Employees forgetting to punch in/out? Automatic Clock In/Out may be the right tool for you.



This video is a complete walk through of how to set up automatic geofencing on the admin side and on the employee's phone



How to set up a job for automatic punches 👩‍💻
First things first, you need to ensure that the automatic clock in capability is turned on for all your users:
Go to Company Settings > General
Turn on Allow automatic clock in/out based on GPS location
Turn on Require all employees to select a job to clock in
Turn on Require users to be within geofence to clock in
Click on SAVE

Then make sure that you have a job with the geofence created around the job site.
Go ahead and create a job or choose an existing job.

Every geofence requires you to have a job address.

Once you add the job address, you will need to choose to use this as the primary address for the job. It's important that you check the Require geofencing box. This setting ensures that a geofence is created. It's important that you also turn on Track Mileage.

You can drag and drop the geofence marker to your desired location.



💻 Geofence Actions
Next we have the Geofence Actions. What this tells us is what to do when a user arrives or departs this geographical boundary.

There are three different options. The first option being do not then, which means nothing happens when the user arrives in the geo fence. The second option means to show a notification reminding the user to clock in or start tracking when a user arrives at the geo fence and the third option is to automatically clock in the user when, when they arrive at the geofence.

The options for ON DEPARTURE are similar to the ON ARRIVAL. The app can choose to do nothing when the user leaves this job site. This can be useful for situations where a user needs to run an errand to the store and does not wish to get clocked out.

However, if you want to remind the user to clock out when leaving the geo fence, then use Show notification. It is important to remember that the Show notification option only triggers when the user is clocked in to this specific geofence.
And the last option, Clock out, clocks out the user only when the user leaves this specific job site.

Regarding the Members section. By default, these are left blank meaning the geofence actions will apply to all users. However, if you want it to apply to specific people within your company, you can go ahead and choose those individuals. You can choose those people and you can also deselect them that way it only applies to the people that you've chosen to have this apply to.
These settings are very important to get right. And once you have that you can go ahead and hit the Save button to save your changes.

Setting up the mobile app 📲
Next, we're going to do is to ensure that the mobile app is correctly set up. Each employee will need to make sure they are logged in to the app.

The first thing you want to do is to ensure that your phone has the correct location setting. To do this we will need to go to the Settings app on the iPhone and give the Timeero app the proper permission, which is Always.
We will also want to make sure the precise location is turned on.



We will head back to the Timeero app to ensure we also have the correct Automatic Clock in settings right. Let's head over to the settings portion of the Timeero app and choose Automatic Clock In/Out.

By default it is turned on and the work days are set from Monday to Friday. What this means is that automatic clock in/out through geofencing will only happen during the weekdays between 8am and 6pm. These settings can be configured to suit the user's needs. Because this is being recorded over on a Saturday, I will turn on the Saturday option.



Watch the full video above for a full walkthrough.
If you have any questions about automatic clock in and out, you can check our troubleshooting article or reach out to our support team.
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