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 personalize automation settings for an individual employee?
If you need to apply an automation configuration exclusively to one employee, you can do so from their profile.
Go to Employees >> [Employee name] >> Automations.
There, you'll see two sections, each with a toggle:
- Inherited: the automations applied to the employee are those configured globally (the same for the whole company) or in a segmented way (specific to a workplace, department, or group). The system assigns these automatically.
- Personal: you can configure automations exclusively for that employee, independently of any changes made to global or segmented automations.
Use the toggle to enable whichever option you prefer, and that's it!
Want to know which configuration is applied to employees by default? Here's how it works:
When creating a new employee
- If the employee is not assigned to any workplace, department, or group, the system will apply the global configuration.
- If the employee is assigned to a single workplace, department, or group, the system will apply that unit's configuration.
- If the employee is assigned to multiple workplaces, departments, or groups, the system will apply the configuration of whichever unit comes first alphabetically.
When removing an employee from a department or group
- If the employee is removed from a workplace, department, or group but remains assigned to others, the system will apply the configuration of whichever remaining unit comes first alphabetically.
- If the employee is removed from their only workplace, department, or group, the system will apply the global configuration.