Before you can invite employees and contractors you need to have:
- Enabled the OnLocation Mobile integration and
- Configured the general, auto sign in/out, and SOS settings
If you have not configured any settings, you can still grant access to OnLocation Mobile. Without full configuration, they will be able to receive push notifications and general information about your locations.
Pre-invite email
You may like to send your employees and/or contractors an email before sending their invite to let them know what the app is and what's going to happen next.
Here is a template you can use as the base for your email and a PDF attachment:
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Hi there We’re implementing OnLocation Mobile - a mobile app from MRI OnLocation. OnLocation Mobile is an app that enables employees and contractors to sign in and out for work and receive important safety notifications, among other features. What happens next You will receive a separate email from OnLocation containing your invitation and instructions for downloading the app. Please follow the steps to get started. Have questions? We’ve put together the attached guide to provide an overview of what OnLocation Mobile is, what it does, why it’s used, and what it means for you as an employee or contractor. If you have further questions, please don’t hesitate to get in touch. Many thanks Attachment: OnLocation Mobile Employee Guide |
Invite employees
To invite employees to use OnLocation Mobile:
- Go to Locations, then select the location from the drop-down list.
- Select Employees.
From the list you can invite employees individually or in bulk.
Inviting an individual employee
From the employee list:
- Click View next to their name.
- Select OnLocation Mobile from the left-hand menu.
- Click Send Activation.
- Click either Send via Text Message or Send via Email.
You must send the OnLocation Mobile URL invite first. If the employee activates their code first, it will not work.
Inviting employees in bulk
From the employee list:
- Select employees using the checkbox on the right-side in line with their names. Use the # Records button to display more records on one page.
- Click the Run an Action dropdown menu.
- Select Activate OnLocation Mobile.
- Select either the Via Email or Via Text Message option.
- Click Run Action.
Inviting contractors
To invite contractors to use OnLocation Mobile:
- Go to Tools > Contractor Manager.
- Select Members from the left-hand menu.
You can then invite them individually or in bulk.
Invite an individual contractor
From the Members list:
- Click View next to their name.
- Select OnLocation Mobile from the left-hand menu.
- Click Send Activation.
- Click either Send via Text Message or Send via Email.
Invite contractors in bulk
From the members' list:
- Select members using the checkbox on the right side in line with their names. Use the # Records button to display more records on one page.
- Click the Run an Action dropdown menu.
- Select Activate OnLocation Mobile.
- Select either the Via Email or Via Text Message option.
- Click Run Action.
Invite message
The invite message is sent to an employee or contractor so they can use OnLocation Mobile.
Both the email and text message include their OnLocation Mobile code and a unique link. Clicking on the link will either take them to download the app or will load the app and automatically enter the code for them.
SMS
