All courses – Connecteam Academy

ADVANCED

Hiring & Onboarding

Learn how to streamline hiring and onboarding with Connecteam. Manage candidates in one organized pipeline and create onboarding workflows that help new employees get started quickly.

8 min

BEGINNER

Document Management

Learn how to set up and manage employee documents, from creating document types and e-sign documents to organizing document packs and reviewing submissions.

14 min

BEGINNER

Assigning Your Form

Assign and publish forms to specific employees or groups with dynamic updates and customizable notifications.

2.5 min

ADVANCED

Sharing Form Submissions

Automatically share forms with the right people using groups, managers, custom emails, and conditional or scheduled reports.

3 min

BEGINNER

Creating Your First Form

Create your first digital form in minutes using AI, templates, or from scratch, and customize fields, conditions, and signatures to match your workflow.

2 min

BEGINNER

Forms Basic Overview

Digitize any paper form so employees can easily submit reports, photos, and signatures while managers track and manage submissions in one place.

1.5 min

ADVANCED

Efficient Communication While Scheduling

Keep your team aligned with shift notes, attachments, replacement requests, and built-in messaging for clear, efficient communication.

2 min

ADVANCED

Ensuring Compliance

Set up scheduling rules, quotas, and alerts to ensure compliance, fair workload distribution, and proper shift coverage.

3 min

ADVANCED

Manage Availabilities & Work Preferences

Collect and manage employee availability to schedule efficiently, avoid conflicts, and assign shifts to the right people.

2 min

ADVANCED

Schedule Day to Day

Manage schedule changes, handle shift updates, approve replacements, and get live visibility into shift progress and completion.

3.5 min

ADVANCED

Scheduling Time Savers

Save and reuse shifts, copy schedules, and automate assignments to build and update your team’s schedule faster.

7 min

ADVANCED

Connecting Time Tracking & Scheduling

Connect Scheduling and Time Tracking to enforce shift compliance, prevent unauthorized clock-ins, and accurately track employee attendance and lateness.

2.5 min

ADVANCED

Collecting Shift Information

Track jobs, mileage, and equipment with shift entries to keep timesheets accurate and improve accountability.

2 min

ADVANCED

Client Invoicing

Get a clear view of hours worked for each client with Client Insights. See how time is distributed across clients and export the data for invoicing and reporting purposes.

2.5 min

ADVANCED

Setting up Wages

Configure pay rates, overtime rules, and pay slip records to ensure employee compensation is tracked correctly.

3.5 min

ADVANCED

Payroll Preparation

Review, approve, and export timesheets accurately by identifying discrepancies, communicating with your team, and using customizable payroll export templates, formats, and integrations.

7 min

ADVANCED

Preventing Time Theft

Prevent time theft and keep timesheets accurate with admin approvals, auto clock-ins/outs & geolocation tracking to ensure employees are where they should be.

14 min

BEGINNER

Scheduling your first week

Learn how to create and adjust shifts, build your team’s weekly schedule, configure schedule settings, and share it so everyone knows when and where to work, helping you dispatch schedules faster and with less effort.

20 min

BEGINNER

First week clocking in

Learn the basics of the Time Clock, including the experience for both users and admins, navigating timesheets, preparing accurate time data for payroll and the essential settings.

6 min