1, To set up a new device, select the Settingsdrop-down menu, and selectDevices. This will open theDevice Manager screen.
2. In the Devices Manager screen, click the +Newbutton and complete the following fields (referenced in the screenshot below):
Name. It is recommended that a descriptive name is used to make it easier in the future to differentiate between devices, such as “Josh iPhone” or “Field Clock”.
If the device is a phone, the phone number can be entered. This is optional.
If using Divisions in WorkMax, the Division can be selected. This is optional.
If using Departments in WorkMax, the Department can be selected. This is optional.
All employees with an email address added to their employee record will show in the Device Admin list. The Device Admin is the one who would receive the email, given that the box marked G is checked, but they cannot change any other settings or anything with the device. It is not necessary to select the employee for whom the device is being set up as Device Admin, though the field is required. .
Check this box if you want to require GPS coordinates to be collected upon Clock IN and OUT.
Check this box if you want an invite email sent to the Device Admin.
Note: For new devices, Status can be changed from Active to Inactive, although this is rare. Statusis typically changed for old devices that have been retired.
3. Once you have setup the device, click the Save button. After Saving, an Invite Code will be generated.
Note:The invite code will need 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 sync'd successfully the Invite Code will be replaced by the Device ID.
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