Site

Site Management

This module allows you to define and manage your company's physical work locations. It is primarily used to set up geographic boundaries (geofences) so the system knows exactly where your employees are allowed to clock in and out for their shifts.

When Do I Use This?

• When opening a new branch or office and you need to add it to the system.
• When setting up a temporary project site or client location where employees will be working.
• When you need to adjust the allowed check-in area (radius) for an existing location because employees are having trouble clocking in via GPS.
• When closing an old location and you need to deactivate it.

How To Use

Adding a New Work Site

1. Go to the Sites module from your main menu.
2. Click the + New button.
3. Enter the Name and a short Code for the location.
4. Provide the Latitude and Longitude of the building.
5. Set the Allowed Radius Meters (the acceptable distance around the coordinates for clocking in).
6. Ensure the Active box is checked so employees can use it.
7. Click Save.

Deactivating a Site

If a location is permanently closed or a temporary project has ended, you should deactivate it rather than delete it. This preserves historical attendance records.

1. Open the site record you wish to close.
2. Uncheck the Active box.
3. Click Save.

Field Descriptions