How to set Automation Rules in SalaryBox?

How to set Automation Rules in SalaryBox?

Automation Rules



Let’s understand this one by one:


1. Auto Present at day start

This feature will automatically mark employees as present at the start of each day (excluding Week offs and Holidays). Small companies can use this feature to mark everyone present by default and manually mark absences if staff members are not in the office.


It is designed for key personnel such as Founding Members, Presidents, Directors, or such employees, who do not need to manually mark their attendance. By using this feature, you can ensure that these individuals are always accounted for without any additional effort on their part.


How to do it?

Just turn the ‘Auto Present at day start’ toggle on and it will start functioning.




2. Present on Punch In

This feature ensures employees are marked as present as soon as they punch in for the day, streamlining the attendance process.


How to do it?

Just turn the ‘Present on Punch In’ toggle on and it will start functioning.



3. Auto Half day if late by

This feature will significantly improve punctuality by allowing you to automatically mark an employee's attendance as a half-day if they are late by the defined hours or minutes. It ensures that employees adhere to their schedules, promoting a more disciplined and efficient work environment.


How to do it?

  1. Look for ‘Auto Half day if late by’ and you will find the ‘Not Set’ tab there.

  2. Tap it and set the duration in Hours or Minutes



4. Mandatory half day hours

This feature will significantly improve punctuality. For example, if you require employees to complete X hours to qualify for a half-day, this feature ensures that if they do not meet the defined half-day working hours, they will not be eligible for a half-day leave. It promotes accountability and encourages employees to fulfill their work commitments effectively.


How to do it?

  1. Look for ‘Mandatory half day hours’ and you will find the ‘Not Set’ tab there.

  2. Tap it and set the duration in Hours or Minutes




5. Mandatory full day hours

This feature will significantly improve punctuality. For example, if you require employees to complete X hours to qualify for a full-day, this feature ensures that they will not be eligible for a full-day leave if they do not meet the defined full-day working hours. It promotes accountability and encourages employees to fulfill their work commitments effectively.


How to do it?

  1. Look for ‘Mandatory full day hours’ and you will find the ‘Not Set’ tab there.

  2. Tap it and set the duration in Hours or Minutes




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