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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 are validations and how can I set them up?

The system can send employees a daily or monthly clock in/out report for them to review and confirm that the time worked is correct or ask for corrections if necessary.

The sending can be automatic or manual and the employee will receive an email from which they can approve them or, on the contrary, be redirected to their clock ins/outs to request the corrections they need.

You can set this up in Configuration >> Automations >> Validations. 

  1. Select the roles that can manage validations.
  2. Choose the validation period, which can be monthly, weekly, or daily.
  3. Set a date and time for sending the validation report to employees.
  4. Enable reminder emails and set the number of days before a second email is sent to ensure employees don’t forget to submit their clock ins/outs for validation.
  5. Enable a date for automatic validation.

 

 

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