Shireburn

Learn all about adding employees to Device Manager

Add and configure employees to Device Manager

How to use Target Attendance Profiles

How to set up Target Attendance Profiles to use Target Attendance

Setting up Target Attendance

Marie Claire Saliba

Jake Ellis

Shireburn Indigo Attendance

Before using Indigo’s Scheduler, Clocking Data, and Attendance reporting features, your employees need to be enabled in Attendance

Adding your employees to Attendance

Use the Employee Portal to view your scheduled shifts, and clock in and out

Scheduler and Clocking Widgets

Setting up and Using Daily Attendance Profiles

Daily Attendance

Main

Configure the Permission Sets for the Clocking widget in the Employee Portal

[Administrators] Assign Clocking widget permissions to Employee Portal users

You can allow fellow Indigo Attendance administrators or users to mark attendance exceptions as resolved.

Allow other Indigo Attendance users to mark attendance exceptions as resolved

You can set up dynamic break times for employees in your system with the attendance profile and break rules support files.

Creating dynamic break rules with attendance profiles

Learn what tolerances for attendance shift presets do and how they affect your attendance exceptions and clocking records in your system.

How tolerances work for shift presets

How to create Shift Presets in Attendance

Shift Presets

Shift Presets - Create a new Shift

In detailed description of different types of Timings

Shift Presets - Timings

Setup

You can make quick changes to a shift's hourly rate, its cost centre and occupation in the Scheduler

Adjusting custom schedule values for a shift in your Scheduler

Creating double shifts for employees is done by inserting a second shift underneath the first shift

Allocating multiple shifts in the same day for an employee

Learn how to allocate your created shift patterns in your Scheduler, or how to quickly create new shift patterns from the Scheduler.

Allocating shift patterns in your Scheduler

Learn how to block dates on your Scheduler to prevent shifts from being modified prior to allocating attendance exceptions

Block schedule to prevent shift modifications prior to attendance exceptions allocations

You can permit certain Indigo Time & Attendance users to see the hourly basic pay of employees in the Scheduler

Control which Indigo users can see employees' hourly pay in the Scheduler

Learn how to make quick adjustments to your company's workweek schedule by editing individual shifts

Copy and paste, cut and paste, or replace individual shifts in your Scheduler

Indigo makes it easy to see which of your employees in your Scheduler are hourly paid

Differentiating salary and hourly paid employees in your Scheduler

This report lets you export your Scheduler data to a spreadsheet while letting you sort and group employee by different categories.

Employee Schedule report

Learn how to end a shift pattern for an employee at any point in the year in your Scheduler

Ending a shift pattern for an employee

A daily manning report gives an overview of staff availability and breaks at 15-minute intervals

Generating a daily manning report

Learn how to run a report on late arrivals and early departures in your company's attendance records

Generating a late arrival and early departure report

Learn how to generate a detailed report about the scheduled work hours from allocated shifts in your scheduler

Generating a scheduled hours report

You can generate a report which compares employees' work schedule profile versus their scheduled hours

Generating a scheduled hours validation report

Avoid creating understaffed rosters or schedule conflicts by importing approved leave data in your Scheduler

How do I import approved leave data into the Scheduler?

Build your company's workweek schedule by adding shifts in Indigo's Attendance Scheduler

How to assign shifts in your Scheduler

How to generate a Scheduler Export report

Learn how to print your schedule in Indigo Attendance and how to include options to show analysed hours, cost centres, and occupations

How to print a schedule

Become familiar with the layout of the Scheduler page before creating your company's workweek schedules

How to use the Scheduler in Attendance

You can allocate shifts in your Scheduler via Excel spreadsheet imports

Importing schedule records to your Scheduler

Make complete changes to a particular shift, such as attendance tolerances, rewards and penalties, and more, in your Scheduler

Making detailed adjustments for 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

Making quick edits and adding remarks to an individual shift

You will be notified of scheduling conflicts which can be fixed in your Scheduler

Resolving issues in your Scheduler

Assign an existing shift pattern to another employee in your Scheduler by typing in the first letters of the shifts

Schedule an existing shift pattern for another employee

Maximize your available scheduling hours by using the breakdown of employees' basic hours, leave hours, and overtime in the Scheduler

Scheduled hours analysis

The daily scheduler report lets you create a report on all allocated shifts for selected days from your Scheduler.

The daily scheduler report

Build sets of diverse attendance patterns to use in your Scheduler.

The Shift Patterns screen and creating shift patterns

Sort your Scheduler by order of high- to low-level occupations, or vice-versa, with the occupation ranking option

Using occupation ranking to organise your Scheduler

Creating and managing your schedule

As an Indigo administrator, you can allow other users to create cost centre budgets and view budgeting calculations in the Scheduler

Assigning Budgeting permissions to other users

Indigo Attendance calculates the values of allocated shifts to inform you of labour costs in your schedule.

Calculating costs in your scheduler

The budgeting feature allows you to create cost centre budgeting parameters based on hours or costs

Creating a cost centre budget for your Scheduler

To be able to see costings of shifts in your scheduler, you first need to enable the costings settings in Indigo Attendance

Enabling costings in your scheduler

Learn how to run a report that breaks down the total amount hours and costs per cost centre rostered in your Scheduler.

Generating a costs detailed report

The budgeting feature in Indigo helps you allocate shifts per cost centre within predetermined costs and hours

Scheduler budgeting in Attendance; enabling the feature

After calculating costs in the scheduler, you can see detailed values for each allocated shift.

Showing cost values of an individual shift

Scheduler costings and shift values

Learn how to delete attendance exceptions which do not require specific allocations

Deleting Attendance Exceptions

Learn how to apply a variety of allocation types for an absence

Different allocation types for absences

How to reallocate, delete, and correct Daily Attendance Exceptions in Bulk

Process Attendance Exceptions in Batches

Different allocation types for excess time

Exceptions tags indicate the kind of attendance exceptions found in your clocking data. Learn what each of them mean in this article

Exceptions tags glossary

Create attendance allocation reports to be used for reviewing and approving absence penalties and overtime rewards internally

Generating an allocation return report

Approval of Attendance Exceptions Allocations

How do I approve Attendance Exceptions Allocations?

Learn how to set allocations for an employee who was absent, late, or missed time

How to allocate absences in Attendance

Learn how to set allocations for an employee who clocked out beyond the end of their assigned shift

How to allocate excess time in Attendance

An allocation report shows all allocated punches in your system in one report.

How to generate an allocations report

If your clocking system is synced with Attendance, using the recalculate allocation option will update new attendance exceptions

How to recalculate allocations in 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

Intermediate punches in Attendance

Learn how to apply multiple allocations to an attendance exception

Adding multiple allocations to an attendance exception in Attendance

After making allocations to attendance exceptions, you can send attendance data to Indigo Payroll for payroll calculations

Sending attendance data to Indigo Payroll

Get to know the layout of the Attendance Exceptions screen where you can resolve attendance issues before sending attendance data to Payroll

The Attendance Exceptions screen in Attendance

This report lets you reconcile employee attendance for a particular period based on the allocations made in your system.

The Attendance Reconciliation report

Get to know where to review and resolve attendance exceptions in Attendance

The layout of the Attendance Allocation windows in Attendance

Attendance Exceptions and Allocations

Learn how to allocate shifts in your Scheduler by Proximity.

Allocating shifts in your Scheduler using Proximity

Keep track of how much time is worked on a project by using Indigo's time tracking features

Time Tracking by Project

It is recommended to assign shift presets to employee groups when allowing Indigo to auto-allocate shifts in your Scheduler by proximity

Configuring shift presets for Proximity

Learn how to make reports on punches exceptions, detailing the date and reason of an attendance exception

Generate a Clocking Exceptions report

Why did the missing punch get allocated to the previous day rather than the day the missing punch occurred?

How does Indigo allocate missing punches?

You can insert omitted or new clocking records into your clocking data without having to import new files

How to add new clocking records for an employee

Create daily or weekly clocking in and out reports from your clocking data and save them as PDFs, Excel spreadsheets, or send in an e-mail

How to Generate Clocking Details 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

How to Generate Clocking Summary Reports

Update your Scheduler and attendance records by manually importing clocking data from your company’s clocking device

How to import new clocking data

Learn how to adjust or delete clocking data for an employee in the Allocations window

How to manually adjust clocking data for an employee

Learn how to reprocess clocking data to properly register your scheduled night shift presets

How to reprocess night shifts

Learn how to add and configure a new clocking device to your Indigo system

How to set up a new clocking device

Understand the layout of the Clocking Data screen, where you can import and analyse your company’s day-to-day clocking records

How to use the Clocking Data page in Attendance

You can see when employee’s missed time during a shift, or make corrections to clocking records in the Clockings Data page

How to view and amend clocking issues in your clocking data

Proximity populates your Scheduler on your behalf by allocating shifts to employees according to their clocking times

The Proximity feature and how to enable it

This article lists the types of warning messages you may receive when allocating shifts by Proximity.

Warning messages following shift allocation using Proximity

Find out who has an active clocking using the Who's In report

Which employees are currently punched in?

Clocking data and clocking reports

Allocate rewards and penalties manually for single shifts in your Scheduler

You can assign multiple rewards or penalties to a shift at one time by editing existing shift presets

How to assign multiple rewards or penalties to a shift in the Shift Preset page

Learn how to set rewards or penalties to certain occupations, cost centres, or organisations; employee groups; or shift presets

How to assign rewards or penalties to employee groups or shift presets

Set penalty presets to automatically deduct time or leave balance or allowance from employees when certain conditions are met

How to create a penalty preset

Set reward presets to automatically allocate time or leave balance or allowance to employees when certain conditions are met

How to create a reward preset

Learn the different conditions for penalty presets that can trigger automatic allocations

Understanding different conditions for Penalty Presets

Learn how to set the appropriate conditions to automatically allocate allowances or leave balances for your employees

Understanding different conditions for reward presets

Learn the different allocation rules for penalties to be applied for absences, late arrivals, or early departures

Understanding different rules for penalty presets

Learn the different allocation rules for rewards so that your employees can receive extra pay or leave

Understanding different rules for Reward Presets

You can configure rewards and penalties to automatically allocate to unscheduled attendances in your system.