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The Admin Tab: Mobile App Schedule Management

Manage your job schedule on the go from the mobile app

Maya D avatar
Written by Maya D
Updated this week

Although the scheduling feature packs plenty of different capabilities that should be set on your dashboard, we added some important actions that would be available for you on the go, so you can manage employee schedules anywhere you are when you are away from your dashboard, directly from your mobile app's admin tab!

💡 Tip: To learn more about your mobile admin tab & distributing the app to your employees, click here.


How to Access the Schedule as an Admin From the Mobile App:

On your app, go to the Admin tab. Next, on the 'Active Assets' list, choose your scheduling asset (may differ by name per company). If you have multiple schedules, you will be directed to a list of all active schedules.

Note: If you do not see a schedule in the list of active assets, it's because you do not have admin permissions to a schedule.


How to View Shifts

In order to view users' shifts for the week via the mobile app, follow these steps:

  1. Open the mobile Connecteam app and enter the Admin tab at the bottom of the screen.

  2. Under 'Quick access', enter the Job Scheduling feature, and select the relevant schedule.

  3. Once inside, you will see the agenda for today. On the scheduled agenda, you can see all assigned shifts and jobs, all unavailabilities per day, badges for shift statuses, open shifts, and drafts.

  4. Decide whether you would like to view shifts in the Day or List view by clicking on the eye icon on the top of the page.

    The Day view presents all shifts scheduled for that day, allowing you to filter by shifts in which users are running late, unconfirmed shifts, unavailabilities and more. You can use the arrows to navigate from one day to the next. The List view allows you to easily scroll down in order to view all days.

  5. Click inton a shift for more details and edit options. Here, you can change users' statuses by pressing on the status and choosing a new one from a list. Learn how to set up shift statuses in this article.

  6. To view the schedule's activity, press on the Activity tab at the bottom left corner of the screen.


How To Switch Views and Show Totals & Unavailabilities

You can switch your Schedule view between Day and List, and choose whether to display Daily totals and Unavailability.

To switch views and update what’s shown (mobile)

  1. Open the Schedule in the mobile app.

  2. Tap the eye icon.

  3. Under View, select Day or List.

  4. Toggle Daily totals on or off.

  5. Toggle Unavailability on or off.

  6. Tap Apply to save your changes

What you’ll see in each view

  • Day view: Focuses on a single day

  • List view: Displays shifts in a list format


How to Create a New Shift on the Mobile App

  1. To add a new shift, click on the blue + sign at the bottom right of the screen. You can also add a shift for a day with no shifts by clicking on the 'add shift' button on the desired day.

  2. When adding a new shift, you'll have the ability to select from your job's list, add a shift title if needed, add a location, and add notes.

  3. Click on 'Select users' to select one or more users from a list, or allow users to claim the shift.

  4. To allow users to claim a shift, click on the toggle next to it and click on the number box below to edit the number of open spots to claim.

  5. To publish a shift, it must have a shift title or a selected job, and assigned users or enabled for claim.


How to Add Shifts from Templates

Use Day and Week templates to add multiple shifts at once for a selected day or an entire week in the app.

  1. Open the Schedule from the mobile app.

  2. Navigate to the day or week you want to add shifts to.

  3. Tap the blue + button.

  4. Tap Add shifts from template.

  5. Select the Day template or Week template you want to use.

  6. Review the summary screen, including:

    • Number of shifts

    • Total hours

    • Users included

  7. Tap Load to apply the template.

Once loaded, the shifts will be added to your schedule for the selected day or week.

**Mobile templates are available on the advanced plan and above


How to Publish Shifts on the Mobile App

  1. You can publish a shift as you add it by pressing on the "publish" button.

  2. If you wish to publish multiple shifts, you can press on the "publish" button which appears on the shifts' list agenda.

  3. Once clicked, you'll have the option to publish today's shifts, this week's shifts, this month's shifts, or select custom dates.

  4. Before multiple shifts are published, you'll receive a summary so you can make sure you publish the right amount of shifts.


How to Edit Existing Shifts on the Mobile App

When managing shifts on the mobile app, you can choose between viewing full shift details or using the quick actions menu for faster edits.

Open full shift details (tap once)

  1. Tap the shift once to open the shift details screen.

  2. From there, you can view all shift info and make changes (for example: edit details, change users, delete the shift, and more).


Quick actions (press and hold)

  1. Press and hold the shift (long press) to open the shift actions menu.

  2. From this menu, you can quickly edit, duplicate, or delete the shift.


How to Manage Shift Claims & Replacement Requests on the Mobile App

From your mobile app, you can also manage all the requests for claiming shifts and for shift replacements, so you can approve or decline requests while you're on the go.

  1. Press on the Requests tab to see all requests. In the 'Shift claims' tab you'll find all claims to open shifts that are pending admin approval and in the 'Replacements' tab you'll find all shift replacement requests that are pending admin approval.

Have a look at how the approval/rejection process works:


How to Add and Edit Jobs on the Mobile App

  1. To add a new job to the schedule, press on the Jobs tab at the bottom of the schedule.

  2. Press on Add.

  3. Here you can add the job title, qualify the relevant users for the job, add a location and a description.

  4. To edit an existing job title, open the Connecteam app and navigate to the Job List within the Admin Dashboard.

  5. Select the job you want to rename, update the title, and click Save Changes to apply the updates. Remember, any changes made will reflect platform-wide, ensuring consistency across schedules and Time Clocks.

Important: Any jobs that are added or edited will be changed across the whole platform, including in all Time Clocks and Job Schedulers. Learn more about managing your jobs here.


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