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Your 5 Minute 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

So you've decided to invest in Connecteam for your business?

Congrats! 🤩 now what?

This tutorial will guide you step-by-step to get you started in just a few minutes!

After reading this article you should be able to:

  1. Operations Hub: Track your users' hours & schedule their shifts.

  2. Communications Hub: Create team chats & publish engaging updates.

  3. Hr & Skills Hub: Collect documents & set up onboarding materials.

We're in this together! 🙏🏻 Our LIVE support team (at bottom right corner of your screen) replies in under 5 mins to ANY question.

📆 Operations Hub:

Time Clock: track your employee's hours.

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 2 things to know to get started:

1. Jobs:

The first thing you will want to do is set up your Jobs. “Jobs” in Connecteam is 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. 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.

Job Scheduler: create a schedule with ease.

Easily create shifts or dispatch jobs for your team with all the information they need right in their mobile app such as location, special instructions, and attached files.

Only 2 things to know to get started:

1. How to create a shift:

Learn how to quickly schedule shifts with this simple guide. 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); Customers, job types (e.g. cleaning), work sites, or projects.

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

2. Employee Availability

Allow users to set their preferred working hours and unavailability.

The action will generate a visual indication on your schedule to easily see who's available to work.

☎️ Communications Hub:

Chat: improve your team's communication.

Our chat is a great way to communicate with your team. It's easy and instant! Avoid tons of phone calls or messy text messages. Activate the chat with this simple guide.

Only 2 things to know to get started:

  1. Creating team chats: You can create a new team chat for certain users by choosing select users, or you can use smart groups.

  2. Using smart groups: If you want to create a Team Chat for a group of employees like "Bartenders chat", Smart Groups will be your choice. The Team Chat will be available to current and future users that match the group's rules set.

Updates: Increase your employees' engagement. 🚀

Tracking engagement is very crucial when it comes to your employees. Think of the Updates Feature as your company's personalized social feed with insights.

Only 2 things to know to get started:

  1. Use our pre-made Templates: We have added a variety of different Templates so you will be covered on any topic you need. They are a great base to start with, but always customize them to make them your own!

  2. Track engagement: you will be able to see in real-time who has viewed your update and notify those who haven't viewed it yet. This will prompt employee engagement and make your job a lot easier.

✏️ Hr & Skills Hub:

Courses: create digital training courses.

The course feature allows you to create customized digital courses which your employees can complete straight from their mobile phones.

Only 2 things to know to get started:

  1. The options are endless: whether you're looking to create training materials, "read and sign" a document, an employee knowledge base, or simplify the onboarding process, it can all be done with this simple guide.

  2. How to Complete a Course: easily show your employees how to complete a course on the mobile app (or desktop) with this simple guide.

    Documents: track employees' documents in one place.

Whether it's a Federal W4 Form, or a new employee hire form all the documents pertaining to your entire company can be found directly in the Documents tab. No more searching file folders to find that one document you need.

Only 2 things to know to get started:

  1. How to add a document:
    The first thing you'll want to do is add documents, and sort them into packs! use this simple tutorial which will guide you step-by-step.

  2. How do Documents look for users in the mobile app?

    Users can access and upload their documents in the mobile app. Simply head to the profile tab and to employee documents and then resubmit or access the necessary documents.

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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