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 - Questions must be completed during the sign-in process.
- Host notification - Includes the answer in the host’s arrival notification email.
Options that do not have these settings include:
- Badge Pass Rules - Set the conditions for printing an employee badge pass.
- Token options - There are several options for the questions you can ask when an employee signs in with a token.
These options are either enabled or disabled only:
- Photo Capture
- Bypass summary screen
Some questions will prompt further configuration options. Details on these are included below.
Once activated, click on the advanced options arrow to manage where they are activated and required, including:
- Kiosk - This 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 - This applies when signing employees in through the Sign In/Out Manager.
- OnLocation Mobile - This applies to employees signing in through the mobile app and only displays if the mobile app is enabled.
- Remote - This applies when an employee signs in to work remotely. This only displays if you have remote working enabled at this location.
- Scheduling - These questions display when an employee confirms their schedule on OnLocation Mobile. They only display if the Employee Scheduling add-on is enabled.
Access basic employee questions
- Go to Locations, then select the location from the drop-down list.
- Select Sign In/Out Questions.
- Select the Employees tab.
- Choose one of the sub-tabs:
Visit Options - get more details about each visit
- Host Selection - Activating will ask the employee if they visited 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.
- Workspace Selection - This question displays if the Desks and Spaces add-on is enabled. Employees can choose a workspace when they sign in or confirm their schedule.
- Area/Zone Selection Other - Employees 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
- Evacuation Assistance - Asks if help would be required for an evacuation.
- Expected Duration On-site - The answer can be used as a trigger to send a notification if someone is past their scheduled finish time.
- Working Alone - Identifies who will be working at risk.
- Safety Operator - Employees can select a person to be their safety operator. You must assign employees and/or contractors with the Safety Operator user role to use this.
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.
- 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).
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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 OnLocation 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 OnLocation. - Present Basic Questions - Displays basic questions that have been enabled for employees.
- Present Custom Questionnaires - Displays custom questionnaires activated on the kiosk for employees.
- Present Acknowledgment Notices - Displays any acknowledgment notices created for employees.
Badge Pass Rules - manage settings on when a pass will print
You must create an Employee Badge Pass Template in your account to use this section.
Learn how to set up rules for badge passes.
Alcolizer - breathalyze employees as they come on-site
You must have enabled the Alcolizer integration for your location to see this section.
- Include Breath Test - Ask 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 why you require this.
Other options
Bypass Summary Screen - Skip the screen that confirms the employee’s answers when signing in at the kiosk.