Connecteam

Easily manage HR-related matters and streamline employee engagement on a single platform

Introduction to the HR Hub

Easily Visualize and Manage Your Team's Structure with the Org Chart

Starting Guide to Org Chart

How To Set Admin Permissions Within The Org Chart

Org Chart: Admin Permissions

Nathanel Creson

Maya D

Adva Deuitch

Learn all about our Documents, Recognition, Courses, Rewards, Quizzes, Timeline features.

The HR & Skills Hub

All about using Connecteam's Time Off feature.

Starting Guide to Time Off

General guide to all out time off exports

Time Off Export Options

Know when to use time off or unavailability to accurately manage your schedule

Differences Between Time Off and Unavailability

Learn to set up tenure accrual for time off

Time Off: Setting Up Tenure/Anniversary Accrual

Using time off to efficiently manage holiday pay

How to Create Holiday Pay With Time Off

Approval process for time off and edit request from the manager's side.

How Do I Approve Time-Off Requests?

In this article you will learn how to change or edit time-off balance for your users.

How to Change Your Employees' Time Off Balance?

Learn to create different kinds of time off policies

Creating Time Off Policies

How to set admin permissions within the Time Off Feature?

Time Off: Admins Permissions

View Upcoming Time Off and using Time Insights to How to Gain Insights on your Time Off Policies

View Approved Time Off and Gain Insights

Learn how to easily edit a time off request before or after it has been approved/rejected

How to Edit a Time Off Request

Understand the accrual cycles you can set for your time off policies

Time Off: What is an Accrual Cycle?

Determine the accrual settings of your time off policy (fixed vs hourly)

Time Off: What are Policy Accrual Settings?

Learn how and why you should set your employees balances individually for limited policies

Time Off: Why Do I Need to Set Each Employee's Balance Individually?

Understand why this might happen and how to solve it

Troubleshooting: Why Can’t My Employee Submit a Time Off Request?

Does Time Off Include Breaks?

Can I Set a Limit to The Amount of Time  Employees Accrue Per Year?

Can I Control Who I Receive Time Off Requests From?

Time Off

What are courses and why do you need them?

Starting Guide to Courses

Your step-by-step guide to creating a course

Courses: How to Create a Digital Onboarding

Use our template to transform your employee's onboarding experiance

Courses: Connecteam's Onboarding Template

How To Use Due Dates And Object Timing To Structure Your Course.

Courses Settings

How to set admin permissions within the courses feature

Courses: Admin Permissions

Learn to use the Overall Courses Statistics Tab to keep track of your user's progress

Courses: Monitor Your Employees' Progress

Use the Courses feature to have users read and sign documents.

Can My Users Read and Sign a Document?

Save time by using Connecteam's course templates and customizing them to fit your needs

How to Use Course Templates

Understand what type of materials can be used to create your course

Course Objects

Determine the flow of a course and how employees will be able to complete it

Courses Object Timing

Learn how to set your course due date. Make it clear to employees when the course is due without and unnecessary communication.

How to Set Due Dates for a Course

Change the order your assets are displayed in Courses on the mobile app

How to Reorganize Your Courses

Export the main statistics from all Courses with the click of a button

Unified Courses Export

Courses

Celebrating your employees birthday and work anniversaries using Connecteam.

Celebrations

Understand the benefits and use of Connecteam's Celebrations feature

How Do Celebrations Work?

Learn how to prepare for your employee's upcoming celebrations and view past ones

Managing Celebrations

Celebrations Settings

Learn how to incentivize your employees by using the rewards feature.

Starting Guide to Rewards

Learn to use the rewards feature directly from a user's profile.

Rewards: Sending Tokens from Inside the User's Profile

Set limitations on how your admins use the reward features

Reward Settings: Admin Permissions

Why do the prices of E-Gift Cards differ for my Users?

Rewards Transaction Fees

Make sure your company never runs out of tokens

Reward Settings: Auto Reload

Learn how to purchase tokens as an admin that can later be gifted to employees

How Can I Purchase Tokens?

Manage the gift cards offered by your company from the Rewards Card Library

What is the Card Library?

Explore the process of sending tokens to your employees and how to keep track of it

How Can I Send Rewards?

Learn how users can resend gift cards to the correct email address

How to Resend Tokens to a Different Email

Learn how to distribute your token balance among your admins

Using the Admin Budget

Rewards your employee's automatically based on their usage of the app

Reward Settings: Auto Rewards

Rewards

Use the Recognitions feature to recognize employees accomplishments.

Starting Guide to Recognitions

Learn to recognize your team in just one click

Team Recognitions

Learn how to filter for and export sent recognitions

Recognitions: Filter For and Export Sent Recognitions

Set your settings decide who can create or send recognitions

Recognitions Permissions

Learn to send recognitions directly from a user's profile.

Recognitions: Sending a Recognition from the Users Tab

Explore benefits of our Recognitions for both managers and employees

What are the Benefits of Using Connecteam’s Recognitions?

Create custom badges to celebrate your employee's achievements, anniversaries and milestones

Creating a Custom Badge

How Can I Send a Recognition?

Recognitions

Keep track of all your employee's documents in one place.

Starting Guide to Documents

Use the expiration dates to always keep your documents up to date

Documents: How to Use Expiration Dates

Keep track of your employee's documents in one place.

Viewing Documents Inside the User's Profile

How to set the settings on individual documents.

Document Settings

Learn all the actions admins and owners can take from within the document feature.

Documents: Admin Actions

How to set admin permissions from within the Documents feature.

Documents: Admin Permissions

Learn how to manage your employees pending documents

Approve or Decline Pending Documents

Change the order your Documents are displayed in

How to Reorganize Your Documents

Documents

A powerful tool that lets you keep track of it all.

Starting Guide to the Timeline

Timeline

Test & evaluate your team's professional knowledge

Starting Guide to Quizzes

Easily view and manage your employee's quiz entries

How to View Quiz Entries

Elevate your understanding of quiz results with our insights

Quiz Insights

Determine the flow of a quiz by customizing its scoring, behavior and limitations

Quiz Settings

Change the order your assets are displayed in Quizzes

How to Reorganize Your Quizzes

Quizzes

Train your users, straight from their phone!

How do I create a customized training for my employees?

Customize

Learn how to create and managed recognitions on the app

Sending Recognitions from the Admin's Tab

The Admin Tab

Start your free trial today!

Video Library

Community Forum

Find answers and get help from Intercom Support and Community Experts

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