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Operations Hub - The Basic Plan

Learn about all of our Basic Plan capabilities that are available on the Operations Hub - 7 min read

Written by Maya D

If you are looking to combine your operational tools within a single platform, then our Basic Operations Hub is an amazing starter plan for you! To begin, the Operations Hub consists of the following features:

  • Time Clock

  • Job Scheduler

  • Forms

  • Quick Tasks

The Basic Plan is packed with capabilities and provides you with all of the basic tools that you might need to manage the operations within your organization, and is perfect for smaller teams that are looking to digitize their business.


Time Clock

GPS location stamp: Make sure your employees are clocking in and out on the job site by verifying their Geo-location stamp. The stamp will be generated with every punch in and out by an employee and can be easily found on your dashboard and timesheets.

Exportable timesheets: Get ready for payroll with one click and easily export your timesheets in your preferred format!
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Set Your payroll cycle: Set up your Payroll cycle and have the system adjust itself to the relevant time frame automatically!

Overtime: Set your own Overtime rules to ensure compliance with your company policies or country’s legal requirements.

Payroll Integrations: Export your timesheets with a single click directly to your payroll provider!

NFC Clock-Ins: Let employees clock in and out by tapping an NFC tag. To learn more, check out Starting Guide to NFC Clock-In.
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Amazon.com: Connecteam NFC Tag for Clock In & Out (2-Pack) : Office Products

Maps Display: View clock in and out locations on a map. To learn more, check out Starting Guide to the Time Clock.

Modify Approvals: Require admin approval when timesheets are modified. To learn more, check out Approving Employee Timesheets for Payroll.

Timesheet History: View timesheets for more than the last 30 days. To learn more, check out Preparing for Payroll From A to Z With Connecteam.

Custom Admin Notifications: Choose which Time Clock notifications you receive as an admin. To learn more, check out Time Clock Notifications for Admins.

On the Basic Plan you are restricted to only 1 time clock.


Job Scheduler

Unlimited Jobs: Create unlimited Jobs to easily distinguish between different projects, customers, or locations in your company. Create a structure for your employees by easily assigning each job to the relevant shift.

Job Import: If you do have lots of jobs then save yourself time by importing them.

Unlimited Sub-Items: Add unlimited sub-items to your jobs, creating extra layers under the main job such as a customer, then a site, then a project. To learn more, check out How to Import Jobs.

Shift Location: Attach a location or an address to each shift so your employees can easily navigate to their relevant work site. The address will generate a clickable link on your employee's mobile devices!

Import Shifts: If you have multiple shifts or your shifts are jobs you receive from booking service then being able to import shifts will surely speed things up.

Open shifts: Are you publishing your shift on a first-come-first-serve basis? Use our Open Shifts to publish a claimable shift for your employees and save yourself the previous scheduling time!

Notifications: Adjust the Notifications to always stay on top of your schedule and get real-time updates on your employees' activity.

Filters - View and dispatch your schedule exactly how you like using filters. Quick, Advanced, and Saved filters are all included in the Basic plan.

Export Schedule: Export your schedule to Excel. To learn more, check out Can I Export My Team’s Schedule.

Schedule Visibility: Decide if users can see each other’s schedules by creating a rule, and add exceptions for who can see whose schedule. To learn more, check out How Can Employees See Everyone’s Shifts in a Job Scheduler.

In-Shift Status Tracking: Let users confirm, reject, check in and complete their shifts, so you can follow the status of every shift in the schedule. To learn more, check out Reject and Confirm Shifts and Scheduler Notifications: Check-In and Complete.

In-Shift Tasks: Add up to 1 dedicated task to each shift. To learn more, check out Shift Tasks.
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On the Basic Plan you are restricted to only 1 schedule. To learn more, check out How Many Schedules Can Be Created in My Account According to My Plan.


Forms

Manager Fields: Perfect the internal communication processes in your company by creating Manager Fields - create an approval process by using the status and note fields!

Image upload field: Get live and accurate updates of an incident or confirm that a job was done to perfection by providing your team members with a way to upload images in real time.

Share Options: Enable the Share Option so that each entry can be shared with the relevant stakeholders once submitted.

Reorder dropdown items: Rearrange the items on a dropdown list according to your needs!

Export entries: Easily export your list of entries for compliance and reporting purposes.

File to Form: Turn an existing file into a form automatically. To learn more, check out Starting Guide to Forms.

Manager Fields: Perfect the internal communication processes in your company by creating Manager Fields. Create an approval process by using the status and note fields! On the Basic Plan you can add 1 status field and 1 note field to each form. To learn more, check out How to Add Manager Fields to a Form.


Quick Tasks

Tags: Use Tags to organize, sort, and filter tasks related to different projects, departments, locations, and more!

Overdue: Manage all your Overdue Tasks in one tab to stay on top of the progress in your company!

Export tasks: Easily export your list of tasks for compliance and reporting purposes.

Save Tasks as Drafts: Create a task now and publish it later.

Duplicate Tasks: Duplicate an existing task to save time on tasks you create often. To learn more, check out Starting Guide to Quick Tasks.

Task description: Add a description to each task to minimize back-and-forth phone calls and ensure your employees have all the information to complete a task to perfection.

Sub-tasks: Break down your bigger tasks into smaller sub-tasks to divide the workload between your employees and make it easier for them to complete the task to your satisfaction. You can create up to 2 sub-tasks for each task!

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.

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