How do I assign team members to Geofences?

What is a Geofence?

A Geofence is a virtual geographic zone created on a map. It is used to restrict where Self Service clockings can be made. An employee would need to be inside the Geofence in order to clock in or out using Self Service.

Assigning people to Geofences is done from within their Self Service Profile. This guide will look at the two options available:

  • Option 1: Use Employee’s Locations as Fences
  • Option 2: Use Specific Locations as Fences

Enabling Geofences in a Self Service Profile

  1. Select ‘System’ from the Menu Bar.
  2. Select ‘Self Service Profiles’ from the System Tree.
  3. Select the appropriate profile for the Group who will be using the Geofence.
  4. Select the ‘Geolocation’ tab in the Self Service Profile.
  5. Select ‘Enable Geolocation’ - a menu will appear. At this stage, you should choose one of two options.

Option 1: Use Employee’s Locations as Fences

This will use the employee’s own locations as Geofences. These are the locations that have been assigned to them in their Employee Form. 

For example, an employee that has four locations assigned to them in their Employee Form would use all four of these as Geofences. 

Option 2: Use Specific Locations as Fences

Here you can define which of the locations will be Geofences, overriding whatever locations are assigned to the employee in their Employee Form. For example, an employee may have four locations assigned to them in their Employee Form but, if their Self Service Profile Geofence is set to just one location, they will only be able to clock in or out at that one specified location.

Additional information

You can turn Geofences off at any time by selecting ‘No Geolocation’ (turns off all Geolocation) or ‘Use Geolocation’ (locations of clockings will still appear on timesheets).

It is important to note, in order for Geolocation to work, employees using the Self Service App must have Location Services enabled on their phone and must agree to the App using their location.

Related Articles

How do I set up a Geofence?

Draw an area on the map to define a Geofence, an area where your team must be inside before they can perform a valid clocking.

Skill Level

Basic