How to Use Auto Check-Ins & Check-Outs

Hellotracks Business allows automatic registration of check-ins (arrivals) and check-outs (departures) without the need for manual intervention when team members arrive at or depart from Places or Jobs.

Automatic check-ins and check-outs are enabled by default in Company settings. For Jobs, you can adjust the delay and area size used to trigger a check-in or check-out; for Places, the area size is determined by the radius set on each Place.

Recorded check-ins and check-outs of your team members appear in Location history and can also be downloaded as reports.

Step 1: Click the dropdown menu next to your name and select Company settings. Or, go to Settings at the bottom of the main menu and select Company settings.

Step 2: Select Location & tracking.

Step 3: In Auto check-ins at places and jobs, make sure the checkbox is selected to enable automatic check-ins and check-outs.

Once enabled, you can adjust:

• Delay: Set a minimum time before an automatic check-in is registered. This helps prevent duplicate or false check-ins when a team member is just passing by a location.
• Area size for check-ins at jobs: Choose the geofence size to trigger automatic check-ins at Jobs.

For Places, the area size for check-ins uses the Place radius. To adjust the radius, click here.

Then, click Save.

Step 4: Go to Location from the main menu, select Location history, then click a member's name to open their Day.

Each stop shows when the member arrived, how long they stayed (time on site) and until when, and whether it was at a job or at a place. A check-in the worker made by hand is marked Manual check-in.

Step 5: To list the check-ins of one or more members over a day or a range, click Trips, then Stops. The Type column shows At place, At job, or Stationary (outside defined locations), and Duration shows the time on site.

Step 6: To export the data, go to Analyze from the main menu and select Reports. Then, select the report type you want to create.

Choose from the available report types for check-ins / check-outs:

• Check-ins
• Stops
• Place on-site times
• On-site times of your team
• Time allocation report

To learn more about reports, click here.