Steps: Set Up Geofences for Mobile Time Entry
You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:
- Select your profile avatar on Workday Community.
- SelectProfile.
- On your profile page, select your organization's name, which is beneath your name and next to your job title.
- View yourSubscription Service Agreementvalue.
If the value is:
- UMSA, the feature is automatically available. You can skip theEnable Innovation Services Feature and AI Data Contributions for MSA Customersstep. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.
- MSA, you must enable this feature through Innovation Services using theEnable Innovation Services Feature and AI Data Contributions for MSA Customersstep.
Note: UMSA customers don't have Innovation Services tasks and reports in their tenants as these are for MSA customers only. UMSA customers can ignore all information regarding Innovation Services.
- Create time entry templates.
- Security:Set Up: Time Trackingdomain in the Time Tracking functional area.
You can create geofences to restrict workers from checking in or out of work while using the Workday mobile app or the Workday browser application outside of a defined location. When you use Workday Scheduling, you can ensure workers only check in and out on mobile from the location where they're scheduled to work. You can configure 1 or more geofences for each time entry template. Workers are assigned geofence locations based on time entry template eligibility.
Example: You want to configure geofences that apply to the IT Organization. On the IT Organization time entry template, you add geofences for the San Francisco and San Jose locations. Members of the IT Organization can only check in to work from their mobile devices when they are within the San Francisco or San Jose geofences.
You can't enable this feature when you enable worker edits to the
Check In
or Check Out
tasks.- Enable Standard Mobile Check-In.
- Access theEdit Tenant Setup - HCMtask.
- In theTime Trackingsection, select theEnable Standard Mobile Check-Incheck box.
- Enable mobile check-in and check-out in your tenant.
- Access theEdit Tenant Setup - Systemtask.
- In theMobilesection, clear theDisable Check In/Out on Mobilecheck box.
- Enable location services in your tenant.
- Access theEdit Tenant Setup - Systemtask.
- In theLocation Servicessection, clear theDisable Location Servicecheck box.When you enable geofences, Workday prompts workers to enable location services on their mobile device.
- Configure geofences.
- Access 1 of these tasks:
- Create Time Entry Template
- Edit Time Entry Template
- (Optional) To configure geofences by scheduled shift location, select theEnable Workday Schedulingcheck box.
- On theNoneffective-Datedtab, expand theLocation Settingssection.
- Add a row to create a geofence for each location.Workers you assigned to this time entry template will be able to check in and out from all the locations you add.You can select from existingLocationvalues that include latitude and longitude. When you select an existing location, theLatitudeandLongitudefields aren't editable from the time entry template.You can use theView Locationreport to modify the latitude and longitude for an existing location.You can also create a geofence for a new geographic location by entering customLatitudeandLongitudevalues.
- Define the length of theRadiusfor each geofence.Workday recommends making each radius greater than 100 meters to improve the functionality of the geofence. The accuracy of geofences is dependent on device hardware and the core location API functionality in the operating system.
- (Optional) To configure geofences by scheduled shift location, select theEnable Geofences by Scheduled Shift Locationcheck box.To select this check box, theLocationworktag type must be included in theSchedulingsection on theMaintain Worktag Usagereport.You can also set thresholds of up to 120 minutes for check-in and check-out.
- (Optional) Display a geofence map for workers on theCheck In/Outtask.On theInnovation Services and Data Selection Opt-Inreport, on theAvailable Servicestab in theCross Application Servicescategory, select theThird-Party Map Servicecheck box.You might need to take additional steps to enable this feature depending on your organization's subscription service agreement. For more information, see this Community article.
When a worker attempts to check in or out outside the radius for the geofence, they receive an error message. The error message instructs them to move closer to their work location before attempting to check in or out. If you enable the
Third-Party Map
service, the worker can view a real-time map that displays their location relative to their work location.You can use the
Time Clock History
report to view successful check-in and check-out events for a worker. Workday doesn't store location information in the report.