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. |