6 ways to automate lone worker check-ins
I'm Liam Jones, founder of Pilla and a qualified management consultant. I've helped hundreds of businesses set up workflows, and in this article I'm going to show you six real examples of how to set up your lone worker check-ins.
I'll start with the simplest version, then show you one addition at a time, so you can pick the options your team needs. You can open up each template in our workflow builder playground as a starting point and experiment for yourself.
If you're looking to automate this part of your operation, speak to an expert and we'll show you what it would take to set up.
The workflows at a glance
- #1 - The basic check-in. A timestamped, GPS-tagged check-in event the worker fires at start, intervals, and end of every lone job.
- #2 - With written guidance. The basic check-in plus guidance panels on when to fire it, why location is captured, and what to log.
- #3 - With a signature. The basic check-in plus a worker signature, closing the sign-off with a name and time.
- #4 - With photo evidence. The basic check-in plus a self-photo of the worker at their current location, alongside the GPS pin.
- #5 - With Poppi checking the photo. The basic check-in plus a photo that Poppi (AI) reviews the moment it's saved, telling the team chat if something looks wrong.
- #6 - With an automated alert when a check-in is overdue. The basic check-in plus a Poppi (AI) message to the team chat if a check-in isn't fired by its due time.
Article Content
#1 - The basic check-in
Who it's for: Solo operators, single-site managers, anyone running ad-hoc lone jobs without a formal lone-working policy.
What it is: A lone worker check-in is a timestamped, GPS-tagged event the worker fires at the start, at intervals, and at the end of every lone job. Three steps on a phone: pick the stage of the job, tap to capture GPS, type a quick note. Each completion is one stamped record. The worker runs the canvas multiple times per shift, and the audit trail is the list of completions over the day.
In practice: Take a four-vehicle pest-control firm. Each technician opens the canvas on arrival at a property, picks "Starting work", taps the location step, types "going under the floorboards in the back room", and submits. Server timestamp captured. Two hours later they fire it again at "Mid-shift check-in" with a fresh GPS pin. At the end of the job, "Finished, all safe". Three stamped events for one job, all on a phone, no paper logbook.
Why it works: The check-in is the proof. The work itself does not have to change. What changes is that there is now a server-side, time-stamped, GPS-tagged record at every interval. If a check-in is missed, the duty manager has a known last location and time to act on within minutes, not at end of shift when the worker fails to return.
Steps included:
- 1 single-choice step (3 options: Starting work, Mid-shift check-in, Finished all safe)
- 1 location step (GPS capture)
- 1 text input (notes)
#2 - With written guidance
Who it's for: Teams with rotating or new lone workers who need consistent intervals across the rota.
What it is: The basic check-in with guidance panels woven through the canvas. The panels tell the worker when to fire the check-in (referencing HSE INDG73), why location is captured, and what counts as a useful note. A new starter on their first lone shift gets the same coaching as a five-year veteran without anyone having to brief them in person.
What it adds to the basic check-in:
- A "when to check in" panel that points the worker at three moments: start of the job, every 1 to 2 hours, end of the job
- A "why we need your location" panel that explains the pin saves on the phone and uploads once signal returns
- A "what to write in the notes" panel that prompts the worker for anything that has changed since the last check-in
Why it works: Written guidance sits inline at the moment the worker is about to act. The carer reads the interval guidance the first time they fire the check-in, and the guidance is right there again two hours later when they fire it again. It is not a training video they watched in onboarding and forgot.
Steps included:
- 1 guidance panel (when to check in)
- 1 single-choice step (stage)
- 1 guidance panel (why we need your location)
- 1 location step
- 1 guidance panel (what to write in the notes)
- 1 text input (notes)
#3 - With a signature
Who it's for: Lone workers where the check-in needs a name against it, signed at the moment.
What it is: A signed check-in is the basic check-in plus a worker signature at the end of every fire of the canvas. Two independent stamps on a single event: timestamp and GPS coordinate from the baseline, plus the signature. An HSE inspector or a loss adjuster would accept this as contemporaneous evidence at the level expected from a hand-written time-stamped log, captured in 30 seconds on a phone.
In practice: Take a window-cleaning contractor with twelve teams across the South West, working at height on rope access permits. Every check-in fired by every team includes a finger-drawn signature at the bottom. The signature is captured on the touchscreen, time-stamped, and attached to the same record as the GPS pin. When the team's HSE audit lands six months later, the auditor pulls 50 check-ins at random, sees a worker name and signature on every one, and the audit closes in 20 minutes instead of two days.
What it adds to the basic check-in:
- A signature step at the end of every check-in
- A named record: timestamp and GPS coordinate plus the worker who confirms it
- An audit trail at the level expected by HSE inspectors and lone-worker insurers
Why it works: The signature is what closes the audit loop. The timestamp and GPS coordinate say a worker was here, at this time. The signature adds: and this worker confirms it. Captured on the same device, at the same moment, in the same record, the two together are what inspectors and insurers expect to see.
Steps included:
- 1 single-choice step (stage)
- 1 location step
- 1 text input (notes)
- 1 signature (worker sign-off)
#4 - With photo evidence
Who it's for: Multi-site contractors who want visual confirmation of each location alongside the GPS pin.
What it is: The basic check-in plus a self-photo taken at the same moment as the GPS pin. The worker takes a quick shot of themselves at their current location, showing them and their immediate surroundings. The photo's GPS metadata pairs with the canvas location pin as a second independent stamp. Two cross-referenced location proofs for every check-in.
In practice: Take a national M&E contractor whose engineers attend out-of-hours alarm call-outs. An engineer arrives at a vacant office building at 11pm, picks "Starting work", taps the location step (server logs the GPS coordinate), and takes a self-photo in the lobby they have just entered. The photo lands in the audit record with its own GPS metadata embedded. If anything goes wrong overnight, the loss adjuster sees both the canvas coordinate and a photo showing the worker and the actual environment they entered. Two independent stamps for the same moment.
What it adds to the basic check-in:
- A self-photo of the worker at their current location
- A second independent location proof (the photo's GPS metadata) cross-referenced against the canvas GPS pin
- Visual confirmation of who was where, which a coordinate alone does not give
Why it works: A coordinate is data. A photo is context. The two together survive challenge in a way that either alone does not. The coordinate locates the worker; the photo shows who and what the worker walked into. Captured at the same moment, on the same device, neither can be reconstructed after the fact.
Steps included:
- 1 single-choice step (stage)
- 1 location step
- 1 photo of the lone worker at their current location
- 1 text input (notes)
#5 - With Poppi checking the photo
Who it's for: Multi-site contractors where the check-in photo gets taken but nobody looks at it. Head office can't review every site's photos in real time, or a missed check-in photo would go unseen until the next day.
What it is: A photo-checked check-in is the basic check-in plus a self-photo that Poppi (AI) reviews the moment it's saved. Poppi answers one question about that photo, set by you: does the photo clearly show the worker safe at the expected location? If the answer is no, Poppi posts what it spotted to the team chat, so it gets sorted while the worker is still on site.
In practice: A three-site security patrol covering shopping centres overnight runs three check-ins a shift: 11pm, 2am, and 5am. At 11pm, Unit 2 takes a self-photo in the lobby. Poppi reads the photo: clear, worker visible, expected location confirmed. Verdict yes, and nothing changes. At 2am, Unit 1 takes their photo but the connection is poor and the light is very low. Poppi answers no and posts the reason to the team chat ("The photo is too unclear to confirm the worker's location"). Unit 1 moves to a better-lit spot and retakes the photo while still on site.
What it adds to the basic check-in:
- A self-photo that gets checked the moment it's saved, not just stored
- A team chat message with Poppi's reason the moment a photo fails the check
- The manager stops being the only person who ever looks at check-in photos
Why it works: The check happens in the seconds between the photo being taken and the worker moving on. That's the only moment the problem is still cheap to fix. A manager reviewing photos the next morning can only record that the evidence was poor; Poppi catching it at the moment of the check-in gets it fixed while the worker is still there.
Steps included:
- 1 single-choice step (stage)
- 1 location step
- 1 photo of the lone worker at their current location
- 1 text input (notes)
- 1 Poppi decision (judges the photo against your question)
- 1 Poppi action (posts to the team chat if the photo fails the check)
#6 - With an automated alert when a check-in is overdue
Who it's for: Contractors on timed shifts where a missed check-in needs to surface to a manager immediately. Remote work spreads across areas and lost signal. A missed check-in could mean a real problem in progress.
What it is: An overdue-check-in alert is the basic check-in plus a Poppi (AI) action set to the due time of each check-in cycle. If a worker doesn't fire their check-in by the time it's due, Poppi posts a message in the Pilla team chat so the shift lead or duty manager catches the gap while they can still reach the worker. It watches the due time, not just the start and end of the job.
In practice: A six-person security patrol covering a shopping centre overnight runs three check-ins a shift: 11pm, 2am, and 5am. At 2:15am, Unit 3 hasn't posted their 2am check-in. Poppi posts a message to the security ops channel, so the duty manager can call Unit 3 within minutes. The team learns the member lost signal in the storage area. Without the alert, that gap would be discovered at 7am handover, and a four-hour blind spot would stand.
What it adds to the basic check-in:
- A message in the team chat if a check-in isn't fired by its due time
- A catch for the quietly missed check-in, not just the skipped job entirely
- A record of when the check-in should have fired, against when it actually did
- The manager finds out while they can reach the worker, not after their shift ends
Why it works: The alert is tied to the check-in interval, so a missed check-in raises its own hand. Nobody has to review a log and spot the gap; the due time does it automatically.
Steps included:
- 1 single-choice step (stage)
- 1 location step
- 1 text input (notes)
- 1 Poppi action (posts to the team chat if a check-in is missed by its due interval)
How to pick the right version
You don't need to know our product to choose. Every version here is the basic check-in plus one addition, so pick the additions your team actually needs.
Do other people run this, or is it just you?
If it is just you, the basic check-in (#1) is enough. You know when to fire it and what to note. The moment anyone else uses it (a new starter, a rotating crew, a remote team spread across a region), go to #2 onwards. The guidance panels keep the intervals consistent across people.
Do you need someone to sign off at the moment?
If the check-in is operational and no auditor will ever look at it, a record is enough. Stick at #1 or #2. If the check-in is part of a regulated or insured workflow, the signature is the lock. Go to #3. The signature closes the audit loop with a contemporaneous worker confirmation on the same record as the timestamp and GPS.
Do you need a photo as proof?
If a missed check-in would be handled internally (your duty manager calls the worker, the worker turns up safe), the typed and GPS-tagged record is enough. Stay at #1, #2, or #3. If a missed check-in would be looked at by an HSE inspector, an insurer, or an investigation, the GPS pin alone is rarely enough. They want to see what the worker walked into and who was there. Go to #4. The self-photo at the moment of the check-in gives the visual and identity context the coordinate cannot.
Does anyone actually look at the photos?
If a manager genuinely reviews every photo, #4's record is enough. If photos get taken and filed unseen, #5 has Poppi (AI) check each one the moment it's saved, and tell the team chat when something looks wrong.
Do the check-ins have a set interval that sometimes gets missed?
The first five versions are about how the check-in is captured. This one is about whether it actually gets fired on time. If your team runs on timed check-ins and a shift lead sometimes discovers at handover that an interval was quietly skipped, #6 posts a message to the team chat when a check-in is overdue. The alert catches the missed interval while the worker is still on shift and reachable. If check-ins always fire on time, #1 to #5 are enough.
Need more than one addition? Open the version with the addition that matters most in the playground and add the others as steps. That's how the product works anyway: every option here is one step added to the same check-in.
Related workflows
- Lone working risk assessment
- Lone working training
- Working outside training
- Working at height risk assessment
Conclusion
A lone worker check-in is a stamped, location-tagged record fired by the worker at the start, at intervals, and at the end of every lone job. Every version above is the same basic check-in plus one addition: guidance, a signature, a photo, an AI check on the photo, or a deadline alert. Pick the ones your team needs and combine them in the playground.
More additions are coming in future refreshes, like pulling every team member's overdue checks into a single audit report, or auto-escalating to the on-call manager by name if a worker doesn't respond. Those need more review time and will land separately.