Rosters are used to define shift schedules, work hours, holidays, and non-working days for workforce members. They help control attendance timing, overtime limits, and shift-based attendance logic. Rosters ensure each user follows the correct shift and attendance rules when marking attendance from the mobile app. On the Dashboard using Create New On the Dashboard using Bulk Upload Goal 1: Add a Location through Create New on the Dashboard Go to Dashboard > Workforce Admin > R

Locations are used to mark work sites, which can also be geofenced. These may be company sites, partner locations, or any other reference points. They help link updates to a specific place and verify workforce location accuracy by checking if attendance is marked from an assigned work site. On the Dashboard using Create New On the Dashboard using Bulk Upload Goal 1: Add a Location through Create New on the Dashboard Go to Dashboard > Workforce Admin > Location Click Create Ne

Teams are used to assign activities and manage updates from the mobile app. For attendance, they also allow supervisors to mark attendance for their team members. Teams can be created in two ways: On the Dashboard using Create New On the Dashboard using Bulk Upload Goal 1: Create a Team Using Create New Go to Dashboard > Workforce Admin > Material Team Click Create New  to add a single team Fill in the required team details Save the record to create the team Goal 2: Add Teams

The Admin can review all expense submissions in the Expense Approval module and approve or reject entries based on accuracy, receipts, and supporting documentation. To Approve or Reject Expense Requests on the Fieldmobi Dashboard: Go to Dashboard > Workforce Management > Expense Approvals . All submitted expense records will be displayed in the Expense Approvals module. Review each record, including expense category, amount, date, receipt image, and comments. Change the Data

The Admin can review all leave requests in the Leave Approval module and approve or reject them based on validity and supporting details. To Approve or Reject Leave Requests on the Fieldmobi Dashboard: Go to Dashboard > Workforce Management > Leave Approvals . All submitted leave requests will be displayed in the Leave Approvals module. Review each request, including leave category, leave type, dates, and supporting documents if provided. Change the Data Status  from Pending

The Admin can review all attendance records in the Attendance Approval module and edit the reported time if any entries were submitted incorrectly. To Bulk Edit Attendance Updates on the Fieldmobi Dashboard: Go to Dashboard > Workforce Management > Attendance Updates. All submitted attendance data will be displayed in the Attendance Updates module. Review the records and update the reported time wherever corrections are required to reflect accurate attendance. After completin

When field supervisors add new workforce members through the Fieldmobi app, the Admin must approve them before they can access Workforce Management features like expenses, leave, attendance, and Beeline updates. If many users are added at once, the Admin can use the bulk-approve option to quickly approve all pending workforce entries in one go. To Bulk Approve Workforce Using the Fieldmobi App: Go to Dashboard > Workforce Management > Workforce Data Approvals . All newly adde

How to Report an Expense in Workforce Management Application Goal 1: Report an Expense Using the Android/iOS App The Field User submits an expense update via the Android/iOS app, including image capture for proof 📱. To report an expense using the Fieldmobi App: Open the Fieldmobi App Tap on your Organization Select Report an Expense Fill in the details: Expense Category Expense Incurred On (Date) Expense Amount Image Proof  of the expense Supporting Documents  (if any) Tap S

Beeline in Fieldmobi is the module that lets users send geo‑tagged updates—text, photos, and audio—from the field, so you always know who sent what and exactly where. 📍📱 Goal: Send a Beeline update from the Fieldmobi Android/iOS Mobile App To send a Beeline update, open the Fieldmobi Android/iOS app, select your account, go to Team, enter your text, capture an image, attach files or record audio notes, and then click Send. To View the Beeline Go to: Dashboard  > Workforce M

How to Raise a Leave Request in Workforce Management Application Goal 1: How to Raise a Leave Request on the Fieldmobi Android/iOS Mobile App To submit a leave request using the Fieldmobi App: Open the Fieldmobi App Tap on your Organization Select Request for Leave Choose the Leave Category  — Full-Day, Half-Day,  or Multiple-Days Select the Leave Type  you want to request Enter the Leave Start Date and End Date Add any Supporting Images  or Documents Tap Submit Goal 2: Creat

How to Track Workforce Attendance in Workforce Management Application Goal 1: Enable Workforce Attendance on the Dashboard To track a workforce member’s attendance, the Admin  needs to enable Self Attendance  in the dashboard. Steps: Go to Workforce Management → Workforce Master Click Edit  on the workforce you want to track Set Self Attendance  to Yes Set it to No  if you don’t want to track attendance Select the Roster  the workforce is part of Goal 2: Starting Your Day (Ma

How to Add Workforce in Workforce Management Application through Create New , Bulk Upload or Android/iOS App Goal 1: Add a Workforce Through Create New on the Dashboard If someone is not yet in the system, the Admin and Manager can add them from the Fieldmobi Dashboard. Steps: Go to Workforce Management → Workforce Master → Create New Fill in the details for the new workforce member To allow the person to mark their own attendance, set Self Attendance to Yes. Set it to No if

In this guide, we’ll show you how to add a Stock Location on the Fieldmobi Dashboard directly from the dashboard. Go to: Dashboard >...