In Connecteam, we want to ensure managers can assign each Job Schedule to the relevant employees. A Time Clock can be assigned to either smart groups or selected users. Let's understand how exactly to edit the assignment of a schedule so only the right employees have access to it.
In this article we'll cover:
Smart Groups vs Selected Users
Smart Groups: assigning the Job Schedule to a Smart Group is a dynamic assignment that applies both to existing and future users. This means that each time you add a new user they will automatically be assigned the relevant schedule based on the smart groups they are a part of.
Selected Users: assigning the Job Schedule to selected users is a static assignment, meaning the feature is only assigned to the employees selected at the time of assignment. Each time you add a new employee, you will need to edit the schedule's assignments and assign them to the new users.
How to Edit the Assignments of the Job Schedule
To edit the assignments of the Job Schedule:
Log in to your admin dashboard
Access the Job Schedule feature from the left sidebar
Hover over the relevant schedule, click on the three dots in its bottom left corner, and choose Edit Assignments
Select either Smart Groups or Select Users and continue to the next step
Choose the needed groups or individual users, depending on the selection made in the previous step
Review the publish settings
Decide if you want to send them a push notification with a custom message
Decide if the new assignment should appear on their feed
Confirm the new assignments.
All done - now only the relevant employees can access the schedule!
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