Automations
- How do I access automations?
- 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?
- What automations can I set up?
- What is workday rounding up?
- What does "block the ability to clock in" mean?
- What does "restrict clock ins/outs by IP" mean?
- What are validations and how can I set them up?
- What are automations?
- What is the difference between "schedule" and "working day" in the automation "When the assigned schedule is completed the system will clock out"?
- What can I automate in User accesses?
- Which notifications can I automate?
- Can I set up rounding for employee clock ins/outs automatically?
- What configurations can I automate in Clock ins/outs?
- 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?
- How does configuring grace period minutes affect the calculation of tardiness?
- How can I create an approval flow?
- Can I choose how time is counted in clock ins/outs with incidents?
- Can I automate a clock out in a split shift?
- Can I automatically delete an access code when an employee is deactivated?
- How can I enable the "Clock in/out" button in the app for all employees?
- New behavior of “Minutes of advance notice before the start of the workday”
How can I create an approval flow?
Approval flows allow you to define levels and the order in which requests are approved, making them ideal for managing requests that require multiple validations.
To create an approval flow, follow this path:
Configuration >> Automations >> Approval flows >> Create.
Then, follow these steps:
- Give your flow a name that makes it easy to identify. For example: "Training approval" or "Travel expenses".
- Choose who will be responsible for approving at the first level. You can select from:
- People: if you want to assign a specific individual.
- Roles: if you prefer to assign it to users with a specific role.
- Click "Add level" to include as many approval levels as you need. For example, a first level for the direct manager and a second for the finance department.
Before exiting, make sure to click "Save" to apply your changes. That’s it!
From the main flows table, click the three dots to:
- Duplicate: create an exact copy of the flow, including all approvers.
- Delete: delete the flow entirely (you won’t be able to use it for managing requests once it’s deleted).
Very important!
If a level doesn’t have any assigned approvers, the request will be automatically approved and move on to the next level.