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Setting Up Geofences For Jobs

Ensure that your employees are clocking in/out at the correct locations.

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Jobs are required for geofencing.  To turn on jobs, go to Company Settings > General and turn on Require all users to select a job to clock in.

First, make sure your users have location tracking turned on.  

  1. In the web portal go to Users. 
  2. Select the box next to any employees that you want to use geofencing for. 
  3. At the bottom of the page and click on the Track/Untrack Location button, then select Track location for all selected users on the prompt that appears. 
  4. Click Save.

bulk track users

Now, create the geofence:

  1. Click on Jobs & Tasks in the web portal.
  2. Click on the Update Job pencil edit update icon located to the right of the job name.
  3. Switch to the Location Details tab at the top of the page.
  4. Under the job address, click on Check box to reposition address on map.  A pin will be placed on the map.  The pin should populate correctly according to the address entered.  If needed, click & drag that pin to the exact job location on the map.
  5. Under the map, check the box next to Require Geofencing
  6. Click & drag the bar under the map to adjust the geofence size.  The geofence boundary cannot be set to less than 100 meters, as recommended by Apple and Google to ensure accuracy. 
  7. To save all settings, click on the Update Job button

Set up notifications to clock in or out:

Once employees arrive inside the geofence, Timeero can send them a notification reminder to clock in.  And when employees depart the geofence, Timeero can send them a notification reminder to clock out.  Follow these steps to turn that on.

  1. Go to Company Settings > General.
  2. Turn on Allow automatic clock in/out reminders based on location, then save your changes.
  3. Go to Jobs & Tasks.
  4. Click on the Pencil Icon pencil edit update icon to the right of the job name.
  5. Locate Geofence Actions at the bottom of the page and select the employees you would like the actions to apply to.
  6. On the right, select what actions you want to occur when your employees arrive or depart the geofence.

geofence notifications

You can also block all employees from clocking in outside of the geofence:

By default, a flag will show up on an employee's timesheets if they clock in or out outside of a geofence. If flags are not enough, you can turn on a setting that will block employees from being able to clock in if they are outside of the geofence boundary.

  1. Go to Company Settings > General.
  2. Turn on Require users to be within geofence to clock in.
  3. Click Save.

With this setting, employees who try to clock in before entering the geofence will receive this message and be blocked from clocking in:

File (9)

 

Employees will still be able to clock out from anywhere, but it will flag their timesheet to let you know when they clock out outside of the geofence boundary.

Troubleshooting steps if geofencing is not working as expected:

  • Make sure that all employees have checked their Tracker Checklist and that it is set to 100%.
  • Airplane mode must be off.
  • Check the geofence size and location to confirm that the location is accurate.
  • Some carriers may block voice and data usage at the same time, meaning you may not get updates if you are using your phone.  
  • If your geofence were working previously and are no longer, try reopening the Timeero app and going to Settings > Tap to manually sync to make sure it is up to date with the web portal.

If none of the options above have worked, try restarting your device or reinstalling Timeero.