Shift Location
Shift Location
You can associate shift assignments with locations using the Shift Location feature in ERPNext. This allows you to specify the precise physical location of a shift and, if needed, restrict where employees can check in to a specific area.
Geofencing may be utilized by defining a check-in radius around the location. This makes sure that workers can only record their attendance when they are actually in the right area. This is especially useful for people who work in the field, at a branch, or in jobs that require them to be on-site to make sure that rules are followed.
1. Setting up a shift location
To create and set up a new shift location:
To access the form, click "Add Shift Location" from the shift locations list.
Assign a clear and descriptive name to the site so managers and staff can easily locate it.
To use geofencing, you first need to enable Allow Geolocation Tracking under HR Settings. This option enables GPS-based tracking for all system-wide check-ins on attendance.
You may adjust the Check-in Radius, Latitude, and Longitude to specifically define the geofenced region after it is activated.
You can also press the Fetch Geolocation button to automatically take the device's current location. This will accelerate the setup process.
You can include more details, such as operating notes or a site description, to make the location configuration more informative for administrators.
Click Save to save your Shift Location setting and make it available for shifts to be assigned.
2. How Geofencing Works
Before geofencing can begin to function, you must assign the employee's shift to a Shift Location with geofencing enabled.
The system rechecks the employee's device location continually after it has been assigned during the check-in process.
If a worker attempts to check in remotely from outside the Check-in Radius for the Shift Location, the system will display an error message and prevent the check-in from being logged.
This ensures that employees are in the correct place when they record attendance and that attendance logs remain accurate.
This approach assists companies with location-based compliance requirements and provides them with additional control over attendance and less chance of individuals checking in remotely or fraudulently.
It is particularly beneficial for tasks required on a customer's site, for employees who are dispersed, and for companies where having an on-site presence is significant, such as retail, construction, and logistics.
