Video Library

Short videos to answer all your question on using Connecteam

 

How to Add Users

Manager Permissions

Automatically Create Smart Groups

Filtering Users

Setting Admin Permissions for the User Database

How to Invite Registered Users to Download the App

3 Ways to Add Employees to Connecteam

Import Users Via an Excel (CSV) File

User Types in Connecteam

Archiving and Deleting Users

Updating User Details

Using Tags to Identify your Workforce

Sharing the Invite Link for Employees to Join the App

How to Add Admins

Digital Employee Card

Using Custom Publishers on the App's Feed

Setting Up Okta Single Sign On (SSO)

Setting up Google Single Sign On (SSO)

General Settings: Admin Permissions

Setting up Company Info

Job Codes

How to Create & Edit Jobs in the Time Clock

Connecteam _ Time Clock _ How to edit assignments

How to Add a Time Clock

Starting guide to overtime and pay rules

Customizing Employee Clock In

Monitoring Late Clock In

How to Set Clock In Reminders

How to Export Your Timesheet

How to Set Up Breaks

Time Clock Admin Permissions

Time Clock Essential Settings

How to Set Up Breaks

GPS Employee Location Tracking (Geolocation)

Geofence

Breadcrumbs - Live Location Tracking

How to Crate a Shift Attachment

Auto Clock Out

How to Set Up Clock In Limitations

How to Set Up Overtime Rates

Rounding Timesheets

Setting Payroll Cycle and Reminders

Setting Up Pay Rates [Replaced on July 8, 2024]

Approving & Locking Timesheets for Payroll

Setting Up Timesheet Submissions

Today tab

Approving or Declining Requests

How to Edit Employee Timesheets

Performing Bulk Actions in Employee Timesheets

How to Set Up Automatic Reports

Custom Exports

Timesheet Conflicts

Timesheet Issues

Scheduled/Planned vs Actual Hour

Job Insights

ADP Run Payroll Integration

How to Integrate with Gusto Payroll

How to Integrate with Quickbooks Online

Xero Integration AU

Paychex Flex Payroll Integration

Xero UK Payroll Integration

MYOB Payroll Integration

Lightspeed Integration

Sharing the Schedule Outside the App

Job Schedule Conflicts

Job Scheduler: Qualifying Users to Jobs

How to set up open shift approval

How to View Labor Costs in Connecteam

Setting Custom Scheduling Rules Per Employee

How to Select & Edit Multiple Shifts

How to Create Shift & Week Templates

How to Set Up Jobs in the Job Schedule

Tips to Speed Up Scheduling

How to Add More Schedules

How to Export & Print Your Schedule

Setting Admin Permissions for Job Schedules

How to Qualify Users for Jobs

Understanding and Modifying Time Zones

Utilizing the Auto Scheduling

Setting Up the Schedule Limitations

How to Utilize the List View

Adding Shift Breaks

Setting Up the User Limitations

The Group by View

Shift Qualifications

Import Shifts via Excel

Starting Guide to Unavailability

Notifications - Check In & Complete

Using Layers

Cross Schedule Conflicts

Using Filters in Scheduling

How to View the Schedule By Jobs

Setting Up User Shift Replacements

How to Create Repeating Shifts

How to Create Open Shifts

How to Add Shifts on the Schedule

How to Edit Assignments

Wix Integration

Archive, Delete and Duplicate Forms

How to Export Form Entries

Forms Conditional Logic

Forms: How to Perform Bulk Actions

How to Edit a Form's Assignments

Forms - Permissions

Printing Form Entries

Viewing Form Entries

How to Edit a Form

How to Create a Form

How to Set Up Manager Fields

Forms - Share Options

Create Automatic Reports

How to Set Form Reminders

General Settings

How to Buy Text Messages

Text Messages- Admin permissions

Org Chart

Org Chart Admin Permissions

Labels

Recurring Tasks

How to Create Quick Tasks

Group Tasks

Overdue Tasks

Admin Permissions

Adding & Managing

Working as a Rep

Working with The Help Desk as a Representative

Help Desk Admin Permissions

Archive & Delete

Starting Guide to the Chat

Understanding Chat Permissions

Setting Up Sharing Permissions

How to Schedule a Chat Message

How to Duplicate an Update

How to Create an Update

Pin an Update to the Top of Your Feed

Pop Up Updates

Updates|Users Posts

Feed Topics

Assigning Updates to Employees

How to Track Engagement on Updates

How to Schedule and Manage Updates

How to Publish an Anonymous Update

Customizing Events Settings

Gaining Insights and Managing Events

Sending an Event Reminder

How To View Survey Entries

Survey Insights

How to Create a Survey

How to Set Up the Directory

Work Contacts

Monitoring Employee Progress on Courses

Courses Settings

Courses Admin Permissions

Entries

Insights

How to Create a Quiz

Quiz Settings

How to Edit a Quiz

How to Archive a Quiz

How to Edit Assignments

Quiz Insights

How to Export a Quiz Completion List

How to View Quiz Entries

Time Off Dashboard Navigation

Manager Permissions

Approve Time Off Requests

Changing an Employee's Time Off Balance

Creating a Time Off Policy

What is the Card Library?

Permissions

Auto Rewards

Create a custom badge

Sending Recognitions

Recognition Permissions

Getting Started with Recognitions

Auto Rewards

Using the Admin Budget

Documents settings final

Admins actions final

Expiration dates final

Documents inside the user's profile

Documents Admin Permissions

The Kiosk App

Knowledge Base Insights

Admin Permissions

How to Create a Knowledge Base