Here at Connecteam, we serve many clients from the retail industry all around the globe. With our retail customers’ experience and our product knowledge, we have compiled this list of features and capabilities that have proven to push these companies into their digital transformation. All of which helps drive their business forward and keeps employees engaged and productive.

We have created this article to assist you in customizing your app to fit your needs and to get inspired by the many examples presented.

After reading this article you should be able to:

  1. Time clock: Monitor and track your team's hours while making sure they are at the right place & time.
  2. Job schedule: Create your weekly/monthly schedule with ease.
  3. Workflows: Create daily checklists & reports for users to fill, while you monitor and oversee the execution.
  4. Task management: Assign users relevant tasks and projects so that everything gets done properly.
  5. Updates: Publish updates on a regular basis to ensure all teams are aligned with company policies and important announcements.
  6. Chat: Use the chat feature while creating relevant groups & channels.

Time Clock

Utilizing the time clock will allow you to track your employee’s work time and helps ensure that you are paying them for the correct amount that they’ve worked. Connecteam offers an arsenal of tools to help you manage your employees, ranging from the ability to see their exact location when clocking in and out, to tracking the number of hours worked at each client or facility for accurate payroll.

  • Jobs: Jobs are the information layer that you can track time for.

Retail companies, depending on how they operate, create jobs based on the various positions in the company.

Here are a few examples of frequently used jobs.

  1. Cashiers
  2. Front desk
  3. Mangers
  4. Customer service
  5. Janitor
  6. Security
  7. Stock
  8. Floor assistant
  • Daily limit & auto clock out: Most retail companies have set an amount of hours per shift and want to make sure users don’t exceed those hours or forget to clock out. In order to prevent that from happening, set up your daily limit to remind employees that they are reaching their daily limit and for you as a manager to be notified in real-time. In addition, set an auto clock option which means that users are not allowed whatsoever to pass a certain amount of paid hours per day.
  • Geolocation: Activating our Geolocation for the time clock will allow you to see the location of where your employees have clocked in and out of. You’ll be able to see this both on a map view and as an address.
  • Geo fence: Activating our Geo-fencing will ensure your employees clock in and out only when located on the job site. In addition to ensuring all employees are on-site, the time and money saved on all those “dead” times of clocking in when driving or when at home, is quite significant.

Job Schedule

  • Creating a shift: When creating your shifts in the schedule, you can put 2 different information layers, Shift Title and Job. Here’s how retail companies should utilize both of these.

Let's see how Retail companies populate the main shift details.

  • Shift title: this is another information layer to give users more info regarding their shift, for example, morning shift, evening shift, opening shift, or closing shift.
  • Shift job: populate the shift job with the relevant job your user is performing for example “ cashier”.
  • Repeated shift: to save time & effort, you can set shifts to be repeated and populated automatically to the user’s schedule (many retail clients have users that work the same shifts every week).
  • Shift & week templates: Create shift and weekly templates that are frequently used to save the dispatcher much time and effort making the dispatching process a walk in the park!

Workflows

Workflows are your tool to collect information from your employees and for them to access and submit while working. You can either create as many workflows as you want from scratch or use one of our ready-made templates.

Below are the 3 most used workflows we see by retail companies.

  • Opening & closing store checklist: A daily checklist for your store manager to go over prior to opening or closing the shop so that you can be sure all the tasks are completed and the store is ready to be opened or closed. This is a great way for you, the owner, to make sure that nothing is missing and that all is under control.
  • Daily Inventory checklist: A daily report that requires your users to go over the entire inventory to ensure everything is stacked properly and can alert you to anymissing items.
  • Hazard report: (Ticketing system) Another operational form that is always accessible to your employees on their app, if they encounter a safety hazard in the workplace then they can report it straight away so the managers that might not be onsite, are immediately notified of it. A few other workflows like this might be Accident report, Maintenance ticket (for broken equipment), and more.

Task management

Tasks are an incredible tool to manage one-off tasks or even lists of tasks that need to be done and completed by a certain date and are not necessarily framed into a shift or workflow. A task can be tagged with multiple tags.

Here are some frequently used tasks for example:

  1. Clean seating area
  2. Count inventory on aisle X
  3. Take out garbage
  4. Product price tags check
  5. Rearrange items properly
  6. Fix negative inventory tags
  • Tags: After creating a task for one or many users, don’t forget to tag the task. Tagging a task is a great way to filter out the tags both for you and the users, and helps make sure the overview of the process is as clear as possible. A tag can be a certain priority level or a manager name that is in charge of that task. Waking up in the morning and filtering the daily tasks by priority levels is crucial so you can get eyes on what is important and needs to be done ASAP.

Updates

Updates are your main channel for making periodical or one-off announcements. Not only are these easily created from your mobile app and your Manager Dashboard, you even have actionable insights as to who has seen or reacted to it. Now you can easily follow up and make sure all messages have gone through properly.

Here are a few frequently used updates by retail companies:

  1. New & important store sales
  2. Current in-store sales & deals
  3. An employee on the month update
  4. Stock orders of the day
  5. Welcoming new employee
  6. Holiday wishing
  7. Payroll announcement
  8. Schedule unavailability check-up announcement

Chat

Connecteam’s team chat app allows you to effortlessly share media and files, and it can be done from anywhere. Our chat allows employees to upload images, videos, or files to a conversation, and also share their location in real-time. For system admins, there’s even a webchat that can be easily accessed from the desktop dashboard, so you can engage and communicate with your employees at any time.

  • Here are a few group chats you should create.
  1. Managers team chat
  2. All users chat
  3. Chat-based on employee position/role
  4. Carpool chat
  5. Department chats
  • Create an all user channel: If you want a channel just to share information without the ability for mobile users to comment, you should choose this option. You can also enable the option to message anonymously on a channel. This option will allow each member including the group creator to share messages anonymously.

Feel free to reach out if you have any questions!

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