Human Resource Reference Public

Work Locations

Administer branches, remote sites, employee assignments, geofence-based attendance controls, and automatic assignment rules from ERPat's Establishments & Work Locations workspace.

Guide version: r1 Module version: 1.4.1 Updated: 2026-09-04 Estimated time: 4 min 11 views 0% helpful
Human Resource · Organization setup

Work Locations

Manage branches, remote work locations, employee assignments, attendance policies, and geofence-based check-in controls from one workspace — Human Resource → Establishment.

At a glance. The workspace has four tabs — Establishments Geofencing Assignment rules Audit log — plus header stat cards (total locations, assigned employees, geofence coverage, active count). Geofence enforcement of attendance is OFF by default; nothing about existing clock-in changes until an administrator turns it on for a location.

1. Establishments tab

Each establishment is a work location — a head office, branch, satellite office, project site, or a remote/virtual location. The list shows status, type, assigned-employee count, geofence state, and address, with a per-row action menu.

Add or edit a location

Use Add establishment (or the row's Edit). Key fields:

FieldNotes
Establishment name / Branch codeName is required; the branch code is unique per company.
Location type / Statusoffice · branch · satellite · project_site · remote · other; status active / inactive / draft.
Address, City, Province, Country, ZIPPostal address of the site.
Latitude / LongitudeMap coordinates (used by geofencing). Enter manually or drop a pin when a map key is configured.
Site capacity / TimezoneOptional headcount ceiling and the site's IANA timezone.
Default attendance policyA default that employee/department/schedule rules can still override.
Assigned employeesThe people who belong to this location (multi-select).

Archiving a location is a soft action — it is never hard-deleted, so attendance and assignment history stay intact. Export downloads the current filtered list as CSV.

2. Geofencing tab

Configure the area within which employees may check in for a location. Enforcement is per-establishment and disabled by default.

  • Circle — a center coordinate + radius (metres). A recommended radius is suggested from the location type.
  • Polygon — a GeoJSON boundary for multi-building sites.
  • None — no perimeter required (e.g. Work From Home).
  • GPS accuracy threshold and evaluation mode (strict, or balanced which allows a small accuracy slack).

The coordinate tester lets you check any point (or "use my location") against a location's geofence and returns passed / failed / not-required / needs-review with a reason — it never creates attendance data.

Interactive map. The pin-drop / radius-drag map appears once an administrator adds a Google Maps browser key in Settings (google_maps_api_key). Until then, enter coordinates manually — everything else works.

3. Assignment rules tab

Rules automatically set an employee's primary work location from their attributes (department, team, employment type, status, current establishment). Each rule has a priority, a match mode (ALL / ANY conditions), and a target location.

Preview & apply shows exactly which employees a rule matches before you apply it — a manual assignment that is locked is never overridden by a rule. A daily reconciliation background job can repair missed assignments, but it is off by default until you enable it.

4. Audit log tab

Every configuration change — create / update / archive a location, geofence edits, bulk assignments, and rule changes — is recorded with the actor and timestamp, readable here and in the tenant's system logs.

5. Bulk assignment

Bulk assign moves many employees to a location at once. It processes in small batches with a live progress console and counters, is idempotent (re-running is safe), and records one audit entry per batch. A preview never changes any data.

6. Geofenced attendance (administrators)

When you are ready to enforce location on clock-in:

  1. Configure and enable a geofence on the location (Geofencing tab).
  2. Turn on the global master switch — the attendance_geofence_enforcement setting.

Clock-in then captures the employee's device location and records validation evidence on the attendance record (status, distance, accuracy). The browser's reported coordinates are treated as reported, not proven; the public IP is always determined server-side, and Wi-Fi checks require a signed mobile/kiosk source. No continuous tracking occurs — location is captured only for an explicit attendance action.

Roll out carefully. Enforcement is off by default precisely so existing attendance is unaffected. Enable it on a test location first and confirm clock-in behaves as expected before switching it on tenant-wide.
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