Set up OnLocation Mobile auto sign-in/out

Learn how to set up automatic sign-in/out for your OnLocation Mobile users. You need the Administrator user role to access these settings.

OnLocation Mobile can automatically sign your employees and contractors in/out of a location using their smartphone’s geolocation. To use this feature, you’ll need to enable auto sign in/out, configure the sign in/out settings for your users, and configure a geofence. 

About auto sign in/out

Auto sign in/out uses a geofence to detect a user's proximity to their location. Once users cross the geofence, they're automatically signed in or out.

Choose how you'd like your users to sign in/out: 

  • Enabled – When the user is detected entering or leaving the location, they will be signed in/out automatically and sent a push notification confirming their presence status.
  • Prompt Only – When the user is detected entering or leaving the location, they will be sent a notification prompting them to sign in/out. They can tap on the notification to either sign in or out.
  • Disabled – The user will not be automatically signed in/out. With this option, if you still require users to sign in/out using their OnLocation Mobile, they can do so using the manual sign in/out function. This relies on their ability to remember to do so. 

The auto sign in/out settings you enable here are the default settings for all OnLocation Mobile users, but users can change the option on their smartphone to a lower level. 

All your employees and contractors need to do is download the OnLocation Mobile app from the App Store (iOS) or Google Play Store (Android) and allow location permissions. When entering and exiting the workplace, their presence will be automatically recorded.

Before you start

Make sure your location address is correct using the Google address verifier. This is used to tell your users how far away from a location they are and to create a geofence automatically. 

Check your address in the Location Details screen

Enable auto sign in/out

To access auto sign in/out settings:

  1. Go to Locations, then select the location from the drop-down list.
  2. Select OnLocation Mobile.
  3. Select the Auto Sign-In/Out tab.
  4. To enable auto sign in/out, set the status to Yes.
  5. Enable the sign in option you wish to make available to your employees and contractors. For each person type, select Enabled, Prompt Only, or Disabled.
  6. Enable the sign out option you wish to make available to your employees and contractors. For each person type, select Enabled, Prompt Only, or Disabled.
  7. Configure a geofence.
  8. (Optional) Set up Bluetooth beacons
  9. Click Save.

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Next step: Invite your users to use OnLocation Mobile. They'll receive an email or text message with an activation code.