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Operations Hub - The Advanced Plan

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

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a month ago

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.

✅ Use Case

If your company has a more flexible workforce that works depending on shifts or based on job demand, you might need to allow employees to clock into both scheduled shifts and without any shifts. To achieve this, you can adjust the settings of the time clock to allow both types of clock in/out and also determine which devices they can do it from—the mobile app, desktop, and/or kiosk app.

Once you set it up, as illustrated above, the employee will be able to clock into either any of their scheduled shifts for today or without any shifts at all by selecting one of the jobs for which they are qualified. 

✨ Learn more about this capability by clicking here.

Location-based employee tracking: Did you know that time theft costs U.S. employers billions of dollars annually, and 49% of shift workers admit to engaging in it? With Connecteam's Advanced plan, you can set up to 10 geofenced work locations, ensuring your employees clock in only when they arrive on-site, reducing unnecessary costs and boosting accountability.

✅ Use Case

Let's say you are a construction company that needs to ensure employees can only clock in when they arrive at the construction site, or you are a cleaning company that requires cleaners to only start the clock when they reach the client's home. Then, you can set up a geo-fence around your work location.

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: Quickly spot the difference between scheduled and actual hours worked with an easy-to-read timesheet. This ensures you’re only paying for the hours worked, helping you save money and keep employee performance on track.

✅ Use Case

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.

✅ Use Case

When it's time to conduct payroll, employees can review their timesheets from either their mobile app or desktop and click on 'Submit timesheet'.

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

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.

✅ Use Case

If you ever need a customized report—whether to match your payroll provider's template, view specific information, or fulfill a request from another department or client—you can easily create a custom export. Simply choose the type of report you need, whether it's a Timesheet or Shift Report, and make the necessary adjustments. You can add or remove columns, change their order, and rename them to suit your needs.

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

✨ Learn more about this capability by clicking here.

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.

✅ Use Case

Whether you're transitioning from your old software to Connecteam or moving away from pen, paper, and piles of documents, you can fully take advantage of the import capability. For example, if you have a new group of clients and need to add them as jobs, you can easily import them in bulk with just a few clicks.

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.

✅ Use Case

Your employees can easily set their work preferences on the go and include notes for added context.

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.

✅ Use Case

Let’s say one of your employees has a scheduled shift tonight but falls ill and can’t work. Instead of stressing over finding a replacement or relying on the admin to individually message all qualified employees, the employee can simply send a shift replacement request to all available and qualified colleagues in one go.

You can also decide whether the swap is automatic or requires admin approval. If it's automatic, the first colleague to accept the replacement will take over the shift. Just like that, the shift is reassigned effortlessly.

✨ Learn more about this capability by clicking here.

Streamline the process of approving open shift requests: Cut approval time by 50% and reduce administrative burdens. 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.

✅ Use Case

Let’s say you have five 'supervisor' shifts next week, and multiple employees are qualified for the role. You want them to claim one or more shifts that fit their schedules. Only employees qualified for the supervisor role will be able to view and claim these open shifts.

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: Cut your scheduling time by 30% using daily and weekly templates, copying previous weeks, and repeating shifts. This allows you to focus on other important aspects of your business while ensuring the schedule is always accurate and ready.

✅ Use Case

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.

✅ Use Case

Let's say you offer cleaning services and one of your loyal clients who has multiple office spaces wants to know the schedule each of them. You can create a filtered view of the schedule, so that only the relevant shifts are displayed and then share the live link to the schedule. As illustrated below, the client will be able to view planned work hours and timelines in real time for each of their office locations. 

✨ Learn more about this capability by clicking here.

Forms

Encourage honest feedback with anonymous forms: Boost response rates by 70% with anonymous forms. This encourages employees to provide honest, unbiased feedback, helping you gather valuable insights without fear of judgment.

✅ Use Case

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: Reduce incomplete form submissions by 50% by making specific fields mandatory. This ensures that every form collects all necessary information, guaranteeing comprehensive and accurate data every time.

✅ Use Case

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.

✅ Use Case

Let’s say you are supervising an employee on patrol duty and need them to fill out a form for their shifts, including live pictures at specific checkpoints. You can set the image source to allow only the camera for capturing these photos.

When the officer 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.

✅ Use Case

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.

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.

✅ Use Case

For example, let's say you only want employees who are qualified to do supervisor shifts to be able to create tasks for other users. You can set this up from the Quick Tasks User Permissions.  

Take a look at the comparison below to understand how the quick tasks would look for a shift supervisor compared to another employee that doesn't belong to this group.

✨ 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.

✅ Use Case

If there are certain tasks that are no longer relevant, avoid having to access them one by one to archive or delete them. Simply select the box on their left side, go to the Actions menu, and archive them in bulk.

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.

✅ Use Case

Let’s consider a construction company where a specific employee is responsible for conducting safety inspections on job sites every week. By creating a recurring task for these inspections, admins can ensure the team receives timely reminders to complete them as scheduled. You can even set the task to end on the last day the construction project is expected to be completed.

✨ Learn more about this capability by clicking here.

Start using the Advanced plan for just $59 (monthly) or $49/mo x12 (yearly)

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