How to Set Up My Account
Learn how to quickly set- up your Connecteam account
Noam Serlin avatar
Written by Noam Serlin
Updated over a week ago

Here at Connecteam, we help companies from all around the globe, run their day-to-day operations. From managing employees' daily operations to dealing with payroll we understand that it is very important for your account to be set up accurately to your needs. As you’re setting up your account, we want to help you do this in the best possible way, that’s why we compiled this list of features and capabilities that are proven to push your company into your very own employee app.

This article will assist you in customizing your app to fit your needs and will share examples of common use cases. After reading this article, you should be able to:

  1. Set up your Time Clock: Monitor and track your team's hours while ensuring they are at the right place & time.

  2. Use the Job Schedule: Create your weekly/monthly schedule with ease.

  3. Benefit from a workplace chat: Improve your internal communication by creating team chats and channels.

  4. Create Forms: Create daily checklists & reports for users to fill, in order for you to monitor and oversee their execution.

  5. Utilize Updates: Keep your employees up to date with operational and engaging announcements that are featured on your company’s own feed.

  6. Quick tasks: Assign users relevant tasks and projects so that everything gets done properly.

1. Time Clock

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.


The first thing you will want to do is set up your Jobs.

“Jobs” are an information layer that you track time for.

It can be used as a client name, a specific site, or an actual job performed on a daily basis, up to you and your business.


We give you the ability to customize the time clock to your needs so that you can choose what actions your employees can or cannot do, for example - you can decide if your employees can clock in directly from their mobile app or they can do so only from a stationary Kiosk station on the job site.

Editable Timesheets and Payroll:

We know that Payroll is a pain. With Connecteam, overseeing your employees’ hours is a breeze. We created a guide that takes you to step by step on how to prepare for payroll using Connecteam. Moreover, all employee time cards are completely adjustable by the manager, with an option to add manager notes per shift, and even export a time card as a personal PDF or a payroll-ready Excel file, all based on shifts or days.

2. Job Schedule

Creating shifts:

When creating your shifts in the schedule, you can put 2 different information layers, Shift Title, and Job.

  • Shift job: These will be the list of positions that you created within the Time Clock which your employees will clock in and out from.

  • Shift title: This is another information layer to give users more information regarding their shift, for example, morning shift, evening shift, and night shift.

Shift and Weekly 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!


Probably the most important ability is to understand which of your employees are able/unable to work at any given time. Through the mobile app, your employees can mark their unavailability and include a note explaining why. The action will have a visual indication of your schedule, giving you an easy way of understanding who can be scheduled and who cannot.

Shift Replacements:

Enable shift replacements for your staff to save you time and stress when unexpected changes arise.

Pro Tip: Use qualified users to ensure the shift swap occurs between employees that are equally qualified to perform the job.

3. Chat

Our Chat feature is the best place for your daily communications. With chat, you can avoid tons of phone calls or messy text messages and instead reply to your employees when needed in real-time.

As a manager, you have full control of all team chats, permissions, and messages sent, not to mention an easy and quick onboarding experience for every new employee that is added to the account. There is no need for anyone to add an employee’s phone number to their own personal phone, or update contact information as changes come in like a new number, instead, the company Chat closes this gap. Here are a few examples of group chats you can create:

  • Managers team chat

  • All users chat

  • Chat-based on employee position/role

  • Location-based chats

You can also create an all-users channel: If you want a channel where you can just share company information without the ability for users to comment, you should choose this option. Examples include policy changes, weather updates, formal HR announcements, and more. 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. (Note that you can also start a one-on-one chat with employees as needed.)

Pro Tip: Assign each team chat to the relevant Smart Group to ensure that all of your current and future users will always be up to date with any conversation!

4. Forms

Forms allow you to create digital reports and checklists for your employees to fill out while on the go and in real-time. These are always available on your employees’ mobile phones and can be utilized when needed. Employees can fill these out immediately instead of writing everything out by hand, which can lead to errors and more often than not, doesn’t happen at the exact moment as needed.

You can create as many Forms as you want from scratch or use one of our ready-made templates. All submissions can be exported into either excel or PDF and shared with relevant stakeholders the second it’s completed.

Examples include:

  • End of shift report - A checklist for your security guards to submit prior to the end of their shift so that you can be sure all the tasks are completed and the facility is ready to be opened the next day or for the next shift. This is a great way for you, as an owner or a manager, to make sure that nothing is missing and that all is under control.

  • Coronavirus daily checklist- having your team sign off every day that they do or do not have a fever

  • Incident report - Whenever an incident occurs, it’s important to capture the information as soon as possible. Connecteam allows your employees to easily record the incident, upload images if needed, sign the report, and share it with the relevant stakeholders.

5. 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 security companies:


  • Daily Announcements

  • Special events

  • Payroll announcement


  • Welcoming new employees

  • An employee of the month

  • Holiday wishes

6. Quick tasks

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 Form. A task can be tagged with multiple 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.


In this article, we went over what features we provide and they can help you get your company's platform up and running!

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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