Connecteam

Create a new employee profile in Connecteam, setting their name, role, and department.

Archive a departing employee's Connecteam account, removing them from active scheduling and messaging while preserving their historical records.

Search for an employee in Connecteam by name, email, or employee ID and return their profile details.

Update custom profile fields on an employee record — useful for syncing certifications, equipment assignments, or internal codes from other systems.

Write performance scores or KPI data to an employee's Connecteam profile for manager visibility and review tracking.

Add a manager note to an employee's Connecteam profile for HR record-keeping or performance documentation.

Adjust an employee's time-off balance in Connecteam — useful for syncing accruals or manual corrections from payroll.

Create a new shift in the Connecteam scheduler, assigning it to an employee with start/end times, location, and job details.

Modify an existing shift's details — time, location, assigned employee, or attached notes — without deleting and recreating it.

Remove a scheduled shift from Connecteam, typically when a job is cancelled or rescheduled beyond the original window.

Search the Connecteam schedule for shifts matching a date range, employee, or location — useful for auditing or upstream automation logic.

Programmatically clock an employee in to start their shift in Connecteam's time clock — useful for integrations with access control or kiosk systems.

Programmatically clock an employee out to end their shift in Connecteam's time clock.

Add a manual time entry to an employee's Connecteam timesheet — for corrections, back-dated shifts, or integrations with external time systems.

Submit a time-off request on behalf of an employee in Connecteam — for integrations where leave is managed in a separate HRIS or payroll system.

Create a new task in Connecteam and assign it to an employee with a due date, priority, and optional checklist.

Create a new job record in Connecteam to group related shifts and tasks under a single client engagement or project.

Search Connecteam for an existing job record by name, client, or date to retrieve its ID for linking shifts or tasks.

Fires within about a minute when an employee clocks in to their shift in Connecteam, providing the employee ID, timestamp, and location.

Fires within about a minute when an employee clocks out, providing worked hours, any break deductions, and total time for payroll processing.

Fires within about a minute when an employee submits a Connecteam form — incident reports, safety checks, delivery confirmations, or custom field forms.

Fires within about a minute when a new shift is added to the Connecteam schedule, allowing downstream tools to react to staffing changes.

Fires within about a minute when an existing shift is modified — covering reassignments, time changes, or location updates.

Fires within about a minute when an employee marks a task as complete in Connecteam, enabling downstream workflows to be triggered by field task completions.

Fires within about a minute when a new employee profile is created in Connecteam, triggering onboarding workflows across connected tools.

Fires within about a minute when an employee's profile is updated in Connecteam — covering role changes, department transfers, or custom field edits.