HR Hub - The Advanced Plan

Connecteam's HR & Skills Hub helps you manage employee time off, training, documents, hiring, and recognition, all in one place. The Advanced Plan includes everything in the Basic Plan, along with additional capabilities that give you greater flexibility, customization, and time-saving tools to manage your HR processes.

The HR & Skills Hub consists of the following features:

Let's explore the capabilities available in the HR & Skills Hub Advanced 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 Advanced plan includes:

Time Off Policies: Create up to 9 time off policies with balance management and tracking, along with unlimited policies without balance management.

Admin Approval: Require admin 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.

Accrual Rules: Customize how employees earn time off by setting maximum yearly accrual limits, minimum work thresholds, and tenure-based accrual rules.

Balance Limitations: Set maximum and negative balance limits to control how much time off employees can accumulate or use beyond their available balance.

Yearly Usage Limits: Define the maximum amount of time off employees can use within a year to better align requests with your company's policies.

Holiday Policies: Create holiday policies to manage company holidays and ensure they're reflected in employees' time off.

Required Attachments: Require employees to attach supporting documents when submitting time off requests, helping you collect the information needed to review them.

Bulk Add Time Off: Add time off for multiple employees at once, saving time when managing company-wide time off or updating several employees' records.

To learn more about the Time Off feature, click here.

Connecteam's Courses feature allows you to create digital training materials and onboarding content that employees can complete directly from their mobile devices.

Unlimited Courses: Create unlimited courses and organize them into multiple course categories to manage employee training across your organization.

Course Content: Add different types of content to your courses, including text, images, videos, PDF files, audio files, surveys, checklists, Knowledge Base content, and quizzes.

AI Course Creation: Generate courses using AI by describing the training you want to create. Connecteam helps build the course content, saving you time when preparing employee training.

Course Templates Library: Access ready-made course templates and customize them to fit your company's training needs.

Save Courses as Templates: Save up to 3 custom course templates to reuse when creating future training materials, helping you maintain consistency across your courses.

Course Management: Duplicate, move, and archive courses to keep your training materials organized. You can also use multi-select actions and advanced filtering to manage courses more efficiently.

Course Settings: Customize how employees interact with course content, including controlling the Next button, adjusting object settings, and managing course visibility.

Anonymous Courses: Allow employees to complete courses anonymously when appropriate for the training content.

Course Insights: Track employees' progress and completion statuses, with options to search and filter insights to monitor training across your organization.

To learn more about Courses, check out our Starting Guide to Courses

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

Quiz Questions: Create quiz questions with up to 8 possible answers per question.

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

Quiz Settings: Customize the quiz experience by choosing whether employees can view their final score, receive feedback on correct or incorrect answers, and see the correct answers after submitting.

Randomize Questions: Randomize quiz questions to provide employees with a different question order when completing assessments.

Quiz Attempts & Submission Dates: Limit how many times employees can attempt a quiz and set a final submission date to help manage training requirements.

Quiz Insights: View quiz results and employee performance to monitor learning progress and identify areas where additional training may be needed.

To learn more about Quizzes, check out our Starting Guide to Quizzes

The Documents feature allows you to collect, manage, and store important employee documents, such as employment contracts, tax forms, certificates, and licenses, in one place.

Unlimited Documents and Packs: Create unlimited document packs and add unlimited documents to each pack, allowing you to organize employee paperwork without worrying about storage limits.

E-Sign Documents: Create up to 2 E-Sign documents to collect employee signatures digitally. Employees can review and sign documents, such as company policies and employment agreements, directly from their devices.

Blank Documents: Create blank documents to collect information and files from employees without needing to upload an existing document.

Document Visibility: Decide whether documents are visible to employees in their mobile app, giving you control over which information employees can access.

Document Permissions: Customize general admin permissions and pack-level permissions to determine which admins can access and manage specific documents and document packs.

Document Review Process: Require admin review for submitted documents to ensure employee paperwork is checked before being approved.

Document Management: Track document submissions and view employee documents directly from their profiles or through the Documents feature.

To learn more about Documents, check out our Starting Guide to Documents

Open Positions: Create up to 10 open positions to organize your recruitment process and manage available roles.

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

Recruitment Pipeline: Organize your hiring process into different stages and track candidates as they progress through recruitment.

Candidate Tracking: Keep candidate information and application statuses organized 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.

To learn more about Hiring, check out our Starting Guide to Hiring

Onboarding Packs: Create up to 6 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.

Track Onboarding Progress: Monitor employees' onboarding progress to see which activities have been completed and which still require attention.

To learn more about Onboarding, check out our Onboarding guide!

Automate HR Processes: Create automations across your HR & Skills features to reduce manual work and ensure important actions are completed automatically.

Automations can be used with Time Off, Courses, Quizzes, Documents, Recognition, Rewards, Celebrations, Timeline, Hiring, and Onboarding. Set up triggers and actions to automate recurring tasks, such as notifying admins when an employee submits a time off request, assigning training materials, or updating information based on employee activity.

To learn more, check out our Starting Guide to Automations.

Employee Timeline: Keep track of important professional milestones, such as promotions, salary changes, and department transfers, directly from each employee's profile.

Timeline Attachments: Add descriptions, images, and files to timeline events to keep relevant information organized and accessible to admins.

To learn more about Timeline, check out our Starting Guide to the Timeline!

Rewards are an amazing way to show recognition and appreciation to your team in the form of tokens, which can be used to purchase gift cards from leading services. This is a great feature that was designed to serve as a tool for managers that want to incentivize and motivate their workers. The rewards can be offered to one or a few users at once and aren’t limited when it comes to validity.

Send Rewards: Recognize employees for their achievements by sending them tokens that can be redeemed for rewards.

Admin Token Permissions: Decide which admins can purchase tokens, send rewards to employees, or perform both actions, giving you greater control over your company's rewards program.

Disable Reward Cards: Disable specific reward cards to control which rewards are available to employees.

To learn more about Rewards, check out our Starting Guide to Rewards

The Recognition feature allows you to acknowledge employees' achievements, milestones, and contributions by sending them recognition badges.

Default Badges: Access all default recognition badges to celebrate employees' hard work and achievements.

Custom Badges: Create up to 5 custom recognition badges to acknowledge achievements that are specific to your company.

Manage Topics: Create and manage recognition topics to organize badges into different categories.

Personalized Messages: Add personalized messages when sending recognitions to make employee achievements more meaningful.

Likes & Comments: Allow employees to interact with recognitions through likes and comments, encouraging engagement and appreciation across your team.

Recognition Permissions: Customize admin permissions to control who can manage and send recognitions.

To learn more about Recognition, check out our Starting Guide to Recognitions

Birthdays & Work Anniversaries: Keep track of employees' birthdays and work anniversaries to recognize 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.

Celebration Settings: Customize how birthday and work anniversary celebrations are shared with your employees.

To learn more about Celebrations, check out this article!

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 your organizational chart to make relevant employee details easier to access.

To learn more about Org Chart, check out our Starting Guide to Org Chart

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