Indigo HR
All things HR can be found in this collection
By Marie and 3 others4 authors104 articles
- 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
- Employee Directory in IndigoQuickly access your employees' basic information for a smoother day-to-day workflow
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 let you 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.
- Assign a Reallocation Profile to an Employee ProfileLearn how to add cost centre reallocation profiles to employee profiles in Indigo to set up the required reallocation process
- 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 payment to be split and 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 and job roles in 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
- How Tax Profiles and Employment Types Interact in IndigoLearn how Tax Profiles and Employment Types interact in Indigo and how to pair them correctly to determine employee taxation and SSC contributions
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 Terminate an Employee?Terminate an Employee from the toolbar
- 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 and 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 ImagesUploading Employee Images in Bulk for each Company
- Exporting all Employee Position History (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
- Handling Change of Hours, Tax Profile, or Both in IndigoUnderstand the correct steps for switching Tax Profile or changing hours, keeping in mind that a Tax Profile change might sometimes involve a change in working hours
Skills & Training
Learn how to use Skills & Training in Indigo
- Introduction to Skills & Training
- Skills & Training's Setup and Support FilesFind out how to use the Setup section of Skills & Training and learn how to add, edit, delete and assign Support Files.
- Skills & Training's Employee DashboardLearn how to view individual employees' Skills & Training dashboards
- Skills & Training: the Languages widgetLearn how to use the Languages widget in the Skills & Training module's Employee Dashboard
- Skills & Training: the Skills widgetLearn how to use the Skills widget in the Skills & Training's Employee Dashboard
- Skills & Training: the Training & Certifications widgetLearn how to create, edit and delete entries in the Training & Certifications widget
- Skills & Training: My Team, All Employees, and Import-ExportFind out how to navigate My Team and All Employees, and how to use the Import-Export section, in the Skills & Training module
The Approval System
All you need to know about Indigo's Approval System
- Introducing the Approval SystemFamiliarise yourself with the Approval System module and learn how to interact with its features
- Submitting Overtime RequestsUse the Approval System to request overtime for yourself or someone else, from the Requests screen, the Employee Portal or Scheduler.
- Submitting an Expense RequestLearn how to submit Expense Requests and become the expense claim master 🧙
- Approving and Managing Overtime RequestsLearn how to process overtime requests and fix discrepancies
- Approving an Expense RequestLearn how to approve or decline your expenses requests from both the Approval System and the Expenses widget in the Employee Portal
- The Requests Section in the Approval SystemExplore the Requests Section in the Approval System
- Reasons in the Approval SystemExplore the Reasons Section in the Approval System
- Claiming Overtime via Expense RequestLearn how non-Attendance users can claim for the hours worked overtime by non-Attendance users
Task Management
About Indigo's Task Management System
- Introduction to the Task Management SystemLearn how to use Task Management to help set and organise tasks, such as onboarding and offboarding of employees.
- About Task Templates in Task ManagementLearn what Task Templates are and how to access them.
- Creating Tasks in Task ManagementLearn how to create tasks in Task Management, and how to update and delete tasks from the Employee's Task Drawer
- Using My Tasks and All Tasks in Task ManagementFind out how to use the My Tasks and All Tasks sections in the Task Management System
- Task Types in Task ManagementAutomatically set deadlines and build personalised task flows with ease
- Change Destination Folder for New Tasks and TemplatesChoose where attachments are saved when uploading them to tasks, whether new or imported from templates.
- Create, Edit or Delete Task TemplatesCheck these detailed instructions to help you create new templates in Task Management, as well as edit or delete them.
- Create, Edit and Delete Task Types in Task ManagementLearn how to create Task Types in Task Management
HR Reports
A collection of Indigo's HR reports
- Extracting a Current Employee ReportActive Employee Report, Excluding Terminated Ones
- How to Generate an Employee Details ReportAn employee details report is a printout of employees' personal, employment, bank, salary, and pay item details.
- Head Count ReportEmployee Head Count Report
- Voluntary Occupation Pension Scheme Report (VOPS Report)Using the Voluntary Occupation Pension Scheme Report (VOPS Report)
JET | Job Evaluation Tool
All relevant information for HR professionals using our tool to conduct occupation evaluations in line with EU pay transparency requirements.
- Preparing for the EU Pay Transparency Directive (7th June, 2026)What’s the EU Pay Transparency Directive all about, and how can you prepare? Meet Indigo's Job Evaluation Tool (or simply JET), your new sidekick for fair pay, clear structures, and…
- The Job Evaluation Profile and Criteria in JETThe first step in using Indigo's job evaluation tool is setting up a company profile and criteria parameters. It's like introducing JET to your organisation and its needs, information which…
- Evaluating Occupations in JETOnce the company profile is set up and the criteria are in place, it’s time to dive into the core of the job evaluation tool ... occupation evaluations! You can…
- Occupation Categories in JETUse the Job Evaluation Tool's occupation categories to align pay with occupation value and simplify transparent reporting that suits the EU's standard
- Getting Started with the Job Evaluation Tool (JET)Learn how to prepare company, employee, occupation and pay data to ensure accurate job evaluations towards EU Pay Transparency Directive compliance.
- The Employees Screen in JETLearn how the Employees screen in Indigo's Job Evaluation Tool consolidates workforce pay data and helps identify pay gaps to support fair, transparent remuneration decisions.
- How JET's Employees Screen Calculates Its DataLearn how Indigo's Job Evaluation Tool calculates remuneration data in its Employees screen, presenting you reliable gender pay comparisons, average remuneration, and variance formulas for accurate reporting and EU Pay…
- Providing Employee Pay Reports from JETA guide to generating the Employee Pay Report in the Job Evaluation Tool (JET), helping HR teams create clear, consistent pay comparison reports quickly and accurately, upon a request from…