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Indigo HR

All things HR can be found in this collection

Sending a Weekly Birthday List EmailLearn how to set your Indigo to send out a weekly list of birthdays
Company Bank Files compatible with IndigoA list of banks whose SEPA files are compatible with Indigo for the purpose of generating direct credit files from the Company Bank Account.
Position History (former Basic Pays) Tab in the Employees SectionPlan the upcoming changes in Basic Pays according to changes in Department, Occupation, Cost Centre, Section, Unit, Grade and Location
Setting Up Employees

Guides to configuring employees in Indigo

Setting up Users on IndigoSet up User Accounts for use within Shireburn's Indigo Suite
Add Employees to the SystemEmployees screen and information, support files and exporting details to Excel
Employee OnboardingRegister Employees prior to Employment with Limited Information
Organisation ChartConfigure Leave Approvers
Creating an employee in your system for leave management purposes onlyYou can add employees in Indigo who are not on your payroll but instead for the purpose of managing leave for those employees
Adding Custom Fields to the Employee screenLearn how to create your own fields to add on to the Employee Details screen.
Enabling cost centre reallocation profilesCost centre reallocation profiles allow you to split cost reports per cost centre when running payroll.
The Leave Entitlement Tab in the Employee ProfileLearn How to Create and Manage a Single Employee's Leave Entitlement Through the Leave Entitlement Tab in the Employee Profile.
Adding a reallocation profile to an employee profileLearn how to add cost centre reallocation profiles to employee profiles in your system.
Previous EmploymentRecord Earned Emoluments from Previous Employment in the same year
Setting up Work Permits for a Foreign EmployeeSet up the Work Permit Expiry Date for Temporary Foreign Employees and view in Calendar
Setting up Employee VOPS paymentEmployee Voluntary Occupation Pension Scheme
Setting up Employer VOPSEmployer Voluntary Occupation Pension Scheme
Setting up Probation for an EmployeeSet up Employee Probation Periods and view in Calendar
Split PaymentsAllow an Employee's Pay to be Split & Paid into Different Bank Accounts
TaxConfigure Employee Pay Tax Related Adjustments
Voluntary Occupational Pension Scheme (VOPS)Assigning the Voluntary Occupational Pension Scheme (VOPS) to an Employee and the Employer
Configure Non-FSS Employees in IndigoLearn how to set up the Tax Profile needed for non-taxable employees based abroad as well as the employee's accompanying settings.
Setting Up the Company Payment Bank Account for Direct CreditsHow to create the salaries bank account that the company will pay its salaries from
The Export Employees ModalExporting employee grid data from Indigo is quick and easy - made even faster with the ability to save and load templates!
How can I pay Employees from a Company Revolut Business Account?Generating a Revolut CSV file to be used in the Business Revolut portal
MeDirect (Mediterranean bank) SEPA File Configuration
Set up a New CitizenshipConfigure the Legal Status given to an Employee by a Country for Reporting & Statistical Purposes
Set up New Banks to pay EmployeesConfigure Different Banks to Prepare Payments from Indigo Payroll such as Revolut for your Employees
Set up New Cost CentresConfigure Cost Centres to Manage Expenses
Set up New CountriesList all Countries and Nationalities throughout Indigo HR
Set up New Departments, Sections & UnitsAllow Employees to be Registered in Indigo HR to be Structured according to Business Exigencies
Set up New Employment TypesConfigure an Employee's Type to determine Social Security Contributions and Statutory Bonuses
Set up New GradesConfigure Grades which Identify Pay Range
Set up New LocationsSetup Different Locations Employees can work from
Set up New OccupationsList all Available Positions within the Company
Set up New Work Schedule ProfilesDefine different Working Hours for Full-Time, Part-Time, and Reduced-Hours Employees.
Set up Termination ReasonsAdd a Reason for Termination at the end of an Employee's Employment
Tagging an Employee and using TagsManage Tags for Employee Records
Using the Migration tabWhat migration types are available, which type the Migration function is and how to use it
Managing Employees FAQ

Learn how to manage employees in Indigo

All about the Anonymisation ToolLearn how to use Indigo's anonymisation tool to delete sensitive data of terminated employees to help comply with GDPR
How can I disable government bonuses for an employee?Remove Statutory Bonuses for an Employee
How do I exempt an employee from the Overtime Concession Tax?You can opt out an employee from the overtime concession in the employee profile page
How do I Give an Employee Full Rights to the System?Give a user access to different features in Indigo by assigning Permission Sets
How do I Set up a Part-Timer who works Regular Hours?Change an Employee's Working Hours
How do I setup an employee working remotely from his country?Setup an Employee that pays no Tax and SSC, and receives no Bonuses
How do I Switch an Employee from Part-Time to Full-Time (or vice-versa)?Switching an Employee's Employment Type
How do I Terminate an Employee?Terminate an Employee
How is Leave PayOff Worked when an Employee is Terminated?Pro-Rata Leave PayOff Calculation
How to create an Employment Type without Statutory BonusesSetup an Employee that receives no Bonus
How to Deduct Basic Hours for Fixed EmployeesSetting an employee basic up to 0 without the use of unpaid leave
I Forgot to Terminate an Employee and my Payroll is Already Finalised. What do I do?Editing / Changing a Payroll after Finalising
I had a terminated employee which I am not seeing on the list. Where did it go?I cannot find an employee, but I do not recall deleting that employee's profile.
I Terminated and Calculated an Employee by Mistake. How do I Reverse this?Reverse / Undo Termination & Calculation of an Employee
Reactivating a previously terminated employeeLearn how to reactivate an employee, such as one that you've rehired or re-employed, in your system.
Setting up an Employee to be Paid by Direct CreditsConfigure Bank & Banking Information for employees
Setting up Users with Different Roles, Administration Rights and RestrictionsAccess Restrictions and Amending Permissions
Comparing Employee Salary PackagesCompare Employee Salary Packages
Bulk Upload of Employee AttachmentsUploading Employee Attachments in Bulk
Bulk Upload of Employee ImagesUploading Employee Images in Bulk for each Company
Exporting all Employee Basic Pay or Pay Item entriesExport all your basic pay entries and pay items for all employees on Excel.
Searching through Calendar Entries in System CalendarsUsing the Smart Search Function in System Calendars
Transfer an Employee from one Company to anotherCopy an Employee to a different Company
How to Handle Employee Change of HoursEmployee Working Hours and FSS Changes: Guidelines & Procedures