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 are approval flows and how do I create them?
Approval flows allow you to set up validation chains for specific HR processes. When an employee submits a request (time off, expense, or custom request), it goes through one or more approvers before being processed, ensuring the control and traceability that organizations need.
Available flow types
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Simple approval: a single approver validates the request. Ideal for small teams or low-impact requests.
- Sequential approval (multi-level): the request passes through several approvers in order (e.g., direct manager → area director → HR). Each level must be approved before moving to the next.
How to create an approval flow
Go to: Configuration >> Automations >> Approval flows >> Create.
Then follow these steps:
- Give the 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 person.
-
Roles: if you prefer to assign the holders of a specific role.
- Click "Add level" to add as many approval levels as you need. For example, a first level for the direct manager and a second for the finance department.
Before leaving, make sure you click "Save" to apply the changes. You're all set!
From the main flows table, you can click the three dots to:
- Duplicate: creates an exact copy of the flow, including all its approvers.
- Delete: removes the flow entirely (you will no longer be able to use it to manage requests if you delete it).
Important!
If a level has no approvers assigned, the request will be approved automatically and move on to the next level.