Cleaning 5 min Company Set Up
Learn how to quickly set-up your company - 5 min. read
Zvi Cohen Zion avatar
Written by Zvi Cohen Zion
Updated over a week ago

This article will assist you in customizing the Time clock and Scheduler to fit your needs. After reading this article you should be able to:

  1. Set up your Time Clock: and start tracking your employees hours.

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

Time Clock

Utilizing the time clock will allow you to track your employee’s work time and help ensure that you are paying them for the actual time they’ve worked.

Only 3 things to know to get started:

1. Jobs:

The first thing you will want to do is set up your Jobs. “Jobs” in Connecteam are an information layer that you track time for. From our experience, cleaning companies typically define their jobs as a client name or location. By doing so, you will be able to track the number of hours spent at each client or facility and bill them accordingly.

2. Editable Timesheets and Payroll:

Track employee hours and prepare for payroll with this simple guide.

Employee time cards are fully adjustable by the manager, with an option to add manager notes per shift, and exporting them as a PDF or a payroll-ready Excel file.

3. Manage PTO:

Easily manage Paid Time Off by reviewing the employees' requests, which they can submit from their mobile device. Click here to learn how to approve a request.

Once approved, an absence will automatically be added to the employee’s time card.

Job Scheduler

By utilizing the schedule, you can make sure that your employees always have the most relevant information, straight in their phones. Whether you’re directly assigning shifts to your employees or creating open shifts that they can claim, Connecteam will certainly improve your scheduling, minimize back and forth communication and save you time!

Only 2 things to know to get started:

1. How to create a shift?

When creating a shift, you can put 2 different information layers:

  • Shift job: These will be the list of clients or locations that you created within the Time Clock and will be the jobs your employees clock in and out of.

  • Shift title: This is an additional information layer that can be added to the shift that will help you categorize your shifts. An example could be if it is a morning or an evening shift.

After a shift has been created and published the relevant employees will be notified and will be able to access and view all details in advance. Any changes or edits that are applied on a shift will notify all relevant parties of it in real-time.

2. Employee Availability

Easily understand which of your employees are able to work or not, at any given time. Through the mobile application, your employees can let you know if they are unable to work and include a note explaining why. The action will have a visual indication on your schedule, giving you an easy way of understanding who can be scheduled.

*This tutorial covered the basic functionalities to get you started today! For more Cleaning company setup tutorials click here

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