Client Visit is a feature in the Hadirr app designed for employees whose work requires them to move between different locations.
With the Client Visit feature, employees can record multiple visits on the same day at different locations. Admins can monitor employee attendance and ensure that employees are performing their duties at the designated locations through the admin portal.
A. Client Visit in the Admin Portal
Location Status in Client Visit
GPS Detected: A blue GPS location icon indicates that the employee is making a real-time visit with active GPS enabled.
GPS Not Detected: A red GPS location icon indicates that the employee is making a real-time visit, but GPS is not active (Hadirr location permission is not enabled).
Client Visit Offline: A grey GPS location icon indicates that the employee is making a visit in offline mode not connected to the internet (this is only available on Android devices).
Date Filter, Group Filter, Personnel Name Filter, and Visit View
Date Filter
The default date range displayed in the Client Visit menu is a 1-month period. However, admins can still adjust the date filter to display visit data according to their needs.
Group Filter
If the Admin wants to filter visit data based on personnel groups, the Admin can use the group filter option.
Search Personnel Filter
If the Admin wants to filter visit data by a specific personnel name, the Admin can use the search personnel filter option.
Visit Data History Display
If an employee has successfully completed both visit in and visit out, the system will display detailed visit information, including the visit date and time, client name, visit location, description (real-time or offline mode), and digital signature.
How to Download Client Visit Recap
a. Go to the Client Visit menu
b. Click the Download Client Visit Summary button
c. Then select the date range of the report you want to download
d. Once the date range is set, the Admin can choose to download Version 1 (Horizontal view) or Version 2 (Vertical view)
Here is the tutorial video for downloading the client visit recap:
B. Recording Client Visits in the Hadirr App
Record Visit In
a. Open the Hadirr app on your mobile phone, then tap Visit In to start the visit.
b. Enter and complete the required data to start the visit/Visit In:Enter the location/place name of the visit
Write a description of the visit activity
Attach a photo as proof of the visit
Add a signature during the visit
Once all Visit In data is completed, proceed by tapping Process.
Here is the tutorial video on how to perform Visit In:
Record Visit Out
Visit Out can only be done if the employee has previously completed a Visit In.
a. Open the Hadirr app on your mobile phone, then tap Visit Out to end the visit.
b. Enter and complete the required data to finish the visit/Visit Out:
Enter a description of the activity when completing the visit
Attach a photo as proof when finishing the visit
Once all the Visit Out data is completed, proceed by tapping Process.
Here is the tutorial video on how to perform Visit Out:
📌 Note:
Employees who have successfully completed both Visit In and Visit Out should make sure to check their client visit history in the Hadirr app.
Happy trying!