Connecteam is a One-stop-solution for Full Healthcare Staffing Operations.

Look no further! 🀩 We got it figured out.

Leaning on our experience working with hundreds of Staffing Agencies - This tutorial will guide you step-by-step to get you to Operational Excellence!

After reading this article you should be able to:

  1. Operations Hub: Track your users' hours & schedule their shifts.

  2. Communications Hub: Create team chats & publish engaging updates.

  3. Hr & Skills Hub: Collect documents & set up onboarding materials.

We're in this together! πŸ™πŸ» Our LIVE support team (at bottom right corner of your screen) replies in under 5 mins to ANY question.


πŸ‘ͺ Users & Smart groups:

The first step is adding your users, giving them correct credentials (for example: CNA, RN) and sorting them into relevant groups.

Custom fields: Start with creating a drop-down custom field for 'position' and add the different positions you need (CNA, RN, LPN etc').

Add users: If you have many users, you can import them in bulk. Simply download the excel template (the 'Position' custom field will appear there as a column).

Sort users: create a smart group for each position type. Grouping them now will help us later on with scheduling correctly (and much more).


πŸ“† Operations Hub:

Job Scheduler: publish your needs with ease.

The Job Scheduler makes it effortless to publish 'claimable' open shifts for your team, and provides them with all the info they need right in their mobile app, such as: location, date & time, special instructions, attached files and more.

Only 3 things to know to get started:


1. Jobs:

The first thing you will want to do is set up your jobs. "Jobs" in Connecteam are an information layer that you track time for. Healthcare staffing companies usually use position types as "Jobs" (CNA, RN, LPN etc').

2. Qualifying users to jobs:

Make sure that only qualified users can be scheduled to each job. Only qualified users (like the RN smart group selected in the image below), will be able to see and claim relevant shifts from their schedule in the app.

3. Creating Open Shifts:
Publish Claimable Open Shifts with Admin approval. Users' requests to claim a shift will be visible and pending approval (like in the image below). At this point, staffing agencies usually double check with the facility prior to approving.

Pro tip: save shifts as templates to schedule quickly and easily!

Need more guidance? πŸ™‹ Our LIVE support team (at bottom right corner of your screen) replies in under 5 mins to ANY question.

Time Clock: track your employees' hours.

Utilizing the Time Clock will allow you to track your employee’s work time and help ensure that you are paying them for the actual time they’ve worked.

Only 4 things to know to get started:

  1. Customize users' ability to track time:
    So users will be able clock-in from scheduled shifts only, and not whenever they choose. This will help avoiding unexpected costs.

  2. Add shift attachments:
    Shift attachments are information fields that users are asked to add to their shift. Create one for the facility's supervisor's name, and a second for signature. This a compliance need most staffing agencies need to comply with.

  3. Avoid Time theft:
    By creating a geo-fence around the facility, you can be rest assured that users will not be able to start tracking time unless they are physically at the location.

  4. Timesheets and Payroll:

    Track employee hours and prepare for payroll with this simple guide.

    Employee time cards are fully adjustable by the manager, with an option to add manager notes per shift, and exporting them as a PDF or a payroll-ready Excel file.

Need more guidance? πŸ™‹ Our LIVE support team (at bottom right corner of your screen) replies in under 5 mins to ANY question.


☎️ Communications Hub:


Chat: improve your team's communication.

Our chat is a great way to communicate with your team. It's easy and instant! Avoid tons of phone calls or messy text messages. Activate the chat with this simple guide.

Only 2 things to know to get started:

  1. Creating team chats: You can create a new team chat for certain users by choosing selected users, or you can use smart groups.

  2. Using smart groups: If you want to create a Team Chat for a group of employees like "All RNs chat", Smart Groups will be your choice. The Team Chat will be available to current and future users that match the group's rules set.

Updates: Increase your users' engagement. πŸš€

Tracking engagement is very crucial when it comes to your users. Think of the Updates Feature as your company's personalized social feed with insights.

Only 2 things to know to get started:

  1. Use our pre-made Templates: We have added a variety of different Templates so you will be covered on any topic you need. They are a great base to start with, but always customize them to make them your own!

  2. Track engagement: you will be able to see in real time who has viewed your update and notify those who haven't viewed it yet. This will prompt employee engagement and make your job a lot easier.


✏️ Hr & Skills Hub:

Courses: create digital training courses.

The course feature allows you to create customized digital courses which your users can complete straight from their mobile phones.

Only 2 things to know to get started:

  1. The options are endless: whether you're looking to create training materials, "read and sign" a documents, an employee knowledge base, or to simplify the onboarding process, it can all be done with this simple guide.

  2. How to complete a Course: easily show your users how to complete a course on the mobile app (or desktop) with this simple guide.

    Documents: track employees' documents in one place.

Whether it's a Federal W4 Form, or a new employee hire form all the documents pertaining to your entire company can be found directly in the Documents tab. No more searching file folders to find that one document you need.

Only 2 things to know to get started:

  1. How to add a document:
    The first thing you'll want to do is add documents, and sort then into packs! use this simple tutorial which will guide you step-by step.

  2. How do Documents look for users in the mobile app?

    Users can access and upload their documents in the mobile app. Simply head to the profile tab and click on "employee documents" and then submit, resubmit or access the necessary documents.



    Need more guidance? πŸ™‹ Our LIVE support team (at bottom right corner of your screen) replies in under 5 mins to ANY question.


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