Attendance tracking for insurance companies and brokers

Four groups, four ways to punch

Office staff in underwriting, operations and claims punch on a biometric device or from the web inside the office network. A telesales floor suits a kiosk tablet at the entrance showing a QR code that changes every 30 seconds, so callers punch from their own phones as they walk in and nobody punches for a friend still on the bus. Bancassurance staff punch from the mobile app at their partner branch. Agency and sales managers punch from the app at their first meeting and record field days as on duty.

Staff placed inside partner bank branches

A bancassurance relationship manager in a partner bank branch in Indore is your employee but works in the bank's space and to the bank's hours. Set that branch up as a check-in spot and switch on the mobile location rule, so app punches count only inside a check-in spot. When the bank moves the staff member to another branch, add the new branch as a check-in spot the same day if it is not one already. The bank's branch manager is not in your system, so the reporting manager stays your area bancassurance manager, who approves corrections and on duty requests.

Telesales: late logins cost calling time

On a calling floor, the 9:30 am login matters because leads are assigned from that minute. Give the telesales shift a grace of five minutes while sales managers' shifts keep fifteen, and let the company's late mark rule do the rest. Say the first two late marks each month are free, every second late mark after that costs half a day, and penalties stop at two days a month. A caller who is late eight times uses the two free marks, and the remaining six make three sets of two, so one and a half days are deducted, which is inside the cap.

Field sales and the on duty trail

Agency managers spend evenings at agent meetings and weekends at recruitment seminars, while sales managers make joint calls with agents across the city. Their attendance should be a first punch plus on duty requests for days that begin at a customer's home, an agent's office or a training centre. The reporting manager approves each request, which leaves a dated trail if field work is ever questioned. Missed punch-out alerts an hour after the shift ends catch the evenings when the app was forgotten after a late agent meeting.

How to set it up in ZeniaHR

1. Set up each partner bank branch where your staff sit as a check-in spot, and use the mobile location rule so app punches count only inside a check-in spot.
2. Place a kiosk tablet at the telesales floor entrance and switch kiosk on in Capture controls, so callers punch with the rotating QR code or the typed code.
3. Turn on phone binding, so each employee punches only from their approved phone and any replacement phone waits for HR approval.
4. Create the telesales shift with a short grace in Shifts & Roster and a longer grace on sales managers' shifts, then set free late marks and the every-N rule in Attendance rules.
5. Allow on duty requests for field sales staff and set the monthly WFH limit in the work terms policy, so field days and home days are recorded separately.
6. Each month, open Attendance Analytics to review lateness by department and the top 10 most often late, starting with the telesales floor.

Read more about attendance in ZeniaHR.

Roles this applies to

Frequently asked questions