Overview Video

Step-by-Step Tutorial Guide

Step 1: Open the Geofencing & Organisation Unit Module

1. Log in to the TankhaPay dashboard.

2. From the left-side navigation panel, navigate to Business Settings.

3. Click Geofencing & Organisation Unit.

4. The Geofencing & Organisation Unit page opens.

This module allows administrators to configure organization units and define geofenced work locations for attendance tracking.

Step 2: View Existing Organisation Units

1. On the Organisation Unit page, review the list of configured organization units.

2. Each record displays details such as:

   • Organisation Unit Name

   • Status

   • Created Date

3. Use the search option to locate an existing organization unit if required.

This page provides a centralized view of all configured work locations.

Step 3: Create a New Organisation Unit

1. Click Add Organisation Unit.

2. The organisation unit creation window opens.

3. Enter the required details, including:

   • Organisation Unit Name

   • Description (if applicable)

4. Click Save & Next to continue.

The organisation unit acts as the base location for configuring geofencing.

Step 4: Configure the Organisation Address

1. Enter the complete address of the organisation unit.

2. Fill in the required location details, such as:

   • Address

   • City

   • State

   • PIN Code

3. Verify the entered information.

4. Save the address details.

Providing an accurate address ensures the geofence is mapped to the correct location.

Step 5: Configure Geofencing

1. Navigate to the Geofencing section.

2. The selected location is displayed on the map.

3. Adjust the location marker if required.

4. Define the geofence radius for the organisation unit.

5. Verify that the marked area covers the intended workplace.

6. Save the geofencing configuration.

Employees will be able to mark attendance only when they are within the configured geofence area, subject to organizational policies.

Step 6: Configure Attendance Settings

1. Review the attendance-related options available for the organisation unit.

2. Configure the required settings based on company policies.

3. Verify the selected configuration before proceeding.

4. Save the settings.

These settings define how attendance will be recorded for employees assigned to the organisation unit.

Step 7: Assign Employees to the Organisation Unit

1. Open the Employee Mapping section.

2. Click Assign Employees.

3. Select one or more employees from the available list.

4. Move the selected employees to the assigned list.

5. Click Save.

This ensures employees are linked to the correct organisation unit and geofence.

Step 8: Verify the Organisation Unit Configuration

1. Return to the Organisation Unit list.

2. Locate the newly created or updated organisation unit.

3. Verify that:

   • The organisation unit has been created successfully.

   • The geofence has been configured.

   • Employees have been assigned correctly.

This confirms the configuration has been completed successfully.

Key Benefits of Geofencing & Organization Unit

• Configure multiple work locations for the organization.

• Define secure geofenced attendance zones.

• Improve location-based attendance accuracy.

• Assign employees to specific work locations.

• Reduce attendance fraud through location validation.

• Simplify management of multiple branches and office locations.

End of Tutorial

You have now completed the Geofencing & Organisation Unit configuration in TankhaPay.

This module enables organizations to create organization units, configure geofenced work locations, and assign employees to specific sites, ensuring accurate location-based attendance tracking and improved workforce management.