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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's the difference between Global and Segmented automations?

In Automations >> Clock Ins/Outs and Automations >> Notifications, there are two types of configuration: global and segmented. Here's what sets them apart.
 

  • Global configuration
    This is the configuration applied by default to all employees, regardless of which management level they belong to. It applies across the entire company, making it the quickest and simplest way to manage your team's automations.

     
  • Segmented configuration
    This is a specific configuration applied to the workplaces, departments, or groups (segments) of your choosing. Each segment can be assigned independently, giving you granular control for specific cases.

 

Note

If you apply a new configuration to employees who already have existing settings, the system will notify you so you can decide whether to keep the previous configuration or apply the new one.

 

 

 

 

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