Create Route for employees

Work Routes

Purpose

The Work Routes screen allows administrators to assign route points to employees for route-based attendance tracking.

A work route defines the locations an employee must visit during a specific period. Employees assigned to a route must perform attendance check-in and check-out activities according to the route configuration.

Work routes are commonly used for:

  • Field sales teams

  • Service technicians

  • Delivery personnel

  • Customer visit schedules

  • Mobile workforce operations

The system uses route assignments to validate attendance based on employee location and assigned route points.

If an employee attempts to check in or check out without an assigned route, the system displays the message:

"Route point is unknown"


Purpose of Map Tab

The Map tab provides a visual representation of route points on an interactive map.

Administrators and managers can use the map to:

  • View assigned route locations

  • Verify route coverage

  • Monitor route planning

  • Identify route point locations geographically


Create

Prerequisite

Before creating a route assignment:

  1. Enable Allow Attendance by Route in Attendance Settings.

  2. Create the required Route Points.

Create a Work Route

Step 1: Open Work Routes

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

  2. Select Work Routes.

  3. Open the Route tab.

Step 2: Select a Month

  1. Select the month for which the route assignment will apply.

Step 3: Create Route Assignment

  1. Click the desired schedule cell.

  2. Select a route.

  3. Configure route points as required.

Step 4: Configure Route Details

  1. Click Add New Row to add route points.

  2. Select the required route point(s).

  3. Configure route sequence settings.

Step 5: Save

  1. Click Save.

The route assignment becomes active for the selected employee and period.


View

The Route tab displays route assignments and associated route points for employees.

Administrators can review:

  • Assigned routes

  • Route points

  • Route order

  • Monthly route schedules

The Map tab provides a geographic view of the configured route points.


Edit

To modify an existing route assignment:

Step 1: Open Work Routes

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

Step 2: Select a Route Assignment

  1. Locate the route assignment you want to modify.

  2. Click the corresponding schedule cell.

Step 3: Update Route Information

  1. Add, remove, or reorder route points.

  2. Modify route sequencing settings if required.

Step 4: Save Changes

  1. Click Save.

The updated route configuration will be used during future attendance validations.


Delete

To remove a route assignment:

Step 1: Open Work Routes

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

Step 2: Select a Route Assignment

  1. Locate the route assignment.

  2. Remove the route or associated route points.

Step 3: Save Changes

  1. Click Save.

The route assignment will no longer be available for attendance validation.


Field Descriptions

Field Description
Month The month for which route assignments are configured.
Route Route schedule assigned to employees.
Route Point Location that employees must visit for attendance validation.
Add New Row Adds additional route points to the route configuration.
Remove Row Removes a route point from the route configuration.
Unordered Allows employees to visit route points in any sequence.
Ordered Route Requires employees to visit route points in the configured sequence.
Map Tab Displays route points and route locations on a map.

Workflow Rules

Route Assignment Rules

  • Route assignments define where employees must perform attendance activities.

  • Employees must have an assigned route to use route-based attendance validation.

  • Routes are configured using predefined route points.

Employee Assignment Rules

  • Employees assigned to a route must follow the configured route schedule.

  • Route assignments are displayed according to the selected month.

  • Route assignments affect attendance validation and attendance records.

Attendance Processing Rules

When route attendance is enabled:

  1. The system checks whether the employee has an assigned route.

  2. The system validates the employee's location against the assigned route point.

  3. Attendance is processed only if validation succeeds.

Unassigned Employee Rules

If an employee does not have an assigned route:

  • Attendance validation cannot be performed using route attendance.

  • The system displays the following message:

"Route point is unknown"

  • Check-in and check-out cannot proceed through route attendance validation.

Check-In / Check-Out Behavior

Employees must:

  • Be assigned to a route.

  • Be located within the allowed radius of the assigned route point.

  • Follow route sequence rules when ordered routing is enabled.

Successful validation allows attendance processing.

Route Sequence Rules

Unordered Routes

When Unordered is enabled:

  • Employees may visit route points in any order.

  • Attendance can be recorded at any assigned route point.

Example:

Route Points:

  1. Customer A

  2. Customer B

  3. Customer C

Employee may visit:

  • Customer B → Customer A → Customer C

  • Customer C → Customer B → Customer A

Any sequence is accepted.

Ordered Routes

When Unordered is disabled:

  • Employees must follow the configured route sequence.

  • Attendance must occur according to the route order.

Example:

Route Points:

  1. Customer A

  2. Customer B

  3. Customer C

Required sequence:

  • Customer A → Customer B → Customer C

Any deviation from the assigned order may prevent attendance validation.

Route Point Validation Rules

For successful attendance:

  • The employee must be within the configured radius of the assigned route point.

  • GPS coordinates are validated against the route point location.

Route Priority Rules

If both:

  • Workplace-Based Attendance

  • Route-Based Attendance

are enabled,

and the employee has:

  • An assigned workplace

  • An assigned route

for the same day,

then:

  • Route attendance validation takes priority over workplace attendance validation.

Attendance Status Logic

Successful route validation contributes to employee attendance records and attendance reporting.

Notification Rules

If route points are linked to customers and customer notifications are enabled:

  • Customers may receive notifications when employees check in or check out at their location.


Status Behavior

Route Validation Status

Condition Result
Route Assigned Employee can perform route-based attendance.
Route Not Assigned "Route point is unknown" message displayed.
Employee Within Route Radius Attendance Allowed.
Employee Outside Route Radius Attendance Denied.

Route Sequence Status

Configuration Behavior
Unordered Enabled Route points can be visited in any order.
Unordered Disabled Route points must be visited in the configured sequence.

Synchronization

Data created in this screen is synchronized with:

  • Route Points

  • Attendance Management

  • Employee Check-In

  • Employee Check-Out

  • GPS Attendance

  • Workplace Management

  • Customer Management

  • Attendance Validation Engine

  • Employee Attendance History

  • Attendance Reports

  • Workforce Scheduling

Changes to route assignments are immediately reflected in attendance validation processes.


Important Notes

  • Route attendance requires Allow Attendance by Route to be enabled.

  • Route points must exist before routes can be assigned.

  • Employees without assigned routes cannot use route-based attendance validation.

  • Route assignments directly affect employee check-in and check-out functionality.

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

  • Ordered routes require employees to follow the configured sequence of route points.

  • Unordered routes allow employees to choose the sequence of route visits.

  • GPS location validation is required during route attendance processing.

  • The Map tab is intended for route visualization and location verification purposes.

  • Changes to route assignments take effect immediately and impact future attendance validation.

Did you find this article useful?

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