Create a Route Point

Route Points

Purpose

The Route Points screen allows administrators to create and manage attendance checkpoints used for route-based attendance tracking.

Route points represent physical locations where employees are authorized to perform check-in and check-out activities while following assigned work routes. These locations can be linked to customers, workplaces, or standalone locations.

When route-based attendance is enabled, employees must be within the configured radius of an assigned route point to successfully record attendance.

Route points are commonly used for:

  • Field service operations

  • Sales visits

  • Customer site visits

  • Delivery operations

  • Mobile workforce management

  • Multi-location attendance tracking

Route points serve as the building blocks of employee work routes and are used in route assignment and attendance validation.


Create

Prerequisite

Before creating route points:

  1. Navigate to Timesheets & Leave → Settings.

  2. Enable Allow Attendance by Route.

  3. Save the settings.

Create a New Route Point

Step 1: Open Route Points

  1. Navigate to Timesheets & Leave from the left sidebar.

  2. Select Work Routes.

  3. Open the Route Points tab.

Step 2: Create a New Route Point

  1. Click the Add button.

  2. The New Route Point window will appear.

Step 3: Enter Route Point Information

  1. Enter the Name.

  2. Select the Relate To option (optional).

  3. Enter or verify the Address.

  4. Enter the Latitude and Longitude, or click Get Coordinates.

  5. Enter the Radius (m).

Step 4: Save

  1. Click Save.

The route point will become available for route creation and route-based attendance validation.


View

The Route Points list displays all configured attendance checkpoints, including:

  • Route point name

  • Address

  • Related customer or workplace

  • Geographic coordinates

  • Attendance radius

Administrators can review and manage available route locations from this screen.


Edit

To modify an existing route point:

Step 1: Open Route Points

  1. Navigate to Timesheets & Leave → Work Routes → Route Points.

Step 2: Select a Route Point

  1. Locate the route point you want to modify.

  2. Click Edit.

Step 3: Update Information

  1. Modify the required fields.

  2. Review the changes.

Step 4: Save Changes

  1. Click Save.

The updated route point will immediately be used for future attendance validations.


Delete

To remove a route point:

Step 1: Open Route Points

  1. Navigate to Timesheets & Leave → Work Routes → Route Points.

Step 2: Select a Route Point

  1. Locate the route point you want to remove.

  2. Click Delete.

Step 3: Confirm Deletion

  1. Review the confirmation message.

  2. Confirm the deletion.

The selected route point will be removed from the system.


Field Descriptions

Field Description
Name Name used to identify the route point location.
Relate To Optional relationship linking the route point to a Customer or Workplace record.
Customer Customer record associated with the route point.
Workplace Workplace record associated with the route point.
Address Physical address of the route point location.
Latitude Geographic latitude coordinate used for attendance validation.
Longitude Geographic longitude coordinate used for attendance validation.
Get Coordinates Retrieves GPS coordinates for the selected location.
Radius (m) Maximum allowable distance, in meters, between the employee's location and the route point for successful attendance validation.

Workflow Rules

Route Point Rules

  • Route points represent attendance checkpoints within a work route.

  • Route points can be linked to customers, workplaces, or standalone locations.

  • Route points are used during route assignment and route-based attendance validation.

Relate To Rules

Customer

When Customer is selected:

  • The customer address is automatically populated into the Address field.

  • The route point becomes associated with the selected customer.

This relationship may also be used for customer attendance notifications when enabled.

Workplace

When Workplace is selected:

  • Workplace latitude and longitude values are automatically populated.

  • The route point becomes associated with the selected workplace.

Optional Relationship

If no relationship is selected:

  • The route point functions as an independent attendance location.

  • Address and coordinate information must be entered manually.

GPS Coordinate Rules

Administrators can configure coordinates in two ways:

Manual Entry

  • Enter Latitude and Longitude manually.

Get Coordinates

  • Click Get Coordinates.

  • GPS services must be enabled.

  • The system retrieves the current geographic coordinates.

Attendance Validation Logic

During route-based attendance:

  1. The system identifies the assigned route point.

  2. The employee's current location is obtained.

  3. The distance between the employee and the route point is calculated.

  4. The configured radius is validated.

Radius Validation Rules

If:

  • Distance between employee and route point ≤ Configured Radius

Then:

  • Attendance is allowed.

If:

  • Distance between employee and route point > Configured Radius

Then:

  • Attendance is denied.

Check-In / Check-Out Behavior

Successful route attendance requires:

  • Route attendance enabled.

  • Employee assigned to a route containing the route point.

  • Employee physically located within the route point radius.

When all conditions are met:

  • Check-in is allowed.

  • Check-out is allowed.

Route Attendance Priority Rules

If both:

  • Route-Based Attendance

  • Workplace-Based Attendance

are enabled,

and the employee has:

  • An assigned route for the day

  • An assigned workplace

then:

  • Route-based attendance validation takes precedence over workplace validation.

Customer Notification Rules

If:

  • The route point is related to a Customer

  • Customer attendance notifications are enabled

then:

  • Customers may receive notifications when employees check in or check out at the route point.

Employee Assignment Rules

  • Creating a route point does not automatically assign it to employees.

  • Route points must be included in a work route before employees can use them for attendance.

  • Multiple routes can reference the same route point.


Status Behavior

Route Point Validation Status

Condition Result
Employee Within Radius Attendance Allowed
Employee Outside Radius Attendance Denied
Route Point Assigned to Route Available for Attendance Validation
Route Point Not Assigned to Route Not Used in Attendance Validation

Relationship Status

Relate To Value System Behavior
Customer Customer address automatically populated.
Workplace Workplace coordinates automatically populated.
None Manual address and coordinates required.

Synchronization

Data created in this screen is synchronized with:

  • Work Routes

  • Route Assignments

  • Attendance Management

  • Employee Check-In

  • Employee Check-Out

  • GPS Attendance

  • Workplace Management

  • Customer Management

  • Attendance Validation Engine

  • Attendance Reports

  • Employee Attendance History

Changes to route points are immediately reflected in route management and attendance validation processes.


Important Notes

  • Route Points require Allow Attendance by Route to be enabled before they can be used for attendance validation.

  • Employees must be assigned to routes that contain the route point before attendance validation can occur.

  • The configured radius determines how close an employee must be to successfully perform attendance actions.

  • GPS services may be required when using the Get Coordinates feature.

  • Route-based attendance takes precedence over workplace-based attendance when both methods are enabled and applicable.

  • Customer-related route points can be used for customer attendance notifications.

  • Accurate address and coordinate information is essential for successful attendance validation.

  • Deleting a route point may affect route assignments and attendance processing for employees using that location.

  • Route points should be reviewed periodically to ensure location information remains accurate and operational.

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