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Operations Hub - The Advanced Plan

Dive into the value of the Advanced Plan under the Operations Hub

Written by Maya D

The Operations hub includes the following features: Time Clock, Job Schedule, Forms, and Quick Tasks. 

The Advanced plan gives you all the tools you need to manage your business easily, even as it grows. In short, head to the beach, sit back, and sip your piña colada! With customizations and bulk actions, you can run your team with minimum effort and get maximum results. Let's explore the value of the Advanced plan!

Time Clock

Customize the clock-in experience: Choose how your team clocks in and out to fit your business needs while keeping your operations running smoothly.

✨ Learn more about this capability by clicking here.

Location-based employee tracking: Now, employees will know if they are required to be in a specific location in order to clock in. Our Time Clock displays a map, making it easy for them to see where they are located in relation to the geofenced area.

✨ Learn more about this capability by clicking here.

Identify the gap between scheduled hours and actual worked hours: When you review your employee's timesheet, a column highlights the difference between the scheduled and actual worked hours. If you click on it, you can compare these times and, if needed, even chat with the user directly from here to warn them.

✨ Learn more about this capability by clicking here.

Simplify and automate payroll: Make payroll a breeze by allowing your employees to submit their timesheets when they’re ready. You can then review and approve their timesheets, and then you're done. With just a few clicks, you have finalized payroll, avoided any mistakes, and ensured everyone gets paid correctly and on time.

Then, admins can filter their view of their timesheets so they only see those that have been submitted by the employee. Enter each, review their worked hours and any approved time off they have, and ensure everything is accurate and ready. To finalize the process, approve their timesheets.

The employee will instantly know their timesheet has been approved.  

 

✨ Learn more about this capability by clicking here. 

Payroll Period Notifications: Get reminders when a payroll period ends. To learn more, check out How to Set Your Payroll Cycle and Payroll Reminders.
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Lock Days in Timesheets: Lock past days so timesheets can no longer be edited. To learn more, check out Approving Employee Timesheets for Payroll.

Modify Options to Track Time: Customize how employees track their time. To learn more, check out Customizing How Your Employees Clock In and Out.

Customize your timesheet exports: Add or remove columns and adjust their order to match your reporting needs, ensuring you stay on top of both legal and company policies without the headache.

This is an example of a custom-made shift report we made:

✨ Learn more about this capability by clicking here.

Shift Attachments: Attach up to 2 items to each shift, such as item tracking, mileage, pictures and signatures. To learn more, check out Can I Use a Form as a Shift Attachment.

In-Shift Tasks: Add up to 5 dedicated tasks to each shift. To learn more, check out Shift Tasks.

Auto Clock Out: Automatically clock employees out when they reach the daily limit or leave the worksite. To learn more, check out Auto Clock Out Employees When They Leave a Worksite.

Automatic Breaks: Deduct breaks automatically with break rules. To learn more, check out How to Set Up Breaks (Paid/Unpaid).

Pay Rules: Assign pay rules to your employees. To learn more, check out How Do I Assign Pay Rules to My Employees.


​Timesheet Rounding: Round the hours on timesheets. To learn more, check out Rounding Hours in Connecteam.

Timesheet Bulk Actions: Act on several timesheets at once. To learn more, check out Perform Bulk Actions on Your Employee's Timesheets.

Custom Reports: Build custom reports and exports. To learn more, check out Custom Exports.

Bulk Actions for Adding Absences: Add absences for several employees at once. To learn more, check out Perform Bulk Actions in the Timesheets Tab.

Sub-Items: Add up to 3 sub-items to your Time Clock jobs, creating extra layers under the main job such as a customer, then a site, then a project. To learn more, check out Time Clock: Understanding Resources (Jobs, Clients, Projects, Sites) and How to Use Them.

On the Advanced Plan you are restricted to only 3 time clocks.


Job Schedule

Save time and effort with import capabilities: Skip the hassle of entering manual data! Easily import job and shift information from an Excel file, saving you time and effort, and getting your team set up in no time.

The same goes for shifts. Let's say that you are switching from an outdated software to Connecteam. You can easily import the shifts in bulk, transferring all employee schedules in just a few clicks without the need for manual entry. 

✨ Click here to learn more about importing shifts and here to learn about importing jobs.

Avoid miscommunication and scheduling errors: Let employees set their unavailability and work preferences so you can schedule them when it works for both of you. This helps avoid scheduling conflicts and keeps everyone happy and in sync.

With a single setting, your scheduling process becomes much easier, as illustrated below. You’ll know in advance when employees are unavailable due to personal reasons, like doctor’s appointments, and when they prefer to work—helping you create a schedule that works for everyone. 

 ✨ Learn more about this capability by clicking here.

Simplify shift swapping: Give employees the freedom to swap shifts with qualified and available coworkers, reducing no-shows and last-minute scheduling headaches. This feature ensures 100% shift coverage while keeping everything running smoothly.

✨ Learn more about this capability by clicking here.

Streamline the process of approving open shift requests: With a simplified process, employees can only claim shifts they are qualified for, while admins maintain control by approving or declining requests. This approach ensures compliance with labor laws, minimizes scheduling errors, and keeps operations running smoothly.

The admin can review the requests and approve or reject them, confident that only qualified employees have claimed the shifts.

✨ Learn more about this capability by clicking here.

Save time with efficient schedule planning: Create a single shift, a daily schedule or a weekly schedule and then save it as a template and use it as many times as you need in the future. You can access all the templates from the same place on your schedule. Drag and drop the one you need directly onto your schedule and enjoy the simplicity and efficiency of the scheduling process.

The same applies to recurring shifts. For jobs that occur regularly—whether daily, weekly, or monthly—you can create a single shift and set it to repeat.

✨ Click here to learn more about schedule templates and click here to learn about repeating shifts.

Foster better communication and planning with clients: Easily share a live link to your schedule with clients or third parties, giving them a clear view of planned employee work hours and job completion timelines. This keeps everyone on the same page and helps maintain strong business relationships.

✨ Learn more about this capability by clicking here.

Groups Based on Shift Claiming: Control which groups can claim which shifts. To learn more, check out How to Assign a Shift to a Group.

Adding Shifts in Bulk: Add several shifts at once. To learn more, check out Perform Bulk Actions on Shifts in the Job Scheduler.

Push Notification Customization: Customize the push notifications your team receives about shifts. To learn more, check out Schedule Notifications for Admins.

On the Advanced Plan you are restricted to only 6 schedules. To learn more, check out How Many Schedules Can Be Created in My Account According to My Plan.


Forms

Encourage honest feedback with anonymous forms: When filling out a form, the employee will instantly know if it's anonymous. So certain sensitive topics, such as giving feedback on managers or shift supervisors, are ideal instances when making the form anonymous will be beneficial.

It will encourage better feedback and more frequent entries.  

Ensure employees provide all the data you need: Make important fields, such as employee or client signature, mandatory.

This way the employee will not be able to submit their entry unless they complete it, as illustrated below.

Ensure Image Accuracy and Authenticity: Decide whether employees can upload images from their camera, photo gallery, or both when submitting forms. This control helps maintain the quality and trustworthiness of the images submitted, ensuring you receive accurate visual documentation.

When the user reaches the checkpoint and takes the picture, they won't be able to upload it from their gallery; they will need to capture it live using their camera.

Remind employees to submit forms on time: Automatically send reminders to employees to submit their forms on time. No more chasing them down—this feature ensures timely submissions without any extra effort on your part.

The remind can either be recurring or a one time reminder. If you need a form to be completed by a certain deadline, it's important you set these reminders. All employees who haven't submitted the form yet, will be notified.

✨ Learn more about this capability by clicking here.

Entry Limits: Limit the total number of entries, the number of entries per user, and when entries can be submitted by date and time. To learn more, check out How to Limit the Number of Form Entries.

Entries Table Bulk Actions: Act on several entries at once. To learn more, check out Bulk Form Actions.

GPS Location for Specific Fields: Require the user's GPS location on specific fields. To learn more, check out Form Types: Reporting Forms.

Speech to Text: Let users dictate their answers instead of typing. To learn more, check out Can I Record Voice Input in Form Fields.

Conditional Questions: Add up to 2 conditional questions to each form. To learn more, check out Forms: How to Create Conditional Forms.

Formula Question: Calculate values in a form. To learn more, check out How to Add Formulas to a Form.

Users Editing Submissions: Let users edit their form submission. To learn more, check out Can Users Edit Their Form Submission.

Duplicate Question: Duplicate a question inside a form. To learn more, check out Starting Guide to Forms.


Quick Tasks

Control who has the power to create and assign tasks within the company: Ensure that only the right people can create and assign tasks within your company. This promotes accountability and ensures tasks are managed by those who understand the context and priorities.

✨ Learn more about this capability by clicking here.

Save time while managing your company's tasks: Effortlessly manage tasks for your team using the quick actions menu. With just a click, you can remind users to complete a task, mark them as done, duplicate, or archive them. This streamlined approach saves you time and keeps everything organized.

Create recurring tasks: Set tasks to repeat automatically, ensuring important activities are completed on schedule. This feature helps maintain consistency and keeps your team focused on their priorities without missing a beat.

✨ Learn more about this capability by clicking here.

Assign one task to multiple users: Assign a single task to several users, or create separate tasks for multiple users in one go. To learn more, check out Quick Tasks: Must-Have Capabilities.

All Tasks Tab: See every task in the company in one place. To learn more, check out Quick Tasks: Created by Me vs. My Tasks vs. All Tasks.

Sub-Tasks: Break a task into up to 5 sub-tasks. To learn more, check out Quick Tasks: Must-Have Capabilities.

Advanced Settings Control: Control the advanced settings of your tasks. To learn more, check out Quick Tasks: Admin Permissions.


Automations

Save time by automating repetitive work across the Time Clock, Job Schedule, Forms and Quick Tasks. To learn more, check out Starting Guide to Automations.

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