Clock-in Within Time Frame - Enhancement

Clock-in Within Time Frame - Enhancement

The Clock-in Within Time Frame will make sure that an employee clocks in inside the designated area within a specific time frame.

The main requirement for this to work is to load your tasks WITH and address, then when you go to the "Maintain Task/Customer List" section, you can also see the coordinates:

Click either on the "Create Customer SmartFence" to create a rule just for this one task, or use the "SmartFence" drop-down menu and select "Default".  Default will allow you to enter a rule that will apply to all tasks that are set with the default smart fence.  This way you do not have to create the same rule for each task.  Specific or special rules may be created for each task as needed.

Follow the below procedure for either SmartFence you need to create:

1a:  If you select "Default", then go to the "Rules, Action and Fences" section in the Administration tab and click on "Manage SmartFences".  The Default rule will be the first one.  Click the "Edit" button.

1b. If you select "Create Customer SmartFence", you will be taken to the next screen automatically without the need to follow the path on step 1a.

2.  When step 1 is complete you will see the following screen:

This is where the radius and assignment of teams is made.  You do not have to set up teams - only if needed.  If the rule applies to everyone, just leave "All Users" selected.  Then click on "Create New".

3.  On the next screen select the date and times the rule will be applied.  Make sure to select the "Within Time Frame" option, where a date and time for the rule can be specified.  Make sure to click on "Lock Phone" on the top right to prevent employees from selecting the task.

Once this is done, click SAVE and the rule is ready to be used.  Notifications can be added as text messages, sound or emails if desired just as with a regular smart fence.  but the step is optional.

Another importation thing to keep in mind is that the app will allow employees to select that task only during the time frame you select.  So when employees attempt to select the task outside of the time, they will get the following message.

If they are within the time frame but outside the area, the app will notify them of this fact as well,  Finally, if they are within the time frame and inside the correct area, the task selection will be successful.

Enhancements to Reports

Enhancements to Reports (updated 8/24/2018)

Reports are among the most important tools when doing Payroll and Monitoring employees.  The constant need to improve these tools to be more effective for an organization is important.

The Timecard Task Focused Detail Report now has the ability to do a search for tasks and sub-tasks.  In the past only tasks were available through the drop-down menu, now a deeper dive is allowed for more accurate inquiry by using the search field.

When searching for a task, all possible results will be shown and you may select the one that applies:

If you search for a sub-task, you will be shown all the instances of the sub-task, preceded by the task they belong to:

Once the task has been found, click on "Generate Report" and the focus will be only on that project or task.

Resetting the Unique Identifier

Resetting the Unique Identifier

The following feature needs a disclaimer before it can be explained.  this blog will cover how to reset the Unique Identifier for a specific user.  Please Note that this should only be enabled if you are experiencing issues with employees using the same DeviceID on multiple devices at the same time (This in general, is not a good idea to maintain sensible time punches for your employees!)

Enabling this feature will force only one profile to be active at any time.  If other devices are subsequently setup with the same profile (DeviceID), the server will prevent those specific devices from connecting, i.e. they will not be able to send any punches to the system and will receive a message notifying the user of this fact.

To set the unique identifier up, go to the Administration Tab and Select Preferences.  

 

Once there, enable the following options ("Enable Message Unique Field Identifier")

This will enable a message identification using a Unique Field Identifier on each message.  The device that is currently synchronized with its own identifier will be the one considered as "Active" and any other messages received from the same device ID but with a different identifier (as would happen with setting up the app on another device) will be discarded. 

When the time comes that the old device is damaged or the user upgrades to a new phone/device then you will need to reset the unique identifier.  This can be done by leaving the identifier open so that the next device setup can get its own ID and then start sending and receiving data to the server.

This is done in each individual's profile.

Go to the Field Workers Tab and find the user you need to reset the ID for:

 

Click on the ID and enter the employee's profile, then click on the "Advanced button

ON the next screen the Unique Field Identifier currently assigned will show, and the last date when a duplicate device was created.  Click on the "Reset button and that will open the profile for a new device to be setup.

Enhanced Forms

Enhanced Forms

Below is the "Classic View" of our Mobile application form for Task Attributes:

This view is good for those who prefer a compact screen view.  Those who wish to view a more enhanced form will need to do the following:   First:  Tap on the gear icon at the top of the screen and select the "Settings" tab:

 Then click on the "Extras" tab and you will see the following:

Be sure to set the "Enhanced Forms View" to the "ON" position and select SAVE.  the next time you go into your Forms - task attributes - you will see something similar to below:

"Safe Edits" Enhancement

"Safe Edits" Enhancement

Security has been tightened to make it more safe to edit a task when and if needed.  Although we caution against making changes to times and jobs, there are times when it is necessary.  The following was done to stop those changes from being lost. 

From the Payroll Admin Log-in - Go To Admin

Choose "Edit User Event"

Click on the "Edit Task" to change the existing punch. Enter the date you are looking for and find the event you wish to edit.

Now - Click on "Edit Task"

Or - Edit the times as below: