The Companion App allows employees to sign-in, onsite and remotely, using our app on their mobile device. This offers a quick method for signing-in daily that doesn’t require an iPad.
If you'd like to use the iPad for employee check-in instead, check out THIS article.
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Employee access to the companion app can be granted in bulk through settings configured within your Host Groups. This means that any group of employees who needs access must be added as a host within SIE first, then assigned to a group. For more information on adding host groups, check out our knowledge article HERE.
After you’ve added a few hosts and host groups in your account, you can then toggle on the Companion App permissions for each group. Simply click on the Host Group you’d like to edit, then toggle on Enable Permissions for Companion App.
From there, you can choose which sub-permissions are available for those hosts between these options:
Mobile Sign-In: Allows an employee to sign-in through the mobile app.
Auto Sign-In: Allows auto-sign-in/out as they arrive and leave a location.
View Sign-In History
Moving forward, anyone added to that group will be given your chosen permissions. Each employee will receive an email containing the companion app code which will allow them to sync their device.
For more information on how an employee can sync their device, check out THIS section below.
In addition to group settings, an SIE admin can alter permissions for individual employees that overwrites group permissions.
To do so, click on the 3 dots to the right of an individual employee’s name in the host list. Then, click Companion App Settings. You can create and view existing devices for a host, as well as regenerate and send new pairing codes using the refresh button on the right-hand side.
Hit Next at the bottom of the window to access toggles which Override permissions for this specific host. If they are already part of a host group, this will uncouple the employee from the permission set determined at a host group level.
To determine whether your employee is signing in at a specific site or remotely, you can designate a specific location range from the Locations page. For more information on creating and editing a location, check out THIS article.
Click into a specific location to enter the Setup page. Then, scroll to the bottom of the page and toggle on Include Location. You can enter a specific address or click and drag the pin within the Google Map to determine an exact location.
As well, you can use the slider at the bottom of the page to determine how large the radius is for that area. The smaller the radius, the more restrictive your sign-in location will be. This is handy for the auto-sign-in and sign-out feature, as the app can automatically sign-in and out an employee when they enter and exit that area.
Otherwise, whenever they tap ‘sign-in’, the app will determine if they are inside or outside your designated area.
The companion app can be downloaded from the Google Play or iOS App store by searching for Sign In App Companion.
From there, the user must enter an app code that is emailed to them after they’ve been added to a Host Group or set up with individual Companion App permissions.
After a user syncs their device, they can sign-in and out using the button on the main page.
Depending on their permissions, they can also view the number of hours they've spent signed-in for the current week and change app settings.
To change settings, tap the three lines in the bottom-right corner of the app and toggle on/off these features:
Dark Mode
Enable Auto Sign In/Out: Automatically sign in and out as you arrive and leave.
Hours Tracking: Select the hours you work and when each week resets.
Language: Customize the app to display your preferred language.
The Guestbook allows you to filter entries by employees and visitors. This allows your reception/front desk team to determine who is an external guest vs employee at any given time.
The distinction between employees and visitors will also be visible for your reporting within our reporting and analytics feature.
