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?
What can I automate in User accesses?
By following the path Configuration >> Automations >> User accesses, you can decide things like:
- Block employees from editing their My Profile page.
- Allow specific roles to create and delete employees.
- Require an identification number when creating employees.
- Block a role from editing, approving, or cancelling holidays.
- Block a role from editing, approving, or cancelling clock ins/outs.
- Automatically enable an employee when their contract starts (or disable them when their contract ends).
- Send an invitation to a user when they are enabled in the system.
- Allow specific roles to access shared folders in the Document manager.
- Keep or delete a user's access code when deactivating them.
To activate or deactivate any of these options, simply click the switch next to the setting you want. When an automation is active, the switch will appear green.
Once you’ve enabled or disabled the options you need, click the Save button at the bottom of the page.