Setting up New Mobile Devices

Setting up New Mobile Devices

SETTING UP NEW MOBILE DEVICES

1.   In the upper-right corner of the screen, select Settings > Devices.

      

      This opens the Devices Manager screen.

2.     Select the [+New] button and complete the fields as needed:

a      In the Name field, enter a name for the new device.

      Note: We recommend using a descriptive name, such as “Josh iPhone” or “Field Clock,” to make it easier to differentiate between similar devices.

b     If the device is a phone, you can enter the phone number in the Phone # field. This is optional.

c     If you use Divisions in WorkMax, you can select a division in the Division dropdown menu. This is optional.

d     If you use Departments in WorkMax, you can select a department in the Department dropdown menu. This is optional.

e     In the Device Admin dropdown menu, select the employee who you would like to receive the invite email for the new device.

      Note: All employees with an email address added to their employee record appear in this dropdown menu. The Device Admin selection only determines which employee receives the invite       email and does not allow that employee to change any device settings. It is not necessary to select the employee for whom the device is being set up as device admin, though the field is       required.

f     If you want to require GPS coordinates to be collected upon Clock IN and OUT, enable the Require Location Services checkbox.

g     If you want an invite email sent to the Device Admin, enable the Generate Invite email checkbox.

h     Once you have set up the device, select the [Save] button.

     Note: The invite code needs to be entered on the device when the WorkMax mobile app is launched for the first time. You can view the invite code after you have created the device by                     clicking on the device name (see the below screenshot). Once the device has synced successfully the invite code is replaced by the device ID.

              

              Note: The status can be changed from “Active” to “Inactive,” although this is rare. The status is typically changed for old devices that have been retired.

              

              After saving, an invite code generates.

3.   Download the WorkMax mobile app from the Apple App Store (if you are on an iOS device) or Google Play Store (if you are on an Android device).

4.   Open the app. The first time you access the app you are prompted to enter the invite code.

5.   In the Invite Code field, enter your invite code.

      

      Note: Invite codes are used per device and not to be shared with multiple devices.

      After the invite code is entered, the device is registered and syncs with the database.

6.   When the sync is complete, the PIN screen opens. Enter a valid employee PIN.

      

7.   You are prompted to set an initial default location for the device. Select a location.

      

      The device is now set up and ready to be used.