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Avanti Go Setup: How To Set Up Schedules and Web Punch

As an administrator, you will need to setup Avanti Go so your employees can view schedules and use their mobile device to punch in and punch out for their shift and breaks.

Schedules and Web Punch are only available to clients with Time and Attendance.

Schedule Overview

Employees can view their schedules to see when they are working next. You can set this up to only display certain schedules. Additionally, you can determine the schedule information that will display. For example, you can display different information for vacation time and regularly scheduled time.

By default, once you add Schedules to the Mobile Menu, all employees can view the following information for all their schedules.

  • Schedule Date
  • Pay Code
  • Position
  • Units & Unit of Measure
  • From/To Time
  • Status
  • Comments
  • Location

If you are satisfied with these defaults, scroll down to the Add Schedules To Mobile Menu section. To change these defaults, refer to the Set Up Schedules section.

Web Punch Behavior Overview

Enable your employees to Check In and Out for work, anywhere they have an internet connection using Avanti Go. 

Avanti Go provides the ability to include or require access to the employees’ location when they punch on their mobile devices. Employees can also use GPS on their device for region monitoring, which will let employees know if they missed checking in or out when they enter or leave the location of their last check in. 

Employees can check in when they start work and check out when they leave work using Web Punch. If you would also like them to be able to check in and out for breaks, they can use Web Punch (With Breaks). 

For more information on setting up location tracking when employees punch on Avanti Go , refer to Set Up Web Punch and Web Punch (With Breaks).

Set Up Schedules

Set up schedules to display the information relevant to your employees with Mobile Time Entry Templates. 

Unique Views can be set up so an employee can view only the information pertinent to that schedule. Each View will be added as a separate menu on Avanti Go. 

If different information is relevant to specific employees, unique schedule templates can be set up for different groups of employees, which will display different information. Additionally, you can ensure only the pertinent schedules display. 

The following guides you through setting up Schedules on Avanti Go:

  • Add Mobile Time Entry Templates to the Menu
  • Create Additional Schedule Views
  • Create Schedule Templates
  • Set Up the Card Display
  • Set Up the Details Display
  • Restrict Access to the Schedule Template
  • Determine Which Schedules Will Display
  • Add Schedules To Mobile Menu

Add Mobile Time Entry Templates to the Menu

The following steps will guide you through adding Mobile Time Entry Templates to the System Menu. If this is already displayed on your menu, skip to the Create Additional Schedule Views section.

Step 1: Select Display Update Menu in System Administration >> System Menu >> System Menu.

Once Display Update Menu is selected, an additional column, Update Menu, will display. The Update Menu displays all the available menu items.

Step 2: Under Web Services >> Installation & Maintenance, Mobile Time Entry Templates may display in red on the Update Menu. If it is, right-click on the item and select Add New in Avanti Menu.

If the Mobile Time Entry Templates Menu is not red, it is already on your menu. Skip to the Create Additional Schedule Views section.

Step 4: Select OK to save your changes. Congratulations! You have added Mobile Time Entry Templates to the menu.

Create Additional Schedule Views

The schedule information that displays on Avanti Go is based on the Views. Each View can have multiple Templates, which can be set up to display different schedule information for different employees.

On Avanti Go, each View will be available in the Menu. When the Menu is selected, the first Template the employee can access will display.

Example: To display different schedule information for upcoming vacation and workdays for an employee, you will need to create two Views, each with a Template.

This section will guide you through creating additional Views so that employees can view different information for different schedules.

By default, a View is available. If you want all schedules to display the same information for each employee, skip to the Set Up the Card Display section.

Step 1: Select Insert in Web Services >> installation & Maintenance >> Mobile Time Entry Templates.

Step 2: Enter a View ID and NameThese are only for identification purposes and will not display on Avanti Go.

Step 3. Select OK.

Congratulations! You have created a View. 

Repeat Steps 1 to 3 if you would like to create another View.

Create Schedule Templates

Schedule Templates determine which schedules display and the information that display for the schedule. Additionally, you can set up which employees can access the Templates.

Please skip to the Set Up the Card Display section if:

  • you have not created additional views
  • you are displaying the same schedules for all employees
  • you are displaying the same schedule information for all employees

You will need to add at least one Template for each View that you created during the Create Additional Schedule Views section.  

Step 1. Select the View you would like to add a template to in Web Services >> Installation & Maintenance >> Mobile Time Entry Templates. Right-click and select Modify.

Step 2. Select Insert on the Templates tab.

Step 3: Enter a Template ID and NameThese are only for identification purposes and will not display on Avanti Go.

Step 4: Repeat Step 2 and 3 to create an additional Templates for this view.

  Each Template can display different schedule information for different groups of employees. An employee can only view one Template per a View on Avanti Go.

Congratulations! You have set up the Templates for this View. Repeat Step 1 to 4 for each View you created during .

You will need to add at least one Template for each View that you created during the Create Additional Schedule Views section.  

Set Up the Card Display

Cards display throughout Schedule to provide a summary of the employee’s schedule. Cards will always display the Schedule:

  • Date
  • Times or Units
  • Status

You can set up Cards to include additional pertinent information from the schedule. Once this additional set up is complete, Cards will appear similar to the following:

Android

iOS

If you do not want additional schedule information displayed on the Card Display, please skip to the Set Up the Details Display section.

Step 1: Determine the information you would like to display. You can include the following information:

    The information will only display if it is on the schedule.

Description Line Options

Values

Description

Position

The ID of the Position selected on the schedule. 

PositionDesc 

The Description of the Position selected on the schedule. 

PayCode 

The ID of the Pay Code selected on the schedule. 

PayCodeDesc 

The Description of the Pay Code selected on the schedule. 

ShiftId 

The ID of the Shift selected on the schedule.

Location

The ID of the Location selected on the schedule. 

LocationDesc 

The Description of the Location selected on the schedule. 

TaskId 

The ID of the Task selected on the schedule. 

TaskIdDesc

The Description of the Task selected on the schedule. 

 

Step 2: Determine what text will display in addition to the information from the schedule.

  This text will display on the card regardless of whether there is any information for the Values.

Step 3: Combine the schedule information with the additional text.

  • Enter the desired values from ‘Values’ in the ‘Description Line Options’ above.
  • To display additional text - such as spaces, hyphens, etc. - add the character to  the setting within single quotes.
    1. A + must separate each section of the text and each value. 

Step 4: On the Templates tab on the View in Mobile Time Entry Templates, add the results from Step 3 into Description Line 1. Select Apply

Step 5: Repeat Step 1 to 3 if you would like to include additional information on another line. Add the results to Description Line 2. Select Apply

Each line will appear similar to the following on Avanti Go.

Congratulations! You have set up the Card Display for this Template. Repeat Step 1 to 5 for each Template that should have a Card Display.

Set Up the Details Display

You can set up each Template to display only relevant information for schedule details. By default, the following fields will display when employees select a schedule in Avanti Go.

  • Schedule Date
  • Pay Code
  • Units
  • Unit Code
  • From/To Time
  • Status

This section will guide you through updating which details you would like to display when an employee selects a schedule on Avanti Go.

Step 1: On the Fields tab on the View in Mobile Time Entry Templates, review the fields that will display. If there is information that should not display, select it, then select Delete

Step 2: Repeat Step 1 for each field you would like to remove from the display.

Step 3: Identify the additional information you would like to display. To display additional schedule information, select Insert on the Fields tab on the View in Mobile Time Entry Templates.

If you do not wish to add any additional information, skip to Step 6.

Step 4: Select the additional information you would like to display on the Field dropdown. Select OK

Step 5: Repeat Steps 3 and 4 until you have added all the information that should display.  

Step 6: Identify any headers that should have an updated header. On the Fields tab on the View in Mobile Time Entry Templates, select the field you would like to update the header for and select Modify

If you wish to display the default headers, skip to Step 9.

Step 7: Update the Custom Header to the text that should be displayed above the information. You can also update the header that will appear when the user logs into Avanti Go on a French device by updating Custom Header Fr, if applicable. Select OK to save. 

    Custom Header Fr is only available for clients with the French Module.

 

Step 8: Repeat Step 6 and 7 for each header you would like to update. 

Step 9: The information will display on Avanti Go in the order the fields appear here. 

To re-arrange the fields, select a field then select   to move the field up or to move the field down on the Fields tab on the View in Mobile Time Entry Templates.

Congratulations! You have set up the Schedule Details Display. Repeat Step 1 to 9 for each Template that should have a different Details Display. 

Restrict Access to the Schedule Template

If this Schedule Template is not relevant to an employee or group of employees, there are three ways to restrict access:

  • Restrict access based on the Employee Profile information
  • Restrict access based on the employee Work Group
  • Restrict access based on the employee’s User Group

This section will guide you through restricting access to the Schedule View. If you would like this Template to display for all employees, please skip to the Determine Which Schedules Will Display section.

Step 1: Determine if you would like to restrict access to the Template based on Employee Profile Information or Work Group.

If you only want to restrict access based on the User Groups, skip to Step 13.

Step 2: On the Criteria tab on the View in Mobile Time Entry Templates, select Define

Step 3: If you are restricting based on the Work Group, select the Employee Work Group tab. Otherwise, skip to Step 4.

Step 4: Select Insert.

Step 5: Select the field that you would like to use to restrict access.

Step 6: Select the limiting circumstance of the filter for the condition from the following options

<                     Less than.

>                     Greater than.

=                     Equal or exactly as.

<=                   Less than or equal to.

<>                   Less or greater than, but not equal.

Like                Includes employees that match the value, when the value has wildcards (*).

Not Like       Excludes employees that match the value, when the value has wildcards (*).

In                    Includes any employees matching one of the values in the list.

Not In           Excludes any employees matching one of the values in the list.

Step 7: Select the value from the list of available options. The employee must match the value based on the conditions to be able to access the Schedule Template.

 

  If the condition is ‘Like’ or ‘Not Like’, characters in the value can be replaced with wild cards (*). The condition will be met if all the characters, except wild cards, match the value.

Step 8: Specify how multiple filter lines relate to the next filter line by selecting either ‘And’ or ‘Or’.

And        Filtered results meet all criteria defined.

Or           Filtered results meet one or the other criteria defined.

   If there are filters on both Work Groups and Employee Profile information, the employee must meet the filters from each to have access.

Step 9: Repeat Steps 3 to 8 until the filter removes all the schedules that should not display.

Step 10: Select Exit.

Step 11: Select Apply to save your changes.

Step 12: Determine if you would like to restrict access to the Template based on the User Groups.

By default, all users will have access to the Template based on User Group. If all users should have access based on User Groups, skip to Step 16.

Step 13: To remove the ability for all users to access the Template, select * in the Selected column on the User Group tab on the View in Mobile Time Entry Templates. Select  to move * to the Available column.

Step 14: To add a User Group that should have access to the Template, select it in the Available column and select  to move it to the Selected column.

Step 15: Repeat Step 14 for each User Group that should have access to the Template.

Step 16: Employees can view the first Template listed that they can access based on restriction. The order is displayed on the Templates tab in Maintain Time Entry Templates. 

   An Employee can only access one Template per View on Avanti Go. The first Template the employee has access to will display, based on the order here.

If you are happy with the order, skip to the Determine which Schedules Entries are Displayed section. 

Step 17: To change the order of the templates, select Priority on the Templates tab of View in Mobile Time Entry Templates.

Step 18: Select the Template you would like to move, then select to move the it up or  to move the it down, until it is in the correct location.

Step 19: Repeat Step 18 until the Templates are in the correct order.

Congratulations! You have completed restricting access to the Schedule Template. Repeat Step 1 to 18 for each Template you do not want all employees to access.

Determine Which Schedules Will Display

You can restrict which schedules will display on Avanti Go based on schedule information. This section will guide you through restricting which schedules will display.

By default, all schedules will display on Avanti Go. If you are satisfied with this behaviour, skip to the Add Schedules To Mobile Menu section.

Step 1: On the Filter tab on the View in Mobile Time Entry Templates, select Define

Step 2: Select Insert.

Step 3: Select the field that will restrict the schedule from displaying.

Step 4: Select the limiting circumstance of the filter for the condition from the following options:

<                     Less than.

>                     Greater than.

=                     Equal or exactly as.

<=                   Less than or equal to.

<>                   Less or greater than, but not equal.

Like                Includes schedules that match the value, when the value has wildcards (*).

Not Like       Excludes schedules that match the value, when the value has wildcards (*). 

 In                   Includes any schedules matching one of the values in the list.

Not In           Excludes any schedules matching one of the values in the list.

Step 5: Specify the value from the available options. For the schedule to display, it must match the value based on the condition.

   If the condition is ‘Like’ or ‘Not Like’, characters in the value can be replaced with wild cards (*). The condition will be met if all the characters, except wildcards, match the value.

Step 6: Specify how the filter line relates to the next filter line by selecting either ‘And’ or ‘Or’.

And        Filtered results meet all criteria defined.

Or           Filtered results meet one or the other criteria defined.

Step 7: Select OK to save the filter.

Step 8: Repeat Steps 2 to 7 until the filter removes all the schedules that should not display.

Step 9: Select Exit.

Step 10: Select OK to save your changes.

Congratulations! You have set up which schedules will display on Avanti Go. Repeat Step 1 to 10 for each Template that should not display all schedules.

Add Schedules To Mobile Menu

The following section will guide you through adding Schedules to the Mobile Menu. You will need to add a menu for each View to display on Avanti Go.

If Time Management and Schedules are already on the Mobile Menu and you only have the default view, you have finished setting up Schedules on Avanti Go. Congratulations! Skip to the Set Up Web Punch and Web Punch (With Breaks) section.

Step 1: Select Display Update Menu in Web Menu >> Installation & Maintenance >> Mobile Menu.

Once you select Display Update Menu, an additional column, Update Menu, will display. The Update Menu displays all the available menu items.

Step 2: Under Web Services >> Installation & Maintenance, Time Management should be displayed in red on the Update Menu. Right-click on the item and select Add New in Avanti Menu.

Step 3: Select Hide Update Menu.

If you are using the default View ID, AvantiView7, you can skip to Step 6.

You can confirm the View ID you have set up in Mobile Time Entry Templates.

 

Step 4: Right-click on Schedules and select Modify.

Step 5: Update Option 1 to match the View Id in Mobile Time Entry Templates. Select OK to save your changes

Each menu can only display one Mobile Time Entry Template View.

 

Step 6: If you have created additional views, you will need to create a menu for each. Select Schedules, right-click and select Copy.

If you have not created additional views, please skip to Step 10.

Step 7: Select Time Management, right-click and select Paste.

Step 8: Right-click on the newly created Schedules and select Modify.

Step 9: Update Option 1 to match the View Id from Mobile Time Entry Templates.

Additionally, if employees can view both Schedules Menu items, the Description and Description (French) should be changed to help employees distinguish between the two menu items.

Description (French) is only available for clients with the French Module.

 

Step 10: If all employees do not have access to at least one Template on the View, you will need to restrict access to the menu based on User Groups. To remove the ability for all users to access the Template, select * in the Selected column. Select  to move * to the Available column.

If all employees should have access to the View, skip to Step 13. 

Step 11: Select a User Group that should have access on the Available column and select  to move it to Selected column.

Step 12: Repeat Step 11 for each User Group that should have access to the menu.  

Step 13: Select OK to save your change. Repeat Steps 6 to 12 for each additional View you set up.

Step 14: Once you have finished making changes to the menu, select OK to save your changes.

Congratulations! Schedules is now set up on Avanti Go.

Set Up Web Punch and Web Punch (With Breaks)

Employees can check in when they start work and check out when they leave work using Web Punch. If you would also like them to be able to check in and out for breaks, they can use Web Punch (With Breaks). 

Both Web Punch and Web Punch (With Breaks) can include or require the location when an employee checking in/out on their mobile device. 

If location is enabled, employees can use region monitoring which will notify employees when they missed checking in/out when they enter or leave the location of their last check in.  

The following guides you through setting up Web Punch and Web Punch (With Breaks):

  • Use Location when Employees Punch
  • Require Location When Employees Punch
  • Add Web Punch or Web Punch (With Breaks)To Mobile Menu
  • Add Web Punch or Web Punch (with Breaks) from the Mobile Menu

Use Location when Employees Punch

The following section will guide you through using locations when an employee punches. You must also complete this if location is required when an employee punches.

Step 1: Log into the Avanti Self-Service Portal and select the Company Settings tab in Administration >> Administration Settings.

Step 2: Enter MobileSettings.WebPunchSettings.EnableLocationServices into search. Ensure there are no trailing spaces.

Step 3: Select Edit.

Step 4: Select the checkbox beside Value. Select Save.

 

Congratulations! When employees allow Avanti Go to access the device location, the longitude and latitude coordinates of their location will log when punching. Additionally, they can use Region Monitoring. 

If you would like to require access to the employees’ location to punch, please skip to the Require Location When Employees Punch section.

If you are satisfied with this setup, select Reload Web Settings.

Require Location When Employees Punch

If you would like to require location services for employee to punch, please complete the following:

Step 1: On the Company Settings tab on the Avanti Self-Service Portal, Enter MobileSettings.WebPunchSettings.RequireLocationServices into search. Ensure there are no trailing spaces.

Step 2: Select Edit.

Step 4: Select the checkbox beside Value. Select Save.

 

Step 5: Select Reload Web Settings.

Congratulations! The employee must allow access to their location before they can punch on Avanti Go.

Add Web Punch or Web Punch (With Breaks)To Mobile Menu

The following steps will guide you through adding Web Punch or Web Punch (With Breaks) to the Mobile Menu.

Step 1: Determine whether you should add Web Punch or Web Punch (With Breaks) to the menu.

  • Web Punch has the ability to Check in and Check Out.
  • Web Punch (With Breaks) has the ability to Check Out from Break and Check In from Break, in addition to Check In and Check Out.

Step 2: Select Display Update Menu in Web Menu >> Installation & Maintenance >> Mobile Menu.

Once Display Update Menu is selected, an additional column, Update Menu, will display. The Update Menu displays all the available menu items.

Step 3: Web Punches and Web Punch (With Breaks) will be displayed in red on the Update Menu. Right-click on the item you would like to add and select Add New in Avanti Menu.

Step 4: Now that you have finished updating the Mobile Menu, select OK to save your changes.

Congratulations! Employees can now punch using Avanti Go.


E
Emilie is the author of this solution article.

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