Automations
- Discover Automations
- What are automations?
- How do I access automations?
- What automations can I set up?
- What configurations can I automate in Clock ins/outs?
- What's the difference between Global and Segmented automations?
- How do I configure global and segmented automations?
- How do I personalize automation settings for an individual employee?
- How can I enable the "Clock in/out" button in the app for all employees?
- What is automatic clock out and how can I set it up?
- Can I set up an automatic clock out if employees forget to clock out?
- Can I automate a clock out in a split shift?
- What is the difference between "schedule" and "working day" in the automation "When the assigned schedule is completed the system will clock out"?
- Can I choose how time is counted in clock ins/outs with incidents?
- What is workday rounding up?
- Can I set up rounding for employee clock ins/outs automatically?
- What does "block the ability to clock in" mean?
- What does "restrict clock ins/outs by IP" mean?
- Which notifications can I automate?
- How does configuring grace period minutes affect the calculation of tardiness?
- What are validations and how can I set them up?
- What can I automate in User accesses?
- What can I automate in Section visibility?
- How do I enable my employees to request a clock in/out even if the "Clock ins/outs" section is hidden?
- What are approval flows and how do I create them?
- Can I automatically delete an access code when an employee is deactivated?
- New behavior of “Minutes of advance notice before the start of the workday”
- Can I configure automations that work as conditional triggers?
- Can I configure how many minutes before clock-in time an employee's clock in will be blocked?
How do I configure global and segmented automations?
In Clock Ins/Outs and Notifications automations, two configuration types let you adapt the tool to your company's needs: global and segmented. Here's how to set them up.
Global
These automations apply equally to all employees in the company. There's no need to assign anyone, they are applied by default.
- Go to Configuration >> Automations and open Clock Ins/Outs or Notifications.
- Click on the table row labelled "Default".
- Browse through the automations, enabling or disabling whichever ones you'd like.
- When you're done, click "Save" before leaving.
Segmented
Segments let you apply specific configurations to employees belonging to a particular workplace, department, or group.
- Go to Configuration >> Automations and open Clock Ins/Outs or Notifications.
- Click "Add".
- Give your segment a name, for example, "Clock Ins/Outs – Houston Workplace".
- Use the left-hand menu to browse the automation subcategories.
- Enable or disable the options you want and click "Save".
- To assign these automations, click the avatar icon next to the three-dot button. A window will open where you can select which workplaces, departments, or groups this segment should apply to. Click "Save" to confirm your selection.
Repeat these steps each time you want to add a configuration for a specific workplace, department, or group.