Saving Time
A 32-person dental office uses almost the same morning and afternoon schedule every week. The manager only needs to adjust the schedule for occasional approved time off and unavailability.
Copying the previous week or weekly template gives the manager a fully populated starting point and allows them to make only the small changes needed for the new week.
A cleaning company with 38 employees wants workers to indicate when they arrive at a commercial property and when the cleaning assignment is finished. The company does not need to calculate payroll hours from these actions.
Check-In and Complete provide progress and status tracking inside the Job Schedule without acting as a payroll time-tracking solution.
Bonus Question: WHY Is this better than still clocking in and out?
A delivery company with 49 drivers must assign one company vehicle to every scheduled route. Dispatchers also need to prevent the same truck from being assigned to two drivers at the same time.
Shift Layers, the company can create a vehicle layer, add each truck as an option, assign vehicles to shifts, and use the layer view to see allocation conflicts.
NOTE: Assigning a shift layer does not take a vehicle away once assigned so make sure to put the layer in the display view to avoid duplicates.
A 59-person company imported its schedule before reviewing the schedule settings. Every imported shift is now several hours off, although the dates and employee assignments are correct.
The time zone should be verified before import. If it is missing or incorrect, the shifts may use an unintended system time zone.
A manager needs to send an urgent parking update to everyone scheduled for Saturday’s event. The manager begins searching for each employee individually in Chat.
Posting in the Daily Notes so it is visible right on the schedule.
A swim school with 44 employees runs the same classes every Tuesday and Thursday for an 11-week session. The instructors, class times, and locations remain consistent for the entire session.
Repeating shifts. The manager can create the shifts once, repeat them on Tuesday and Thursday, and set the series to stop on the final date of the session.
A home healthcare agency with 63 caregivers gives employees 24 hours after assignment to reject a patient visit. After that deadline, only a manager should be able to change the assignment.
Limit on when users can reject shifts. The rejection-limit setting establishes a deadline after which the employee can no longer reject the shift independently.
Do not accept Require Confirmation by itself. Confirmation allows an employee to respond; the rejection limit controls how long rejection remains available.
A construction company with 67 employees requires workers to complete a certain number of overnight assignments each month. Employees and managers need an easy way to visually identify and filter those assignments.
The company can create a “Night Shift” tag, attach it to the appropriate shifts, and filter the schedule using that tag while requiring X amount of night shift.
An administrator edits the notes on a repeating group shift because some information in the notes changes based on the day. Employee needs additional instructions.What is the more efficient what to do this?
Creating a Shift Series.
A property management company wants to provide a weekly maintenance schedule to external vendors who do not have Connecteam accounts. The vendors should only see relevant building assignments and must not see internal employee information.
The company can apply appropriate filters and generate a shareable schedule link for people outside the organization.
A 65-person landscaping company accidentally created 90 shifts with the wrong job, time zone, and shift notes. The shifts have not yet been published, and the company launches tomorrow.
Bulk Edits, the manager should select the affected shifts and edit their shared fields in bulk instead of correcting each shift individually or rebuilding the schedule.
A retailer with 72 employees is entering its busiest holiday week. Management needs all hands on deck for specific peak days, while leaving the rest of the month unchanged. Additionally, there is always a need for last minute help. What is the best solution?
The manager can block selected dates or times from new unavailability submissions and apply the restriction to specific groups or users. Users can claim open shifts for last minute needs.
An HVAC company with 74 field technicians needs to verify that employees are at approved job sites and want to see where they finish without using the time clock.
The county fire station has employees that work 24 hour shifts with 48 hours off. What is the most efficient way to set this up?
SHOW US
A 92-person security company asks for a scheduling report showing only overnight assignments for a custom date range, organized by employee, with planned hours compared against scheduled shift hours.
List View can function as a scheduling-report workaround because it supports: