Features list - time management and operations

Workflows, Time Clock and Scheduler

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66 articles in this collection
Written by Chen Shofar, Yuval M, Noam Serlin and 1 other

Qualifying users to jobs

Make sure that only qualified users can track time or be scheduled to a job

Written by Chen Shofar
Updated over a week ago

Time Clock

Introduction to The Time-Clock

Easily track and manage employee work hours on jobs and projects, and improve your payroll process.

Written by Yuval M
Updated over a week ago

How should employees clock in and out?

Share this article with your workforce!

Written by Chen Shofar
Updated over a week ago

Time Clock GPS location tracking

Receive the location from where a clock in/out was done

Written by Chen Shofar
Updated over a week ago

Geo-fence

Learn how to fence work sites so employees can clock in and out only at the job location using geofencing capabilities

Written by Chen Shofar
Updated over a week ago

How do I approve a time-off or absence request?

Approval process for time off/absences and edit request from the manager's side

Written by Chen Shofar
Updated over a week ago

Where are my employees? Check Your Map!

See where your employees are clocking in and out from

Written by Chen Shofar
Updated over a week ago

How do I add Jobs to the Time Clock?

Adding, customizing, and deleting jobs from your Launch Pad

Written by Chen Shofar
Updated over a week ago

Overtime settings

What is weekly and daily overtime?

Written by Chen Shofar
Updated over a week ago

How to delete records in the Time Clock

Clear your employee's shifts

Written by Chen Shofar
Updated over a week ago

Time Clock Chat

Communicate with your employees before doing payrolls and remind them to clock in or out

Written by Chen Shofar
Updated over a week ago

Time Clock Reminders

Push Notifications reminding your employees to clock in and out

Written by Chen Shofar
Updated over a week ago

Shift attachments

Written by Chen Shofar
Updated over a week ago

Breaks

Add automatic unpaid breaks to your employee timesheets

Written by Chen Shofar
Updated over a week ago

View jobs insights

Easily view how much time spent on jobs, i.e. jobs, projects, customers, etc.

Written by Chen Shofar
Updated over a week ago

View Absence insights

Easily follow absences taken by team members

Written by Noam Serlin
Updated over a week ago

Can employees request an absence?

Request a day off, vacations, sick leave, etc.

Written by Chen Shofar
Updated over a week ago

Time Clock Notifications and Auto Clock Out

Simple notifications - Significant productivity

Written by Chen Shofar
Updated over a week ago

My employee cannot see the Time Clock in the app

Assign the Time Clock to your mobile users

Written by Chen Shofar
Updated over a week ago

I am having issues exporting the Time Clock Excel file

Written by Chen Shofar
Updated over a week ago

QuickBooks Online Integration FAQs

How to automatically export your timesheets to QuickBooks Online and save time on creating your payrolls

Written by Chen Shofar
Updated over a week ago

Can I export Time Clock data to my payroll software?

Utilizing the Time Clock for wages

Written by Chen Shofar
Updated over a week ago

Can I add and revise shifts from the Launch Pad?

Adding shifts manually in the time clock from the Launch Pad

Written by Chen Shofar
Updated over a week ago

Can users clock in and out from the dashboard?

Clocking in and out, choosing a tag, and leaving notes

Written by Chen Shofar
Updated over a week ago

Can my employees add or revise shifts from their mobile devices?

Editing your timesheet

Written by Chen Shofar
Updated over a week ago

Archiving Time Clock employees'

Keep former employee Time Clock data in the dashboard

Written by Chen Shofar
Updated over a week ago

Adding email address for employees for QBO integration

How to integrate the Time Clock with QuickBooks Online using employees' email addresses?

Written by Chen Shofar
Updated over a week ago

Automatically export and share your employee timesheets and payroll reports

Send periodic reports of timesheets and payroll exports to email addresses of your choice and set your payroll process on auto-pilot

Written by Yuval M
Updated over a week ago

Workflows

The power of Workflows (Digital Forms)

Explore the value of workflows and their potential for your business

Written by Yuval M
Updated over a week ago

Your Guide to Workflows

What are Workflows, why do you need them, and how do you create Workflows?

Written by Chen Shofar
Updated over a week ago

Creating Workflows

Make sure tasks are done step by step

Written by Chen Shofar
Updated over a week ago

How do I create a checklist?

Create a checklist with our Workflow feature

Written by Chen Shofar
Updated over a week ago

Where can I find the Workflow entries?

Check your employee's entries using show entries

Written by Chen Shofar
Updated over a week ago

Deleting Workflow submissions

Organize your employee submissions

Written by Chen Shofar
Updated over a week ago

Can I export Workflow entries?

Improve compliance and receive instant emails every time an employee completes a Workflow

Written by Chen Shofar
Updated over a week ago

Bulk workflow actions

Downloading & deleting multiple Workflow entries in a single click

Written by Noam Serlin
Updated over a week ago

How to set up an automatic Workflow reminder

Automatic push notifications that remind employees to complete a Workflow

Written by Chen Shofar
Updated over a week ago

Edit Workflow entries

Amend mistakes and change your employee's answers

Written by Chen Shofar
Updated over a week ago

Can employees send Workflow entries to managers or customers?

Add multiple entries recipients

Written by Chen Shofar
Updated over a week ago

How to limit the number of Workflow entries

Limit total number of entries, number of entries per user and date

Written by Chen Shofar
Updated over a week ago

How to add a Status column to a Workflow

Create an approval or internal ticketing system for your company

Written by Chen Shofar
Updated over a week ago

Workflow Information Flow Automation

Distribute workflows entries to relevant stakeholders automatically in real-time

Written by Yuval M
Updated over a week ago

Read and Sign Workflow

Use workflows for compliance purposes

Written by Yuval M
Updated over a week ago

Send automatic reports of workflow entries to any email address

Send periodic reports of entries to email addresses of your choice and take process automation to the next level

Written by Chen Shofar
Updated over a week ago

Scheduling

Your Guide to Job Scheduling

Get to know Connecteam’s job-scheduling, where you can quickly and easily schedule shifts and dispatch jobs

Written by Alon Boneh
Updated over a week ago

How do I create a new schedule?

Get started with the scheduler!

Written by Chen Shofar
Updated over a week ago

How do I Create a Schedule for a Retail Store or Restaurant ?

Advices to easily create your employee's schedule.

Written by Chen Shofar
Updated over a week ago

Job Scheduling: week and time settings

Week starts, work hours, time zone and format

Written by Chen Shofar
Updated over a week ago

Job Scheduling: mobile app settings

Reject, accept, check in and complete options

Written by Chen Shofar
Updated over a week ago

Users Schedules

Viewing team members schedules

Written by Noam Serlin
Updated over a week ago

Scheduler shortcuts

Find out tips on how to create your schedule faster

Written by Chen Shofar
Updated over a week ago

Can I export my team's schedule?

Export your schedule to an Excel file

Written by Chen Shofar
Updated over a week ago

How do I copy shifts?

Copy previous week and repeat shift options

Written by Chen Shofar
Updated over a week ago

Scheduler Notifications for admins

Get notified by web and mobile push

Written by Chen Shofar
Updated over a week ago

Open shifts

How to set up the "claim shift option"

Written by Chen Shofar
Updated over a week ago

Can I be notified if an employee has not started his/her shift?

Scheduler notifications for managers and admins

Written by Chen Shofar
Updated over a week ago

Jobs

Create shifts faster using Jobs

Written by Chen Shofar
Updated over a week ago

Availability

Know when your employees are available to work

Written by Chen Shofar
Updated over a week ago

How to search for a shift

Filter your shifts by shift title.

Written by Chen Shofar
Updated over a week ago

How to assign a shift to a group

Can I assign a shift to multiple employees?

Written by Chen Shofar
Updated over a week ago

Shift templates

Save shifts as templates and schedule quicker and with ease

Written by Chen Shofar
Updated over a week ago

Schedule Weekly Templates

Utilize weekly shifts templates for quick scheduling

Written by Noam Serlin
Updated over a week ago

Print your weekly schedule

How can I print my schedule or save it as a PDF file?

Written by Chen Shofar
Updated over a week ago

Mobile app scheduling management for admins

How to manage scheduling from the mobile app?

Written by Chen Shofar
Updated over a week ago

Scheduling and Time Clock Sync

Learn everything about the scheduling and time clock sync, how to un-sync, tips and more!

Written by Chen Shofar
Updated over a week ago

Job Scheduling: Learn how to import shifts from excel

Import bulk of shifts and jobs using an excel (CSV) file and save time on your weekly roster

Written by Chen Shofar
Updated over a week ago