Set up basic employee questions

Learn how to configure basic employee sign in questions. You need the Administrator user role to access these settings

How basic questions work

Most questions have options for:

  • Activate – enables the question.
  • Required – question cannot be skipped during the sign-in process. 
  • Answer share – includes the answer in the host’s arrival notification email.

Options that do not have these are settings for questions, rather than questions themselves. These include:

  • Badge Pass Rules - used to set the conditions for printing an employee badge pass.
  • Token options - there are several options here for the various questions you can ask when an employee signs in with a token.

And these options are either enabled or disabled only:

  • Photo Capture
  • Bypass summary screen

Some questions will prompt further options to be configured. Details on these are included below.

Once activated, click on the Advanced Options icon to manage where they are activated and required including:

  • Kiosk – applies by default to all new kiosks. You can customize what questions are asked at specific kiosks using the Kiosk Question Rules.
  • Sign In/Out Manager – applies when signing employees in through the Sign In/Out Manager.
  • WolMobile – applies to employees signing in through WolMobile. If required, contractors will not be able to sign in automatically.

Access basic employee questions

  1. Go to Locations, then select the location from the drop-down list.
  2. Select Sign In/Out Questions.
  3. Select the Employees tab.

    Basic-Questions-Employee.png
  4. Choose one of the sub-tabs: 

Visit Options - get more details around each visit

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Host Selection – Activating will ask the employee if they are visiting someone today. If yes, the next question will ask them to enter their host’s name. Selecting ‘Required’ will skip straight to entering the host’s name.

Host Selection For Select whether you want all employees or only global roamers to select a host.

Area/Zone Selection – The options displayed will be the zones connected to the selected access point. If there’s only one connecting zone, this question will be skipped.

Area/Zone Selection Other – Employee can select ‘other’ to enter their answer in a free text field. This is treated as part of ‘Any Zone’ in Kiosk Question Rules.

Health and Safety - identify who needs assistance in an emergency

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Evacuation Assistance - Asks if help would be needed in an evacuation.

Expected Duration On-site - The answer can be used as a trigger to send a notification if someone is past their expected finish time.

Working Alone - Identifies who will be working at risk.

Safety Operator - Employees can select a person to be their safety operator. You’ll need to have tagged employees and/or contractors with the 'Safety Operator' role to use this.

Photo Capture - add a photo to an employee's sign in record

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Photo Capture - Activate to take an employee's photo when they sign in.

Photo Capture Frequency - How often a photo of an meployee should be taken. 

Photo Retention Policy - How long an employee's photo is to be stored on our servers.

Privacy Statement - This will display a disclaimer statement below the photo capture field. Automatically applies to all Kiosks in a location with Photo Capture enabled.

Token Options - manage settings for signing in with a token

This section will only be visible if you have activated the Identity Manager add-on. 

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Do Not present any questions. Simple Tag on, Tag off - If this option is selected, you will also have the option of enabling Quick Scan (see below). 

Quick Scan Tokens and Background Sync - This only appears if the above option is enabled. This setting speeds up sign-in by switching your Kiosk into a background sync mode, gradually sending information to WhosOnLocation instead of syncing before allowing the next person to scan in/out. 

If Quick Scan mode is enabled your sign in/out data may be slightly delayed as the information is being synced with WhosOnLocation.

Present Basic Questions - Displays basic questions that have been enabled for employees.

Present Custom Questionnaires - Displays custom questionnaires that have been activated on the Kiosk for employees.

Present Acknowledgement Notices - Displays any Acknowledgement Notices created for employees.

Badge Pass Rules - manage settings on when a pass will print

You must have an Employee Badge Pass Template created in your account to use this section.

QM-Employees-Badge-tab.png

Click here for full instructions on How To Set Up Rules and how they work.

Alcolizer - breathalyze employees as they come on-site

You will need to have enabled the Alcolizer integration for your location to see this section. 

QM-Employees-Alcolizer-tab.png

Include Breath Test – asks the employee to take a breath test using the Aloclizer unit during sign in.

Alcolizer Screen Instruction – Customize the instructions for your location to say where the unit is located, how it should be used, and/or why you require this.

Other options

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Bypass Summary Screen - Skip the screen that confirms the employee's answers when signing in at the Kiosk.