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 can I configure 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?
- What are approval flows and how do I create them?
- 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”
- Can I configure automations that work as conditional triggers?
- 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?
What automations can I set up?
From Configuration >> Automations, you can enable or disable certain actions to make the day-to-day management of your employees easier.
In each category, you'll find several automations available:
- Clock Ins/Outs: automatic day closure, schedule rounding, blocks outside set working hours, IP restrictions, and a log of clock-in/out changes, among others.
- Notifications: alerts before the start or end of a workday, reminders for unassigned tasks, courtesy minutes, and missing clock ins/outs, among others.
- Custom requests: creation of request types, assignment of approvers, and request management.
- Approval flows: the level and order in which custom requests are approved.
- Validations: employee validation of clock ins/outs.
- User access: control over request validation, clock-in/out editing, employee creation for lower roles, and holiday approvals, among others.
- Section visibility: control over who can see team status, the timeline, the public holiday calendar, and statistics, among others.