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Users, Admins, & Smart Groups
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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
Dashboard Settings
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
Jobs
Job Codes
Time Clock
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
Integrations (Payroll & POS)
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
Job Schedule
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
Forms
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
Text Messages
How to Buy Text Messages
Text Messages- Admin permissions
Org Chart
Org Chart
Org Chart Admin Permissions
Quick Tasks
Labels
Recurring Tasks
How to Create Quick Tasks
Group Tasks
Overdue Tasks
Admin Permissions
Help Desk
Adding & Managing
Working as a Rep
Working with The Help Desk as a Representative
Help Desk Admin Permissions
Archive & Delete
Chat
Starting Guide to the Chat
Understanding Chat Permissions
Setting Up Sharing Permissions
How to Schedule a Chat Message
Updates
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
Events
Customizing Events Settings
Gaining Insights and Managing Events
Sending an Event Reminder
Surveys
How To View Survey Entries
Survey Insights
How to Create a Survey
Directory
How to Set Up the Directory
Work Contacts
Courses
Monitoring Employee Progress on Courses
Courses Settings
Courses Admin Permissions
Quizzes
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
Time Off Dashboard Navigation
Manager Permissions
Approve Time Off Requests
Changing an Employee's Time Off Balance
Creating a Time Off Policy
Rewards & Recognitions
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
Documents settings final
Admins actions final
Expiration dates final
Documents inside the user's profile
Documents Admin Permissions
Kiosk App
The Kiosk App
Knowledge Base
Knowledge Base Insights
Admin Permissions
How to Create a Knowledge Base
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