Courses & best practices on setting up and using connecteam

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Job Scheduling Basics

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Planning Your Schedule

Overview & Creation

Distribution & Confirmation

Managing Your Day to Day

Job Scheduling Advanced

Scheduling Time Savers

Day to Day Managing Changes

Manage Unavalibilities

Auto Scheduling

Ensure Compliance & Monitor Workload

Efficient Communication While Scheduling

Ensuring the Right Employee Does a Job

Time Clock Basics

Intro & General Overview

Setting Up Jobs

Essential Settings

Preparing for Payroll

Preventing Time Theft

Time Clock Advanced

Identifying & Reacting to Time Theft

Reviewing Timesheets & Getting Ready for Payroll

Understanding Exports

Invoicing Clients

Scheduled vs Worked Hours

Setting up wages

Shift attachments

Users

Getting Started: Manage User Details

Adding & Inviting Users

Admin Permissions

Smart Groups

Intro & General Overview

Permissions & Assignments

Creating Complex Smart Groups

Time off

Intro & General Overview

Essential Setup

Adding & Approving Time Off

Changing User Policies

Managing Balances

Forms

Intro & General Overview

Creating a Form

Approval Process

Sharing & Reporting

Documents

Intro & General Overview

Setting Up Documents

Expiration Dates

Managing Packs & Permissions

Managing Submitted Documents

Updates

Intro & General Overview

Creating an Update

Customizing Updates

Ensuring It Is Read

Courses

Intro & General Overview

Creating a Course

Course Distribution

Progress Monitoring

Hierarchy