Employee Settings

You can configure various sign-in/sign-out options, and give permissions to customize route plans and day plans for an employee.

Label Description
Allow Employees To Add Customers In Route Through Mobile App Allows the field executives to add the route plan from the app.
Allow Employee To Sign In Only In Work Location WithIn Allows you make it mandatory to sign-in at the client's place only within the defined radius
Enforce capturing sign out Form while signIng in, if missed due to auto sign out Allows you to capture a form even when an auto-sign out happens on the previous day
Try Geo Tagging Activities For Allows you to restrict check-in to the same customer until a defined duration is elapsed after check-out.
Activity Geo Tagging Settings Allows you to configure different location services conditions for an employee to perform activities in the mobile app.
Try fetching location using alternate provider Allows you to rely on the location services of other location providers if the Track and Sync settings are not available.
Enforce Activity Geo Tagging Settings Allows you to hide the location fetching dialogue in the mobile app.
Force Employee to wait while geo tagging the Form Allows you to force the user to wait until location fetching is done. The form is not geotagged if the location is failed to fetch.
Geo Tagging Accuracy For Activities Allow you configure location accuracy.
Enable Adding Customers To Day Plans Allows you to enable employees to add customer to a day plan
Enable Deleting Customers From Day Plans Allows you to enable employees to remove customer from the day plan.
Note:

This setting is applicable from on or higher versions of android Mobile app 4.0.12, iOS Mobile app 4.0.5

Enable Deleting The Entire Day Plan Allows you to enable employee to delete day plans
Note:

This setting is applicable from on or higher versions of android Mobile app 4.0.12, iOS Mobile app 4.0.5

Mark Day Plan Visit Completed By System On Check In To A Customer Allows to automatically mark customer visit as completed when check-in happens at customers location.
Note:

This setting is applicable from on or higher versions of Android Mobile app 4.0.12

Modify Completed Visits In A Day Plan Allows you to enable employees to modify completed visits in a day plan.
Note:

This setting is applicable from on or higher versions of android Mobile app 4.0.12, iOS Mobile app 4.0.5

Complete Past Assigned Routes Allows employee to update and complete past assigned routes.
Complete Future Assigned Routes Allows employee to update and complete future assigned routes.
Enforce Sign-In To Perform All Activities Allows you to enforce employees for a mandatory signin for all activities in a day.
Check-out Customer on Sign-Out Allows a check-in customer to auto check-out if the signout is not done.
Alert Works To Be Performed Before Notifies the employees about Work.
Alert Any Delayed Works To Performed Immediately Notifies the employees about the delay in Work.
Notify when Geo Tagging Is Un Available Notifies the employees about the failure in fetching a location.
Mandatory To Capture Employee Photo At Sign-In Allows you to enforce the employees to capture a selfie at the time of sign-in.
Capture reason for Sign-In Allows you to capture reason for Sign-In.
Restrict Screenshot capture from App Allows you to restrict screen shot capture from App.
Do Not Allow User To Sign-In With Sync Pending Items The mobile app does not allow users to sign in if tems are pending for sync.