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. 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.

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 export 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 devices. 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

The Job Scheduler makes it effortless to create shifts or dispatch jobs for your team and make sure they have all the information they need regarding their shift right in their mobile app such as the shift’s location, special instructions and attached files.

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: popular examples may include using jobs to represent roles (e.g shift manager / waiter / cashier); Customers, job types (e.g cleaning, roofing, delivery), work-sites or projects.

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

2. Employee Availability

Easily understand which employees are unable to work at any given time. Through the mobile application, your employees can mark their unavailability. The action will generate a visual indication on your schedule to easily see who's available to work.

*This tutorial covered the basic functionalities to get you started today! For the complete company set up tutorial click here

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