Roster building & demand planning — found from sitemap — Connecteam

Cited by

Facts read from this source

• Scheduling rules Report an error

  “Set up your Scheduling Rules; such as limits on weekly work hours, daily shift caps, and required rest periods.”

• Shift claim requirements Report an error

  “And configure Minimum Shift Claim Requirements to ensure employees meet their weekly shift quotas.”

• Auto schedule dependency Report an error

  “Scheduling Rules give Auto-schedule the structure it needs to create a Schedule the company can rely on. Without Scheduling Rules, Auto-schedule can assign shifts, but it can't create an accurate Schedule based on your company's requirements.”

• Company policies Report an error

  “Company Policies apply to groups of employees across the company and define standardized work limits.”

• Policy default assignment Report an error

  “Select Set as default for all new users-Once a policy is set as default, any new users added to Connecteam will automatically be assigned to that policy.”

• Policy claim prevention Report an error

  “Enable Prevent users from exceeding this rule when claiming shifts.When enabled, this will prevent users from claiming shifts that exceed the specified limit, even if admin approval is required.”

• Policy scope Report an error

  “Choose whether the policy applies to all schedules or a specific schedule.”

• Policy management actions Report an error

  “Create a new policy or edit, duplicate, edit assignments, deactivate, or delete an existing policy by clicking on the three dots next to the specific policy.”

• Weekly claim requirements Report an error

  “Weekly Claim Requirements help ensure employees meet their minimum number of claimed open shifts.”

• Claim rule conditions Report an error

  “Select the conditions (Limit to specific users, Limit to specific time frames, Job, and Shift Tags)”

• Claim progress display Report an error

  “Admins see an indicator showing which users are below their required claims.”

• Employee claim progress bar Report an error

  “Users see a progress bar showing how many more shifts they must claim.”

• Short notice alerts Report an error

  “Short Notice Alerts warn admins when they attempt to create, edit, or publish a shift within a restricted time window before the workweek begins.”

• Mobile rule notifications Report an error

  “When assigning shifts, the system notifies admins if the shift will violate a Scheduling Rule.”

• Per user limitations Report an error

  “A: Not yet. All limitations apply to the entire schedule. This feature is on the roadmap.”

• Employee violation notifications Report an error

  “A: Yes. They receive an explanation when they attempt a restricted action.”

• Multiple claim rules Report an error

  “A: Yes. You can create multiple rules and apply each one to specific users, groups, days, or time ranges.”

• Weekly view requirement Report an error

  “A: Make sure Weekly Summary View is enabled in your schedule settings.”

• Operations hub expert required Report an error

  “*Schedule Limitations are available from the Operations Hub Expert Plan*”

• Live chat Report an error

  “Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.”

3 facts read from this page are not shown because they could not be confirmed on the page as captured.