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Shireburn Indigo Attendance
Time and Attendance Articles
87 articles in this collection
Written by
Jake Ellis
and
Marie Claire Saliba
How to use Target Attendance Profiles
Using Target Attendance Profiles
Written by
Marie Claire Saliba
Updated over a week ago
Setting up Target Attendance
How to set up Target Attendance Profiles to use Target Attendance
Written by
Marie Claire Saliba
Updated over a week ago
Main
Adding your employees to Time & Attendance
Before using Indigo’s Scheduler, Clocking Data, and Attendance reporting features, your employees need to be enabled in Time & Attendance
Written by
Marie Claire Saliba
Updated over a week ago
Scheduler and Clocking Widgets
Use the Employee Portal to view your scheduled shifts, and clock in and out
Written by
Marie Claire Saliba
Updated over a week ago
Daily Attendance
Setting up and Using Daily Attendance Profiles
Written by
Marie Claire Saliba
Updated over a week ago
Setup
[Administrators] Assign Clocking widget permissions to Employee Portal users
Configure the Permission Sets for the Clocking widget in the Employee Portal
Written by
Marie Claire Saliba
Updated over a week ago
Allow other Indigo Attendance users to mark attendance exceptions as resolved
You can allow fellow Indigo Attendance administrators or users to mark attendance exceptions as resolved.
Written by
Marie Claire Saliba
Updated over a week ago
Creating dynamic break rules with attendance profiles
You can set up dynamic break times for employees in your system with the attendance profile and break rules support files.
Written by
Marie Claire Saliba
Updated over a week ago
How tolerances work for shift presets
Learn what tolerances for attendance shift presets do and how they affect your attendance exceptions and clocking records in your system.
Written by
Marie Claire Saliba
Updated over a week ago
Shift Presets
How to create Shift Presets in Attendance
Written by
Marie Claire Saliba
Updated over a week ago
Shift Presets - Create a new Shift
How to create a new shift in T&A
Written by
Jake Ellis
Updated over a week ago
Shift Presets - Timings
In detailed description of different types of Timings
Written by
Jake Ellis
Updated over a week ago
Creating and managing your schedule
Adjusting custom schedule values for a shift in your Scheduler
You can make quick changes to a shift's hourly rate, its cost centre and occupation in the Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
Allocating multiple shifts in the same day for an employee
Creating double shifts for employees is done by inserting a second shift underneath the first shift
Written by
Marie Claire Saliba
Updated over a week ago
Allocating shift patterns in your Scheduler
Learn how to allocate your created shift patterns in your Scheduler, or how to quickly create new shift patterns from the Scheduler.
Written by
Marie Claire Saliba
Updated over a week ago
Block schedule to prevent shift modifications prior to attendance exceptions allocations
Learn how to block dates on your Scheduler to prevent shifts from being modified prior to allocating attendance exceptions
Written by
Marie Claire Saliba
Updated over a week ago
Control which Indigo users can see employees' hourly pay in the Scheduler
You can permit certain Indigo Time & Attendance users to see the hourly basic pay of employees in the Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
Copy and paste, cut and paste, or replace individual shifts in your Scheduler
Learn how to make quick adjustments to your company's workweek schedule by editing individual shifts
Written by
Marie Claire Saliba
Updated over a week ago
Differentiating salary and hourly paid employees in your Scheduler
Indigo makes it easy to see which of your employees in your Scheduler are hourly paid
Written by
Marie Claire Saliba
Updated over a week ago
Employee schedule reports
This report lets you export your Scheduler data to a spreadsheet while letting you sort and group employee by different categories.
Written by
Marie Claire Saliba
Updated over a week ago
Ending a shift pattern for an employee
Learn how to end a shift pattern for an employee at any point in the year in your Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
Generating a daily manning report
A daily manning report gives an overview of staff availability and breaks at 15-minute intervals
Written by
Marie Claire Saliba
Updated over a week ago
Generating a late arrival and early departure report
Learn how to run a report on late arrivals and early departures in your company's attendance records
Written by
Marie Claire Saliba
Updated over a week ago
Generating a scheduled hours report
Learn how to generate a detailed report about the scheduled work hours from allocated shifts in your scheduler
Written by
Marie Claire Saliba
Updated over a week ago
Generating a scheduled hours validation report
You can generate a report which compares employees' work schedule profile versus their scheduled hours
Written by
Marie Claire Saliba
Updated over a week ago
How do I import approved leave data into the Scheduler?
Avoid creating understaffed rosters or schedule conflicts by importing approved leave data in your Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
How to assign shifts in your Scheduler
Build your company's workweek schedule by adding shifts in Indigo's Time & Attendance Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
How to generate a scheduler export report
Written by
Marie Claire Saliba
Updated over a week ago
How to print a schedule
Learn how to print your schedule in Indigo Attendance and how to include options to show analysed hours, cost centres, and occupations
Written by
Marie Claire Saliba
Updated over a week ago
How to use the Scheduler in Attendance
Become familiar with the layout of the Scheduler page before creating your company's workweek schedules
Written by
Marie Claire Saliba
Updated this week
Importing schedule records to your Scheduler
You can allocate shifts in your Scheduler via Excel spreadsheet imports
Written by
Marie Claire Saliba
Updated over a week ago
Making detailed adjustments for an individual shift
Make complete changes to a particular shift, such as attendance tolerances, rewards and penalties, and more, in your Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
Making quick edits and adding remarks to an individual shift
Learn how to make one-off changes to a shift's hours, cost centre, and attendance and break times without affecting the shift preset
Written by
Marie Claire Saliba
Updated over a week ago
Resolving issues in your Scheduler
You will be notified of scheduling conflicts which can be fixed in your Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
Schedule an existing shift pattern for another employee
Assign an existing shift pattern to another employee in your Scheduler by typing in the first letters of the shifts
Written by
Marie Claire Saliba
Updated over a week ago
Scheduled hours analysis
Maximize your available scheduling hours by using the breakdown of employees' basic hours, leave hours, and overtime in the Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
The daily scheduler report
The daily scheduler report lets you create a report on all allocated shifts for selected days from your Scheduler.
Written by
Marie Claire Saliba
Updated over a week ago
The Shift Patterns screen and creating shift patterns
Build sets of diverse attendance patterns to use in your Scheduler.
Written by
Marie Claire Saliba
Updated over a week ago
Using occupation ranking to organise your Scheduler
Sort your Scheduler by order of high- to low-level occupations, or vice-versa, with the occupation ranking option
Written by
Marie Claire Saliba
Updated over a week ago
Scheduler costings and shift values
Assigning Budgeting permissions to other users
As an Indigo administrator, you can allow other users to create cost centre budgets and view budgeting calculations in the Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
Calculating costs in your scheduler
Indigo Attendance calculates the values of allocated shifts to inform you of labour costs in your schedule.
Written by
Marie Claire Saliba
Updated over a week ago
Creating a cost centre budget for your Scheduler
The budgeting feature allows you to create cost centre budgeting parameters based on hours or costs
Written by
Marie Claire Saliba
Updated over a week ago
Enabling costings in your scheduler
To be able to see costings of shifts in your scheduler, you first need to enable the costings settings in Indigo Attendance
Written by
Marie Claire Saliba
Updated over a week ago
Generating a costs detailed report
Learn how to run a report that breaks down the total amount hours and costs per cost centre rostered in your Scheduler.
Written by
Marie Claire Saliba
Updated over a week ago
Scheduler budgeting in Time & Attendance; enabling the feature
The budgeting feature in Indigo helps you allocate shifts per cost centre within predetermined costs and hours
Written by
Marie Claire Saliba
Updated over a week ago
Showing cost values of an individual shift
After calculating costs in the scheduler, you can see detailed values for each allocated shift.
Written by
Marie Claire Saliba
Updated over a week ago
Attendance Exceptions and Allocations
Deleting attendance exceptions
Learn how to delete attendance exceptions which do not require specific allocations
Written by
Marie Claire Saliba
Updated over a week ago
Different allocation types for absences
Learn how to apply a variety of allocation types for an absence
Written by
Marie Claire Saliba
Updated over a week ago
Different allocation types for excess time
Learn how to apply a variety of allocation types for an absence
Written by
Marie Claire Saliba
Updated over a week ago
Exceptions tags glossary
Exceptions tags indicate the kind of attendance exceptions found in your clocking data. Learn what each of them mean in this article
Written by
Marie Claire Saliba
Updated over a week ago
Generating an allocation return report
Create attendance allocation reports to be used for reviewing and approving absence penalties and overtime rewards internally
Written by
Marie Claire Saliba
Updated over a week ago
How do I approve Attendance Exceptions Allocations?
Approval of Attendance Exceptions Allocations
Written by
Marie Claire Saliba
Updated over a week ago
How to allocate absences in Time & Attendance
Learn how to set allocations for an employee who was absent, late, or missed time
Written by
Marie Claire Saliba
Updated over a week ago
How to allocate excess time in Time & Attendance
Learn how to set allocations for an employee who clocked out beyond the end of their assigned shift
Written by
Marie Claire Saliba
Updated over a week ago
How to generate an allocations report
An allocation report shows all allocated punches in your system in one report.
Written by
Marie Claire Saliba
Updated over a week ago
How to recalculate allocations in Time & Attendance
If your clocking system is synced with Time & Attendance, using the recalculate allocation option will update new attendance exceptions
Written by
Marie Claire Saliba
Updated over a week ago
Intermediate punches in Time & Attendance
Indigo can create automatic punches for employees who do not clock out and in for back-to-back shifts allocated to them in the Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
Adding multiple allocations to an attendance exception in Attendance
Learn how to apply multiple allocations to an attendance exception
Written by
Marie Claire Saliba
Updated over a week ago
Sending attendance data to Indigo Payroll
After making allocations to attendance exceptions, you can send attendance data to Indigo Payroll for payroll calculations
Written by
Marie Claire Saliba
Updated over a week ago
The Attendance Exceptions screen in Attendance
Get to know the layout of the Attendance Exceptions screen where you can resolve attendance issues before sending attendance data to Payroll
Written by
Marie Claire Saliba
Updated over a week ago
The attendance reconciliation report
This report lets you reconcile employee attendance for a particular period based on the allocations made in your system.
Written by
Marie Claire Saliba
Updated over a week ago
The layout of the Attendance Allocation windows in Attendance
Get to know where to review and resolve attendance exceptions in Attendance
Written by
Marie Claire Saliba
Updated over a week ago
Clocking data and clocking reports
Allocating shifts in your Scheduler using Proximity
Learn how to allocate shifts in your Scheduler by Proximity.
Written by
Marie Claire Saliba
Updated over a week ago
Configuring shift presets for Proximity
It is recommended to assign shift presets to employee groups when allowing Indigo to auto-allocate shifts in your Scheduler by proximity
Written by
Marie Claire Saliba
Updated over a week ago
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?
Written by
Marie Claire Saliba
Updated over a week ago
How to add new clocking records for an employee
You can insert omitted or new clocking records into your clocking data without having to import new files
Written by
Marie Claire Saliba
Updated over a week ago
How to generate punches detail reports
Create daily or weekly clocking in and out reports from your clockings data and save them as PDFs, Excel spreadsheets, or send in an e-mail
Written by
Marie Claire Saliba
Updated over a week ago
How to generate punches exceptions reports
Learn how to make reports on punches exceptions, which documents the date and reason of an attendance exception
Written by
Marie Claire Saliba
Updated over a week ago
How to generate punches summary reports
Summary reports showing the total clockings of your employees can be exported as PDF or Excel files for download or sent by e-mail
Written by
Marie Claire Saliba
Updated over a week ago
How to import new clocking data
Update your Scheduler and attendance records by manually importing clocking data from your company’s clocking device
Written by
Marie Claire Saliba
Updated over a week ago
How to manually adjust clocking data for an employee
Learn how to adjust or delete clocking data for an employee in the Allocations window
Written by
Marie Claire Saliba
Updated over a week ago
How to reprocess night shifts
Learn how to reprocess clocking data to properly register your scheduled night shift presets
Written by
Marie Claire Saliba
Updated over a week ago
How to set up a new clocking device
Learn how to add and configure a new clocking device to your Indigo system
Written by
Marie Claire Saliba
Updated over a week ago
How to use the Clocking Data page in Time & Attendance
Understand the layout of the Clocking Data screen, where you can import and analyse your company’s day-to-day clocking records
Written by
Marie Claire Saliba
Updated over a week ago
How to view and amend clocking issues in your clocking data
You can see when employee’s missed time during a shift, or make corrections to clocking records in the Clockings Data page
Written by
Marie Claire Saliba
Updated over a week ago
The Proximity feature and how to enable it
Proximity populates your Scheduler on your behalf by allocating shifts to employees according to their clocking times
Written by
Marie Claire Saliba
Updated over a week ago
Warning messages following shift allocation using Proximity
This article lists the types of warning messages you may receive when allocating shifts by Proximity.
Written by
Marie Claire Saliba
Updated over a week ago
Rewards and Penalties
Allocate rewards and penalties manually for single shifts in your Scheduler
Written by
Marie Claire Saliba
Updated over a week ago
How to assign multiple rewards or penalties to a shift in the Shift Preset page
You can assign multiple rewards or penalties to a shift at one time by editing existing shift presets
Written by
Marie Claire Saliba
Updated over a week ago
How to assign rewards or penalties to employee groups or shift presets
Learn how to set rewards or penalties to certain occupations, cost centres, or organisations; employee groups; or shift presets
Written by
Marie Claire Saliba
Updated over a week ago
How to create a penalty preset
Set penalty presets to automatically deduct time or leave balance or allowance from employees when certain conditions are met
Written by
Marie Claire Saliba
Updated over a week ago
How to create a reward preset
Set reward presets to automatically allocate time or leave balance or allowance to employees when certain conditions are met
Written by
Marie Claire Saliba
Updated over a week ago
Understanding different conditions for Penalty Presets
Learn the different conditions for penalty presets that can trigger automatic allocations
Written by
Marie Claire Saliba
Updated over a week ago
Understanding different conditions for reward presets
Learn how to set the appropriate conditions to automatically allocate allowances or leave balances for your employees
Written by
Marie Claire Saliba
Updated over a week ago
Understanding different rules for penalty presets
Learn the different allocation rules for penalties to be applied for absences, late arrivals, or early departures
Written by
Marie Claire Saliba
Updated over a week ago
Understanding different rules for Reward Presets
Learn the different allocation rules for rewards so that your employees can receive extra pay or leave
Written by
Marie Claire Saliba
Updated over a week ago
Unscheduled work reward and penalty presets
You can configure rewards and penalties to automatically allocate to unscheduled attendances in your system.
Written by
Marie Claire Saliba
Updated over a week ago