As an administrator, you can set up Avanti Go so your employees can view schedules and use their mobile devices to punch in and punch out for their workday and breaks.
Schedules and Web Punch are only available to clients with Time and Attendance.
Schedule Overview
Employees can view their schedules on Avanti Go to see when they are working next. You can set this up to only display specific 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.
You can set any Time Entry Template to display on Avanti Go. Only the first schedule template the employee can access will be available. Employees cannot modify their schedules on Avanti Go; they can only view upcoming schedules. Check out Set Up Schedules for more information.
Employees with schedule pooling can request to Post their upcoming schedules. For more information on schedule pooling, go to Schedule Pooling Overview.
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 on Avanti Go.
How to Set Up Schedules
You can display any Time Entry Template for schedules on Avanti Go. If you’ve got multiple Views set up for schedules, you’ll need to set each View as its own menu in the Mobile Menu.
Additional Information
Avanti Go displays the first template they have access to for each View.
This section guides you through updating your current Templates to display on Avanti Go:
How to Set Up the Card Display
Cards display on Avanti Go to summarize the employee’s upcoming workday. Cards always display the schedule’s:
Date
Times or Units
Status
You can set up Cards to include additional pertinent information from the schedule. Once this setup is complete, Cards will appear similar to the following:
Android
iOS
If you do not want additional information displayed on the Card, please skip to the Add Schedules To Mobile Menu section.
Step 1: Open a View in Time Entry Templates.
By default, this can be found in Web Services >> Installation & Maintenance.
Step 2: Select the first Template with Schedules on the Templates tab, then click Modify.
Step 3: Select what you’d like to display for Description Line 1. If none of the options suit your needs, select Custom.
Step 4: If you didn’t select Custom in Step 3, skip to Step 5.
Step 4A: You can include the following information from 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. |
Additional Information
The information will only display if it is on the schedule.
Step 4B: Determine what text will display in addition to the information from the schedule.
Additional Information
This text will display on the card regardless of whether there is any information for the schedule.
Step 4C: 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.
A + must separate each section of the text and each value.
Step 4D: Add this into the line beneath Custom.
Step 5: Repeat Step 3 and 4 if you would like to include additional information on another line. Add the results to Description Line 2.
Step 6: Select OK.
Step 7: Repeat Steps 2 through 6 for each schedule template for the View.
Step 8: Repeat Steps 1 through 7 for each View you include on Avanti Go.
Congratulations! You’re all done setting up the Card Display.
How to 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 you’d like to display on Avanti Go.
Step 1: Select Display Update Menu in Mobile Menu.
By default, this can be found in Web Menu >> Installation & Maintenance.
Additional Information
Skip to Step 4 if you already have Schedules on the Mobile Menu.
Additional Information
Once Display Update Menu is selected, an additional column, Update Menu, will display. The Update Menu shows all the available menu items.
Step 2: Right-click on Time Management and select Add New in Avanti Menu.
Additional Information
Time Management displays in red on the Update Menu if it’s not already on the menu. If it’s already on the menu, skip to Step 4.
Step 3: Select Hide Update Menu.
Step 4: Right-click on Schedules and select Modify.
Step 5: Update Option 1 to match the View Id in Time Entry Templates.
Additional Information
Each menu can only display one Mobile Time Entry Template View.
Step 6: If all employees do not have access to at least one Template on the View, you must restrict access to the menu based on User Groups.
If all employees should have access to the View, skip to Step 7.
Step 6A: Select * from the Selected column and click the arrow to move it to the Available column.
Step 6B: Select a User Group that should have access on the Available column and click the arrow to move it to the Selected Column.
Step 6C: Repeat Step 6B until all the User Groups that should have access are in the Selected section
Step 7: Select OK to save your changes.
Step 8 If you have created additional views you’d like on Avanti Go, you must create a menu for each.
If you have not created additional views, please skip to Step 10.
Step 8A: Select Schedules, right-click and select Copy.
Step 8B: Select Time Management, right-click and select Paste.
Step 8C: Right-click on the newly created Schedules and select Modify.
Step 8D: Repeat Steps 5 to 7.
Step 9: Repeat Step 8 until you’ve created a mobile menu for each schedule view you’d like on Avanti Go.
Step 10: 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 Punches on Avanti Go
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 punching on Avanti Go:
How to 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: Select the Company Settings tab in Administration Settings on the Avanti Self-Service Portal.
By default, this can be found in Administration.
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.
Additional Information
If you are satisfied with this setup, select Reload Web Settings.