The Challenge
A private equity firm based in San Francisco, this Monaeo Enterprise client needed to manage up to 2.2% in local taxes tied to employee activity in the city. With remote work reducing in-city presence, the firm sought an audit-defensible, privacy-respecting solution to track employee location data.
Manual methods lacked the accuracy required. After seeing Monaeo’s success elsewhere, the firm implemented Monaeo Enterprise, which delivered auditable data, protected employee privacy, was easy to use across HR and Finance, and showed a clear return on investment.
The Solution
A manual approach would not provide the level of accuracy required to help our client achieve their goals. Learning of Monaeo’s success in helping organizations tackle local tax obligations in other cities, the client selected and began the implementation of Monaeo Enterprise.
Our client needed a technology offering that would enable them to:
- Accurately monitor employee working time within the city of San Francisco
- Streamline tax calculations
- Provide reliable data in the event of future audits
- Create a possibility for tax reductions due to their dispersed workforce
Our client decided to leverage the Monaeo Enterprise smartphone app across their entire employee population as the means to monitor and collect the work location of their employees.
This enabled:
- Active tracking of employees’ working location
- The ability for employees to control when location monitoring was on
- Quick review and validation of their reported working location as needed by employees
Because employee privacy was paramount, Monaeo Enterprise was able to configure stripped-down HR/Finance dashboards and reporting that only provided a binary “In San Francisco” vs “Outside San Francisco.”
