How to Set Geofencing for Your Account

Geofencing is a powerful feature that can help you manage employee locations and improve security within your organization. You can set up geofencing either at the employee level depending on your needs.

How to Create a Geofence Site

The Geofence Site feature allows users to define boundaries for location-based tracking, enhancing efficiency and accountability.

Steps to Create a Geofence Site

1. Navigate to the Sites Dashboard.
   • Go to Dashboard > Sites > Add Site.
     
2. Enter the Site Address
   • In the top-left corner of the map, enter the site address.
   • The site will automatically appear on the map.
3. Draw the Site Boundary
   • Click on the polygon tool in the top-right corner of the map.
   • Use the tool to draw the site boundary by clicking on the map to outline the area.
4. Add Site Details
   • In the top-left box, fill in the following details:
     • Site Name: Enter the site name.
     • Site Code: Provide a unique site code.
       
5. Assign the Site to Employees (Optional)
   • To assign the site to all employees, toggle the Assign to Employees button.
6. Save the Site

Click on Add Site to complete the process.

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Your geofence site is now successfully created and ready for use. This feature streamlines location-based management and improves tracking accuracy.

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Enable Geofencing at the Employee Level:

a. Log in to your NextGen account.

b. Access the Employee Menu: On the left side of the dashboard, you’ll find the “Employee” menu. Click on it to proceed.

c. Select an Employee: From the list of employees, click on the name of the employee for whom you wish to activate geofencing.

d. Configure Mobile/Web App Login: Within the employee’s profile, navigate to the “Mobile/Web App Login” section.

e. Enable Geofencing: Look for the option labeled “Enforce Geo Fencing” and turn it on. Be sure to save your changes.

Advantages of Geo-Fencing Features:

Geo-fencing is a powerful feature with several advantages, particularly for ensuring security and productivity in the workplace. Here are some key benefits:

1. Enhanced Security: Geo-fencing restricts employee logins to authorized locations, preventing unauthorized access from outside the designated area. This security measure ensures that only authorized personnel can access sensitive company information.
2. Increased Accountability: For on-site employees, it prevents them from logging in from locations like the parking lot, ensuring that they are working within the designated workspace. This promotes better accountability and discourages time theft.
3. Remote Employee Productivity: Geo-fencing is not limited to on-site employees; it’s also valuable for remote workers. It allows organizations to track and verify that remote employees are working from their designated remote locations. This fosters trust and ensures remote employees remain productive.
4. Efficient Resource Allocation: Companies can better allocate resources by monitoring and managing the movements of on-site employees. Geo-fencing helps in optimizing staff distribution and time management.
5. Compliance and Reporting: Geo-fencing features provide valuable data for compliance and reporting purposes. This data can be used to track attendance, location-based tasks, and other metrics, making it easier to meet regulatory requirements and generate insightful reports.
6. Cost Reduction: By preventing unnecessary access and tracking the location of employees, businesses can reduce operational costs associated with unproductive hours, unauthorized access, and potential security breaches.
7. Time Management: Geo-fencing encourages employees to be punctual and spend their work hours more efficiently. It discourages tardiness and ensures that employees spend their working hours in productive activities.

In summary, geofencing features offer a range of advantages, from productivity to effectively managing remote employees. They enable organizations to protect sensitive data, streamline operations, and enhance overall efficiency.