How to Set Up Job Fencing

Fingercheck lets administrators restrict where employees are able to punch in and what jobs they can punch in for.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

Fingercheck lets administrators restrict where employees are able to punch in and what jobs they can punch in for. When punch attempts occur outside a specified perimeter, Fingercheck can conveniently alert managers of the incident via notification by text, email, and push notification.

You can set up job fencing with these methods:

  • Job site (the most common method): Allows your employees to punch in from any job site.

  • Specific geographical location: A specific location is fenced. This option is good for a business with a singular location.

  • Specific job site list: Allows your employees to punch in to specific jobs that you designate and are allowable to them (through the job fencing rules in the job fencing policy).

  • Scheduled job (not common): Allows your employees to punch in to jobs that they are scheduled on specific day.

  • Restrict consecutive punches: restricts your employees to wait a set amount of time before they can punch in or out.


Prerequisites for job fencing

Before you set up a job fencing policy, you must have jobs created so that Fingercheck knows which job sites to fence. Make sure that a location is included for the jobs. For more information, see How to Create a Job.

Note: This prerequisite is not required if you are creating a SpecifiedGEOLocation job fencing policy.


Set up job fencing by JOB SITE

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Policies > Job Fencing Policies.

  3. Click Add.

    The Job Fencing Details appear.

  4. From the Job Fencing Type drop-down list, select ValidJobSite.

  5. Complete the rest of the fields, which are defined at the end of this procedure.

  6. Click Save to save the job fencing policy.

  7. Apply the policy to your employees' master profile.

When creating job fencing by specific geographical location, complete the fields for step 5 above as described in the following table.

Field

Description

Code

An abbreviated name for the policy.

In combination with the Description field, this makes up the full name of the policy as displayed in other areas of Fingercheck.

Description

A short descriptive name for the policy.

Job Fencing Type

Select ValidJobSite to restrict punches to a location you specify in the Location field.

Location

Not required.

The location is determined by the Job, which is set in SETUP > Company > Jobs. See How to Create a Job.

Perimeter Radius

Enter the perimeter radius (in miles) within which employees can punch in.

0.2 is recommended for most office sites. Larger sites might need a larger perimeter such as 0.5 or 1.

Outside Perimeter

Sets how punches outside the perimeter are treated. The options are:

  • None

  • Accept

  • DoNotAccept

  • AcceptAndNotify

  • DoNotAcceptAndNotify

If you select one of the Notify options, you must select an option from the Alert Policy field below.

Alert Policy

If you selected AcceptAndNotify or

DoNotAcceptAndNotify for the Outside Perimeter, select the alert policy you want to relate to this job fencing policy.

Options in this drop-down list are fed from the SETUP tab > Policies > Alert Policies. For more information, see How to Create an Alert for Missed In Punches

Note: For job fencing alerts, you only need to complete the Alert Policy Information section. You can ignore the Push Notification User Selection and Alert Rules sections.

Enable Location Tracking

Select this option to enable location tracking of the employee's phone. Then, select an option from Location Change Action below.

Location Change Action

If you selected Enable Location Tracking, select what happens when the employee goes outside of the job fencing perimeter. The options are:

  • NotifyEmployee: Sends an automated email to the employee.

  • TriggerAlert: Sends the alert you selected in the Alert Policy field above.

  • ClockOut: Clocks the employee out.

  • ClockOutAndTriggerAlert: Clocks the employee out and triggers the alert you selected in the Alert Policy field above.


Set up job fencing by SPECIFIC GEOGRAPHICAL LOCATION

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Policies > Job Fencing Policies.

  3. Click Add.

    The Job Fencing Details appear.

  4. From the Job Fencing Type drop-down list, select SpecifiedGEOLocation.

  5. Complete the rest of the fields, which are defined at the end of this procedure.

  6. Click Save to save the job fencing policy.

  7. Apply the policy to your employees' master profile.

When creating job fencing by specific geographical location, complete the fields for step 5 above as described in the following table.

Field

Description

Code

An abbreviated name for the policy.

In combination with the Description field, this makes up the full name of the policy as displayed in other areas of Fingercheck.

Description

A short descriptive name for the policy.

Job Fencing Type

Select SpecifiedGEOLocation to restrict punches to a location you specify in the Location field.

Location

Specify a location. Simply enter an address, and select the address from the options that appear.

Perimeter Radius

Enter the perimeter radius (in miles) within which employees can punch in.

0.2 is recommended for most office sites. Larger sites might need a larger perimeter such as 0.5 or 1.

Outside Perimeter

Sets how punches outside the perimeter are treated. The options are:

  • None

  • Accept

  • DoNotAccept

  • AcceptAndNotify

  • DoNotAcceptAndNotify

If you select one of the Notify options, you must select an option from the Alert Policy field below.

Alert Policy

If you selected AcceptAndNotify or

DoNotAcceptAndNotify for the Outside Perimeter, select the alert policy you want to relate to this job fencing policy.

Options in this drop-down list are fed from the SETUP tab > Policies > Alert Policies. For more information, see How to Create an Alert for Missed In Punches

Note: For job fencing alerts, you only need to complete the Alert Policy Information section. You can ignore the Push Notification User Selection and Alert Rules sections.

Enable Location Tracking

Select this option to enable location tracking of the employee's phone. Then, select an option from Location Change Action below.

Location Change Action

If you selected Enable Location Tracking, select what happens when the employee goes outside of the job fencing perimeter. The options are:

  • NotifyEmployee: Sends an automated email to the employee.

  • TriggerAlert: Sends the alert you selected in the Alert Policy field above.

  • ClockOut: Clocks the employee out.

  • ClockOutAndTriggerAlert: Clocks the employee out and triggers the alert you selected in the Alert Policy field above.


Set up job fencing by SCHEDULED JOB SITE LIST

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Policies > Job Fencing Policies.

  3. Click Add.

    The Job Fencing Details appear.

  4. From the Job Fencing Type drop-down list, select ScheduledJobSiteList.

  5. Complete the rest of the fields, which are defined at the end of this procedure.

  6. To create rules for your job fencing policy (**********************************This section designates which jobs the employees will have available as an option.):

    1. Scroll down to the Job Fencing Rules section, and click Add.
      The Add Job Fencing Rule pop-up window appears.

    2. From the Job drop-down list, select a job.
      Options in this drop-down list are fed from the SETUP tab > Company > Jobs. For more information, see How to Create a Job.

    3. In the Perimeter Radius field, enter the radius in miles.
      0.2 is recommended for most office sites. Larger sites might need a larger perimeter such as 0.5 or 1.

    4. Click Apply.

  7. Click Save to save the job fencing policy.

  8. Apply the policy to your employees' master profile.

When creating job fencing by specific geographical location, complete the fields for step 5 above as described in the following table.

Field

Description

Code

An abbreviated name for the policy.

In combination with the Description field, this makes up the full name of the policy as displayed in other areas of Fingercheck.

Description

A short descriptive name for the policy.

Job Fencing Type

Select SpecifiedJobSiteList to restrict punches to the job sites you specify in the Job Fencing Rules section. (See step 7 above.)

Location

Not required.

The location is determined by the job sites you specify in the Job Fencing Rules section.

Perimeter Radius

Not required.

The radius is determined by the job sites you specify in the Job Fencing Rules section.

Outside Perimeter

Sets how punches outside the perimeter are treated. The options are:

  • None

  • Accept

  • DoNotAccept

  • AcceptAndNotify

  • DoNotAcceptAndNotify

If you select one of the Notify options, you must select an option from the Alert Policy field below.

Alert Policy

If you selected AcceptAndNotify or

DoNotAcceptAndNotify for the Outside Perimeter, select the alert policy you want to relate to this job fencing policy.

Options in this drop-down list are fed from the SETUP tab > Policies > Alert Policies. For more information, see How to Create an Alert for Missed In Punches

Note: For job fencing alerts, you only need to complete the Alert Policy Information section. You can ignore the Push Notification User Selection and Alert Rules sections.

Enable Location Tracking

Select this option to enable location tracking of the employee's phone. Then, select an option from Location Change Action below.

Location Change Action

If you selected Enable Location Tracking, select what happens when the employee goes outside of the job fencing perimeter. The options are:

  • NotifyEmployee: Sends an automated email to the employee.

  • TriggerAlert: Sends the alert you selected in the Alert Policy field above.

  • ClockOut: Clocks the employee out.

  • ClockOutAndTriggerAlert: Clocks the employee out and triggers the alert you selected in the Alert Policy field above.


Set up job fencing by SCHEDULED JOB

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Policies > Job Fencing Policies.

  3. Click Add.

    The Job Fencing Details appear.

  4. From the Job Fencing Type drop-down list, select ScheduledJob.

  5. Complete the rest of the fields, which are defined at the end of this procedure.

  6. Click Save to save the job fencing policy.

  7. Apply the policy to your employees' master profile.

When creating job fencing by specific geographical location, complete the fields for step 5 above as described in the following table.

Field

Description

Code

An abbreviated name for the policy.

In combination with the Description field, this makes up the full name of the policy as displayed in other areas of Fingercheck.

Description

A short descriptive name for the policy.

Job Fencing Type

Select ScheduledJob to restrict punches to the location specified in the schedule for the employee.

Location

Not required.

The job location is specified by the schedule.

Perimeter Radius

Enter the perimeter radius (in miles) within which employees can punch in.

0.2 is recommended for most office sites. Larger sites might need a larger perimeter such as 0.5 or 1.

Outside Perimeter

Sets how punches outside the perimeter are treated. The options are:

  • None

  • Accept

  • DoNotAccept

  • AcceptAndNotify

  • DoNotAcceptAndNotify

If you select one of the Notify options, you must select an option from the Alert Policy field below.

Alert Policy

If you selected AcceptAndNotify or

DoNotAcceptAndNotify for the Outside Perimeter, select the alert policy you want to relate to this job fencing policy.

Options in this drop-down list are fed from the SETUP tab > Policies > Alert Policies. For more information, see How to Create an Alert for Missed In Punches

Note: For job fencing alerts, you only need to complete the Alert Policy Information section. You can ignore the Push Notification User Selection and Alert Rules sections.

Enable Location Tracking

Select this option to enable location tracking of the employee's phone. Then, select an option from Location Change Action below.

Location Change Action

If you selected Enable Location Tracking, select what happens when the employee goes outside of the job fencing perimeter. The options are:

  • NotifyEmployee: Sends an automated email to the employee.

  • TriggerAlert: Sends the alert you selected in the Alert Policy field above.

  • ClockOut: Clocks the employee out.

  • ClockOutAndTriggerAlert: Clocks the employee out and triggers the alert you selected in the Alert Policy field above.


Set up job fencing by RESTRICT CONSECUTIVE MINUTES

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > Policies > Job Fencing Policies.

  3. Click Add.
    The Job Fencing Details appear.

  4. From the Job Fencing Type drop-down list, select RestrictConsecutiveMinutes.

  5. Complete the rest of the fields, which are defined at the end of this procedure.

  6. Click Save to save the job fencing policy.

  7. Apply the policy to your employees' master profile.

When creating job fencing by specific geographical location, complete the fields for step 5 above as described in the following table.

Field

Description

Code

An abbreviated name for the policy.

In combination with the Description field, this makes up the full name of the policy as displayed in other areas of Fingercheck.

Description

A short descriptive name for the policy.

Job Fencing Type

Select RestrictConsecutiveMinutes to restrict employee punches to a half-hour.

Location

Not required.

The job location is specified by the schedule.

Length of time (minutes)

Enter the number of minutes within which employees can punch in/out.

30 is recommended for most cases.

Outside Perimeter

Sets how punches outside the perimeter are treated. The options are:

  • None

  • Accept

  • DoNotAccept

  • AcceptAndNotify

  • DoNotAcceptAndNotify

If you select one of the Notify options, you must select an option from the Alert Policy field below.

Alert Policy

If you selected AcceptAndNotify or

DoNotAcceptAndNotify for the Outside Perimeter, select the alert policy you want to relate to this job fencing policy.

Options in this drop-down list are fed from the SETUP tab > Policies > Alert Policies. For more information, see How to Create an Alert for Missed In Punches

Note: For job fencing alerts, you only need to complete the Alert Policy Information section. You can ignore the Push Notification User Selection and Alert Rules sections.

Enable Location Tracking

Select this option to enable location tracking of the employee's phone. Then, select an option from Location Change Action below.

Location Change Action

If you selected Enable Location Tracking, select what happens when the employee goes outside of the job fencing perimeter. The options are:

  • NotifyEmployee: Sends an automated email to the employee.

  • TriggerAlert: Sends the alert you selected in the Alert Policy field above.

  • ClockOut: Clocks the employee out.

  • ClockOutAndTriggerAlert: Clocks the employee out and triggers the alert you selected in the Alert Policy field above.


Add the policy to the master profile

  1. Click the Setup tab > System > Master Profiles.

  2. Select the profile to which you want to apply your job fencing policy.

  3. From the Job Fencing Policy drop-down list, select the policy.
    Make sure this profile applies to the employees you want to set job fencing up for.

  4. Click Save.

    For more information, see How to Set up a Master Profile.


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