Job Scheduling: General Settings

From planning to distribution to employee communication, Connecteam’s scheduling app makes everything simple, quick, and intuitive. Simplify your scheduling with advanced mobile app settings like user schedules, enable availability/shift replacements, reject/confirm options, and more.

In this article we will go over:

The General Setting tab is where you will be able to customize what your users will be able to do/ see on the Job schedule.

To access your Job Scheduling General settings:

The general tab consists of a few different settings where you will be able to customize the Job schedule according to your company's needs.

Below we will go over each setting as well as get to see what it looks like in the Mobile app.

Here you can decide whether you want users who are assigned to the Job scheduler to see their schedules or everyone's schedules. In the example below, the mobile user can view all schedules.

Note that when viewing their personal schedules admins and owners of the dashboard are also affected by these settings.

If you would like for your users to add in their Availabilities and Preferred day, here is where you will give them the access to do so. Your users will be able to set up their availability and prefer to work days from the app.

There they can choose a full day or a couple of hours of that day.

Shift replacement allows users to swap their scheduled shifts with their fellow qualified teammates, saving you time and effort, and saving your team the long & late-night phone calls to find replacements.

The Reject Button

When this option is activated, users can reject a shift and send a note to their dashboard admin or owner.

💡 Tip: To quickly spot rejected shifts on the dashboard, check for a red dot on the left-right corner of the shift.

Confirm button

Mobile users can confirm a shift and their status will show up as Confirmed.

💡 Tip: To quickly spot a confirmed shift on the dashboard, check for the light green dot on the left corner of the shift.

If you would like your users to check in and check out through the Job schedule, this is the setting you are looking for. Mobile users can check in once they start a shift and click complete once they are done with the shift. The status can be accompanied by a GPS stamp and a note as well.

💡Tip: To quickly spot a checked-in shift and completed shifts, look for a light blue dot on the left corner of the shift for Check-in and look for the dark green dot on the left corner of the shift for a completed shift.

If the GPS location is enabled you will be able to see the location stamp once the user is Check in or has completed a shift.

If you would like for the users to see who has created, assigned, or published the shift you can customize it right here.

The Admins Tab: Mobile App Schedule Management

How Does the Job Scheduler Work?

Scheduler Notifications: Check-in and Complete

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