourly pay in the SchedulerYou can allow certain Indigo Attendance users to see the hourly basic pay of employees in the Scheduler
- Copy, cut, paste or replace individual shifts in your SchedulerLearn how to make quick adjustments to your company's workweek schedule by editing individual shifts
- Differentiating salary and hourly paid employees in your SchedulerIndigo makes it easy to see which of your employees in your Scheduler are hourly paid
- How to Assign Shifts in your SchedulerBuild your company's workweek schedule by adding shifts in Indigo's Attendance Scheduler
- How to autogenerate attendance based on the SchedulerGenerating correct attendance via the Scheduler Attendance Calculation without importing or creating clockings
- How to print a scheduleLearn how to print your schedule in Indigo Attendance and how to include options to show analysed hours, cost centres, and occupations
- Importing schedule records to your SchedulerYou can allocate shifts in your Scheduler via Excel spreadsheet imports
- How do I import approved leave data into the Scheduler?Avoid creating understaffed rosters or schedule conflicts by importing approved leave data into your Scheduler.
- Making detailed adjustments to an individual shiftMake complete changes to a particular shift, such as attendance tolerances, rewards and penalties, and more, in your Scheduler
- Making quick edits and adding remarks to an individual shiftLearn how to make one-off changes to a shift's hours, cost centre, and attendance and break times without affecting the shift preset
- Resolving issues in your SchedulerYou will be notified of scheduling conflicts which can be fixed in your Scheduler
- Using occupation ranking to organise your SchedulerSort your Scheduler by order of high- to low-level occupations, or vice-versa, with the occupation ranking option
- Access a Shift's Attendance Exceptions within the Scheduler
Scheduler costings and shift values
Learn about Scheduler costs and shift values
- Assigning Budgeting permissions to other usersIndigo admins can allow other users to enable cost centre budgeting and calculations in the Scheduler.
- Calculating costs in your schedulerIndigo Attendance calculates the values of allocated shifts to inform you of labour costs in your schedule.
- Creating a cost centre budget for your SchedulerThe budgeting feature allows you to create cost centre budgeting parameters based on hours or costs
- Enabling costings in your schedulerTo be able to see costings of shifts in your scheduler, you first need to enable the costings settings in Indigo Attendance
- Generating a costs detailed reportLearn how to run a report that breaks down the total amount hours and costs per cost centre rostered in your Scheduler.
- Generating a labour planning reportYou can generate a report which details the amount of scheduled hours per department or employee
- Scheduler budgeting in AttendanceThe budgeting feature in Indigo helps you allocate shifts per cost centre within predetermined costs and hours
- Showing cost values of an individual shiftAfter calculating costs in the scheduler, you can see detailed values for each allocated shift.
- Cap Costs in Your SchedulerExclude hours planned and worked beyond your work schedule profile from costs calculation
Attendance Exceptions and Allocations
Articles about shift exceptions and allocations
- Adding multiple allocations to an attendance exception in AttendanceLearn how to apply multiple allocations to an attendance exception
- Deleting Attendance ExceptionsLearn how to delete attendance exceptions which do not require specific allocations
- Different allocation types for absencesLearn how to apply a variety of allocation types for an absence
- Different allocation types for excess timeLearn how to apply a variety of allocation types for an absence
- Exceptions tags glossaryExceptions tags indicate the kind of attendance exceptions found in your clocking data. Learn what each of them mean in this article
- Generating an allocation return reportCreate attendance allocation reports to be used for reviewing and approving absence penalties and overtime rewards internally
- How to allocate absences in AttendanceLearn how to set allocations for an employee who was absent, late, or missed time
- How to allocate excess time in AttendanceLearn how to set allocations for an employee who clocked out beyond the end of their assigned shift
- How do I approve Attendance Exceptions Allocations?Approval of Attendance Exceptions Allocations
- How to Generate an Allocations ReportAn allocations report shows all allocated punches in your system in one report.
- How to recalculate allocations in AttendanceIf your clocking system is synced with Attendance, using the recalculate allocation option will update new attendance exceptions
- Intermediate punches in AttendanceIndigo can create automatic punches for employees who do not clock out and in for back-to-back shifts allocated to them in the Scheduler
- Process Attendance Exceptions in BatchesHow to reallocate, delete, and correct Daily Attendance Exceptions in Bulk
- Sending attendance data to Indigo PayrollAfter making allocations to attendance exceptions, you can send attendance data to Indigo Payroll for payroll calculations
- The Attendance Exceptions screen in AttendanceGet to know the layout of the Attendance Exceptions screen where you can resolve attendance issues before sending attendance data to Payroll
- The Attendance Reconciliation reportThis report lets you reconcile employee attendance for a particular period based on the allocations made in your system.
- The layout of the Attendance Allocation windows in AttendanceGet to know where to review and resolve attendance exceptions in Attendance
- Reminder Emails for Pending Allocation RequestsConfigure pending allocation request reminder emails in Indigo Attendance to notify employees and approvers, reducing approval delays and streamlining allocation workflows
- Allow Approved Historical Overtime to be Included in the Next PayrollConfigure Indigo to allow approved historical allocations to be sent to payroll after their original posting period, ensuring late approvals are included in the next payroll run
- Automatically Reject Overdue Allocation RequestsConfigure a setting in Indigo to start automatically declining overdue pending allocation requests in Attendance, enforcing approval policies that help prevent allocation backlogs and maintain workflow relevance
Device Manager
Read about Indigo's Clocking Device Manager feature
- Introduction to Device ManagerLearn about Indigo's Device Manager
- Import and Configure Employees to Device ManagerLearn all about adding employees to Device Manager, assigning them to Work Zones, and recording their Biometrics
- Customise your devices through Device ManagerLearn how to update your clocking devices' wallpaper and screensavers with your company logos
- Using SpeedFace V3L, V4L, V5L or Pro Face X DevicesLearn how to use the SpeedFace V3L, V4L, V5L or Pro Face X devices for clocking in and out and recording biometrics
- Using the SilkBio-101TC and UA150Learn how to interact with your SilkBio-101TC and UA150 devices
- Using the G3 Pro DeviceLearn how to interact with your G3 Pro clocking device
- Using the MultiBio and UFace 402 DevicesLearn how to interact with your MultiBio and UFace 402 devices
- How to set up an Administrator in Device ManagerFully set up an Admin user on your devices to control access and enable employees to register their biometrics
- Permissions for Device ManagerLearn which permissions are needed to work your magic đź”® in Device Manager
- My Devices in Device ManagerAdd and configure your devices in your tenant
- Using the Horus H1 DeviceLearn how to interact with your Horus H1 device when using Indigo's Device Manager.
- Device Activity in Device ManagerCheck and process your devices' activities in bulk via Device Activity
- My Users in Device ManagerGive access to your Devices and Work Zones to your employees and allow them to start their day with a ⏰ clock-in.
- Work Zones in Device ManagerLink your devices according to the area or facility they're installed in, to have them synchronised and ready for action.
- Work Zones: Possible Uses in Device ManagerLet's dig a bit more into how you can organise your devices' activities and accesses using the Work Zones in Device Manager.
- Device Manager ReportsUse Device Manager Reports as a secret weapon for spotting issues, take care of security, and being updated on any device modifications
Clocking data and clocking reports
All reports related to clocking
- All about the Clocking Map ViewFind out everything you need to know about the Clocking Map View feature in Attendance
- All about the Presence Feature
- Time Tracking by ProjectKeep track of how much time is worked on a project by using Indigo's time tracking features
- How does Indigo allocate missing punches?Why did the missing punch get allocated to the previous day rather than the day the missing punch occurred?
- How to add new clocking records for an employeeYou can insert omitted or new clocking records into your clocking data without having to import new files
- How to import new clocking dataUpdate your Scheduler and attendance records by manually importing clocking data from your company’s clocking device
- How to manually adjust clocking data for an employeeLearn how to adjust or delete clocking data for an employee in the Allocations window
- How to Reprocess Night ShiftsLearn how to reprocess clocking data to properly register your scheduled night shift presets
- How to set up a new clocking deviceLearn how to add and configure a new clocking device to your Indigo system
- How to use the Clocking Data page in AttendanceUnderstand the layout of the Clocking Data screen, where you can import and analyse your company’s day-to-day clocking records
- How to view and amend clocking issues in your clocking dataYou can see when employee’s missed time during a shift, or make corrections to clocking records in the Clockings Data page
- About Geo-TaggingGeo-Tagging is a self-service feature for automated cost centre, project and location tagging of clock-ins and -outs based on GPS positioning. Comes equipped with Geo-Fencing, for out-of-zone clocking prevention