Employee Tracking App for Efficient Team Management

Employee Tracking App

Introduction

Managing field operations can be challenging for businesses without the right tools. Manually managing them will be a huge burden for field force managers. This is where an Employee Tracking App can make a difference. It helps field force managers manage field operations more efficiently. With real-time visibility, seamless attendance tracking, automation of scheduling field tasks, and smarter data insights, the app makes managing field operations easy.

Problems we solve

Lack of real time visibility

Field force managers often struggle to keep track of their field reps when they are out in the field. They find it difficult to know where their reps are, if they have reached the assigned sites, or if things are going as planned. This lack of visibility hampers effective resource allocation, route optimization, and SLA compliance.

Operational Inefficiencies due to manual entries

Certain important tasks like attendance tracking, expense management, and scheduling activities if done manually increase the likelihood of mistakes. This inefficiency can lead to increased costs, errors in resource allocation, poor expense management, etc., These inefficiencies can cause delays hampering productivity among field executives.

Inefficient Task Allocation

The inability to accurately access the field reps’ location or availability leads to inefficient task location. The nonavailability of this critical information results in assigning tasks based on guesswork often causing delays in completion of work. For example, two field reps may receive the same task, resulting in miscommunication and confusion. These inefficiencies may lead to customers’ needs not being met at the right time, resulting in missed opportunities.

Inefficiencies in Field Expense Management

Using outdated methods like spreadsheets for expense management is a cumbersome process prone to a lot of inaccuracies and errors. For example, a field employee may forget the exact kilometers traveled, and the mode of transport used, which may result in discrepancies during reimbursement requests. This manual process of expense tracking can drain the valuable time of the employees which they could otherwise use for essential tasks.

Limited Data Insights

Without robust tools, it is difficult to interpret essential metrics like performance, and status on various tasks and activities etc., These limited insights impede a company’s ability to make informed decisions to drive operational improvements. Without being able to measure the important KPIs it hinders the ability to identify trends and find areas of improvement.

Ineffective Communication

Traditional communication methods like back-to-back phone calls or emails often fail to provide real-time updates. This leads to miscommunication, hampering the performance of field operations and productivity.

Capabilities & Features

01 Geo Tagging and Geo Fencing

Geo Tagging refers to the process of adding GPS coordinates (latitude & longitude) to the physical address of an Account or Client.

Geo Fencing creates a virtual boundary, usually defined as a radius (e.g. 200 meters), around the GPS coordinates of an account.

Geo Tagging enables precise mapping of the Account’s location to facilitate location-based services. Geo Fencing helps to automatically monitor the exact time when someone enters or exits the radius. When this virtual perimeter is established, you can automatically monitor the exact moment when an employee enters or exits the designated area.

02 Comprehensive Attendance Management

Field executives can easily punch-in and punch-out using the mobile app. This system automatically updates the attendance in real time. Using this feature eliminates human errors and tracking attendances becomes effortless.

03 Real-Time Location Tracking

GPS-enabled tracking helps field force managers view the exact location of the field reps at any given time. This helps you monitor performance, ensure safety, and provide faster support to both employees and clients.

04 Scheduling and Assigning of activities

The activities can be scheduled and assigned to the right field executives based on their current location and proximity to the client’s site. Field reps get instant notifications on the tasks assigned which helps them to plan well and be organized. Automated reminders ensure that activities are attended as scheduled, reducing unnecessary delays.

05 Expense Management

This feature helps reps to claim bills and capture receipts within the app. This eliminates the cumbersome process of claiming bills manually. It streamlines the reimbursement process by ensuring faster approvals of employees’ claims. Automated notifications for approvals keep everyone informed, reducing follow-ups, errors, and missed reimbursements.

06 Mileage Tracking

This feature calculates the total number of kilometers traveled by a field rep eliminating manual errors. This provides accurate reimbursement ensuring accurate compensation. The field force managers can leverage this data to recommend the most efficient routes for future assignments.

07 Intuitive Reports & Dashboards

The dashboards offer in-depth insights into the employee’s field activities in real-time. Field force managers can easily monitor the KPIs and make data-driven decisions. With clear insights into critical information like attendance, and task completion status, you will be able to take proactive measures and stay ahead.

Benefits of using HappSales Employee Tracking App

Maximized Operational Efficiency

HappSales’ employee tracking app significantly enhances operational efficiency by automating field operations. This leads to improved accuracy eliminating manual errors. Field executives need not spend more time and effort to do these tasks manually. This allows them to concentrate on more important activities leading to increased operational efficiency.

Enhanced Accountability

HappSales employee tracking app provides complete transparency into field operations. You can access who is attending to which activity, when he completed it, what time he left the site and other important required information. This visibility ensures that field reps are where they need to be, improving accountability. It reduces idle time and unnecessary delays ensuring that the field executives remain productive.

Improved Productivity

With HappSales’ team tracking app, task allocation becomes easier and more efficient. Geo Tagging and Geo fencing capture the coordinates of the reps, making it easy to allocate tasks based on proximity. This targeted allocation improves productivity and cuts down the SLA timelines.

Better Compliance

Automated punch-in and punch-out help you maintain precise records of employee attendance. This level of detail helps to maintain precise documentation that will be helpful during audits. Claiming expense reimbursements using the app minimizes the likelihood of fraudulent claims and ensures that all expenses are properly documented. This helps to streamline operations and maintain better compliance.

Boosting Team Morale and Efficiency

Allocating tasks to the right field reps by optimizing their current location, ensures higher productivity among reps leading to greater job satisfaction. For instance, automating expense claims through the app eliminates the need for continuous follow-ups with managers. This leads to better employee satisfaction and a boost in team morale.

Is an Employee Tracking App a Spy on Field Force Employees?

Absolutely not! Our goal is to empower field force reps and field force managers with solutions that enhance productivity without invading privacy.

Key points that highlight our commitment to privacy:

Transparency at its Core

Users using the HappSales Employee Tracking App are aware of what is being tracked. The App promotes accountability, and not surveillance. Location tracking is also active only within the predefined work zones, ensuring fair monitoring.

Respect for Privacy

The app stops tracking as soon as the users punch-out after their working hours. This ensures that their personal time is always respected.

Field Employee Benefits

Features like automated attendance, claiming expenses using the app and updating the task completion within the app ensure that field executives spend less time on administrative tasks. It allows them to focus more on constructive work. This increases team productivity and efficiency. Your team members will now be able to finish more tasks within less time.