HR Hub - The Expert Plan

Connecteam's HR & Skills Hub helps you manage employee time off, training, documents, hiring, and recognition, all in one place. The Expert Plan provides additional flexibility, customization, and automation to help you manage your HR processes and support your employees as your organization grows.

Let's explore the capabilities available in the HR & Skills Hub Expert Plan!

Connecteam's Time Off feature simplifies time off management by digitizing the entire process. Create paid and unpaid time off policies, with or without balance tracking, and let Connecteam automatically calculate employee balances, saving time and providing clear visibility for both admins and employees. The Expert plan includes:

Unlimited Time Off Policies: Create an unlimited number of paid and unpaid time off policies, with or without balance management and tracking. This allows you to manage different types of time off according to your company's requirements.

Admin Approval: Require manager approval for employee time off requests to ensure that requests are reviewed before being approved.

Carryover Limits: Set limits on how much unused time off employees can carry over from one year to the next.

Time Off Request Limitations: Set rules that determine when and how employees can request time off. These include limiting request duration, defining how far in advance employees can submit requests, setting waiting periods, and configuring blackout dates during which employees cannot request time off.

Team Availability Limitations: Set limitations based on team availability to help prevent too many employees from requesting time off during the same period.

Deep Admin Permissions: Customize admin permissions to determine which actions each admin can perform within the Time Off feature, giving you greater control over how policies and requests are managed.

Pro Tip: to learn more about the Time Off feature, click here.

With the Courses feature on the Expert Plan, you will be able to fully customize courses and monitor your employees’ progress.

Unlimited Courses: Create an unlimited number of courses to train employees, share important information, and manage learning across your organization.

Course Content: Divide courses into sections and add different types of content, including text, images, videos, files, and quizzes.

Course Templates: Access the course templates library to create training materials more efficiently and customize them to your organization's needs.

Course Hierarchy: Control the order in which employees complete course sections and objects. You can require employees to complete previous content before moving forward or allow them to access sections freely.

Course Availability: Decide when course sections and objects become available to employees by setting specific availability dates.

Course Due Dates: Set due dates for course completion to help employees stay on track with their training requirements.

Storyline Content: Add Articulate Storyline content to your courses to provide employees with interactive training materials.

Export Courses: Export course information to help manage and review employee training outside the platform.

To learn more about Courses, click here.

Quizzes in Courses: Add quizzes to your courses to assess employees' understanding of training materials.

Required Score: Set a minimum passing score for quizzes to ensure employees meet your training requirements.

Quiz Insights: Monitor quiz results and employee completion statuses to track training progress and identify areas where additional learning may be needed.

Unlimited Documents and Packs: Create unlimited documents and document packs to collect, organize, and manage important employee information.

E-Sign Documents: Create up to 10 E-Sign documents to collect employee signatures digitally. This allows employees to review and sign important documents, such as employment contracts and company policies, directly from their devices.

Document Review Process: Require admin review for uploaded documents. Admins can approve or reject submissions, and employees are notified when corrections or additional documents are needed.

Document Expiration Dates: Set expiration dates for employee documents and receive notifications before they expire. This helps you keep important documents up to date and manage renewals more efficiently.

Document Permissions: Customize admin permissions to control who can access and manage employee documents.

To learn more about Documents, click here.

Employee Timeline: Document important professional events and milestones for each employee, such as promotions, salary changes, or transfers between departments.

Timeline Attachments: Add descriptions and attachments to timeline events to keep relevant information organized within each employee's profile.

Shortcuts: Add in-app shortcuts to timeline events that link directly to other features in Connecteam. For example, you can attach a shortcut to an employee evaluation form, allowing managers to access it directly from the relevant timeline event.

To learn more about Shortcuts, click here.

To learn more about Timeline, click here.

Send Recognitions: Recognize your employees' achievements, milestones, and contributions by sending them recognition badges.

Custom Badges: Create up to 5 custom recognition badges to acknowledge specific achievements and reflect your company's values.

Manage Badges: Create, edit, and delete recognition badges to keep your badge library organized and relevant to your organization.

Custom Publishers: Create up to 2 custom publishers to send recognitions on behalf of your company, management, or a specific department.

To learn more about Recognitions, click here.

Send Rewards: Recognize employees for their achievements by sending them tokens they can redeem for rewards.

Custom Publishers: Send rewards on behalf of your company, management, or a specific department, allowing you to customize how rewards are presented to employees.

Admin Budget: Set and manage budgets for admins who send rewards, giving you greater control over how reward tokens are distributed.

Low-Balance Notifications: Receive notifications when your rewards balance is running low, helping you stay informed and replenish tokens when needed.

Birthdays & Work Anniversaries: View your employees' birthdays and work anniversaries in one place to keep track of important milestones.

Automatic Celebrations: Automatically post birthday and work anniversary celebrations to your company's feed, allowing employees to celebrate these occasions together.

Celebration Engagement: Allow employees to interact with celebration posts through a dedicated engagement thread.

Personal Messages: Add personalized messages to celebrations to make employee milestones more meaningful.

Celebration Settings: Customize how celebrations are shared and managed across your organization.

Team-Based Celebrations: Enable team-based celebrations to make birthday and work anniversary posts relevant to specific teams, helping employees celebrate milestones with the colleagues they work with.

Open Positions: Create and manage open positions to organize your recruitment process and keep track of available roles.

Share Open Positions: Create and publish external links that candidates can use to apply for open positions.

Recruitment Pipeline: Manage your hiring process through different recruitment stages, giving you a clear overview of each candidate's progress.

Candidate Tracking: Track candidate statuses and organize applicant information in one place.

Onboard Hired Candidates: Once a candidate is hired, add them directly to Connecteam as a user to simplify the transition from recruitment to employment.

Onboarding Packs: Create up to 12 onboarding packs to organize the information and activities new employees need to complete when joining your company.

Customize Onboarding: Prepare onboarding packs for different roles, departments, or teams to provide new employees with relevant information and a structured onboarding experience.

Track Onboarding Progress: Monitor employee progress through onboarding activities to see what has been completed and what still requires attention.

Organizational Chart: View your company's organizational structure to understand reporting relationships and how different teams and departments are connected.

Customize Employee Cards: Customize the information displayed on employee cards within the organizational chart.

Export Org Chart: Export your organizational chart to share your company's structure outside Connecteam.

API Access: Connect Connecteam with other business systems using the API. This allows you to exchange information between platforms and support automated workflows, reducing the need for manual data entry.

Webhook Management: Create and manage webhooks to send information to external systems when specific events occur in Connecteam. This helps keep your connected systems updated and supports more efficient workflows.

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

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