Training Examples with Connecteam

Get inspired by how industries can use Connecteam for their training needs

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

Training should be regarded as an integral and ongoing component of an employee’s professional development and lifecycle. Training can be ANYTHING, delivered at the right time (exactly when the employee needs it) and at the right place. Any update to do the job better, any information needed to perform a task, any refresher - those are all training pieces that can be useful for employees.

After reading our article on The Importance of Employee Onboarding, Training & Development, let’s review how you can use Connecteam for different types of training that businesses encounter as part of an employee’s professional lifecycle.

In this article, we'll go over examples for:


The onboarding process is divided into “company onboarding” and “professional onboarding”.

  1. General “know our organization/company onboarding” content may include: CEO note, dress code, welfare and benefits, organizational structure, and more. The company playbook.

  2. Professional onboarding will include all the tools and skills one needs to succeed.

Part of the onboarding process will also contain professional knowledge and may also contain regulation courses and protocols. Let’s take a look at how different industries can use Connecteam for onboarding employees.

  • Construction and Manufacturing businesses can create safety protocol walkthroughs using Courses, and then store protocols or instructions for how to operate machinery in the Knowledge Base.

  • Retail companies can review sales skills using Courses and upload the product catalog to the Knowledge Base.

  • For Food & Beverage businesses that need to teach employees how to prepare dishes or store ingredients, they can create a Course with step-by-step video tutorials, ensuring employees must watch the videos in order. They can also upload the restaurant's opening and closing protocol to the Knowledge Base.

Screenshot of Courses and Knowledge Base features on Connecteam

Regulatory Requirements

Training of this type can sometimes feel monotonous and may be tougher in terms of grabbing employee interest and encouraging engagement. These kinds of training can include sexual harassment protocols, information security, and cyber security. The Courses feature can be used to conduct the training, and it's a great way to add different methods of presentation in order to better engage your employees for less engaging topics. Managers can implement the hierarchy capability and include quizzes to ensure employees were properly attentive as they went through the material. As an extra step, Documents can be used to store certificates of completion, and documenting professional milestones in a user's Timeline can be a great way to keep track of completed training. These are great places to store certifications such as CPR certification or a Food Manager Certification. In the case that employees need to undergo in-person mandatory training as well, Events can be used to organize it, for instance, a fire safety marshal training.

Screenshots of Documents and Timeline features on Connecteam


Ad-hoc training requires managers to notify employees and spread the word fast about changes to professional material or important new information. To do so, Updates and the Chat are the perfect way to communicate with employees to relay messages efficiently.

With Updates, making it a pop-up or pinning it to the mobile feed ensures no employee will miss the information. On the Chat, managers can send reminders and quickly shoot out any message they need to relay in an instant.

  • Retail industries can use these features to announce special sales or events.

  • Managers in the Food & Beverage industries can use the same features to send new menus or new preparation methods.

  • Manufacturing businesses can announce new procedures and new machinery.

Screenshot of Updates features on Connecteam

Ongoing Training & Development

As we said, an employee's professional development never ends. With the use of smart groups, ready-made material will automatically be available on the platform once an employee switches jobs or gets promoted to a managerial position.

Businesses can use Courses to introduce material for qualifications and quizzes to test their knowledge. For example, in the Food & Beverage industry, a waiter climbing up the ranks to shift manager needs to learn what duties it entails or in the Retail industry, new collections or products need to be studied. Once you’ve promoted an employee to shift manager and have added them to the relevant smart groups, all relevant materials will automatically open up.

Soft Skills

Another way to leverage Connecteam is by using it to enhance employees’ soft skills, such as in sales and customer service. Enriching employees’ knowledge in their field of expertise and elevating their soft skills ultimately positively impacts the quality of business and customer experience.

For example, a manager of a coffee shop can create a Course on different types of coffee beans from around the world for the baristas to study. By going through this course, baristas can expand their knowledge, enabling them to provide more informed recommendations to customers and overall enhance the customer’s experience, encouraging them to return. Updates can be used to quickly and easily engage employees as well. By watching a video in an Update, a shoe store salesperson can efficiently learn about types of foot health issues, making his sales much more successful. For soft skills in-person training, lectures, and more, the Events feature can be used to announce the event and collect RSVPs.

Screenshot of Courses feature on Connecteam's mobile app

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