SpotOn Teamwork Knowledge Base
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Teamwork University : The Essentials
Part 1: Before Scheduling
Part 2: Writing and Publishing Schedules
Part 3: Timekeeping and Tips [under construction]
Part 4: Payroll [under construction]
Part 5: Ensuring Success [under construction]
Employee Resources
Download The Mobile App QR
Employee Essential Tour
Schedules and Schedule Settings
Analytics and Publishing Settings
Other Schedule Settings
Time and Attendance
Time Punch Management
Time Clock Configurations
Tip Calculator / Tip Settings
Using the Tip Calculator
Configuring Tip Settings
Employee Directed Tips
Payroll Finalization
Admin / Manager Resources
Wages
System Settings
Editing Employee List and Profiles
Compliance Settings
Payment and Billing
Salaries
Legacy Resources
Analytics
Integrations
Payroll
POS
Other
Kickfin
Additional Features
Logbook
PTO
Standalone Time Clock
Tools
Table of Contents
Table of Contents
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Refine
Teamwork University : The Essentials
Part 1: Before Scheduling
Part 2: Writing and Publishing Schedules
Part 3: Timekeeping and Tips [under construction]
Part 4: Payroll [under construction]
Part 5: Ensuring Success [under construction]
Employee Resources
Download The Mobile App QR
Employee Essential Tour
Schedules and Schedule Settings
Analytics and Publishing Settings
Other Schedule Settings
Time and Attendance
Time Punch Management
Time Clock Configurations
Tip Calculator / Tip Settings
Using the Tip Calculator
Configuring Tip Settings
Employee Directed Tips
Payroll Finalization
Admin / Manager Resources
Wages
System Settings
Editing Employee List and Profiles
Compliance Settings
Payment and Billing
Salaries
Legacy Resources
Analytics
Integrations
Payroll
POS
Other
Kickfin
Additional Features
Logbook
PTO
Standalone Time Clock
Tools
Refine
Teamwork University : The Essentials
Part 1: Before Scheduling
Part 2: Writing and Publishing Schedules
Part 3: Timekeeping and Tips [under construction]
Part 4: Payroll [under construction]
Part 5: Ensuring Success [under construction]
Employee Resources
Download The Mobile App QR
Employee Essential Tour
Schedules and Schedule Settings
Analytics and Publishing Settings
Other Schedule Settings
Time and Attendance
Time Punch Management
Time Clock Configurations
Tip Calculator / Tip Settings
Using the Tip Calculator
Configuring Tip Settings
Employee Directed Tips
Payroll Finalization
Admin / Manager Resources
Wages
System Settings
Editing Employee List and Profiles
Compliance Settings
Payment and Billing
Salaries
Legacy Resources
Analytics
Integrations
Payroll
POS
Other
Kickfin
Additional Features
Logbook
PTO
Standalone Time Clock
Tools
Home
Glossary
Teamwork University : The Essentials
Teamwork Onboarding Timeline
Introduction to Teamwork
Everything In It's Place
Part 1: Before Scheduling
Setting Up Your Account
Configuring Your Admin Alerts
Customizing Your Dashboard
Employee Configuration
Manage Availability and Time Off
Manage Availability & Time-Off
Blocking Dates from Time Off Requests
Add New Employee
Manage Employee Profile Settings
Manage Employee Role Settings
Manage Employee Permission Settings
Invite Employees
Employee Certifications and Reminders
Entering "Tipped" Wages
Resolving Tipped-Wage Payroll Warning
Entering and Updating Minimum and Tipped Wage Rules
Manager Notes
Part 2: Writing and Publishing Schedules
Schedule Views
Scheduling Overview
Schedule Sections & Groups
Blocking Dates from Time Off Requests
Blackout Dates
Enforce Early/Unscheduled Clock-In
Publish Schedules
Entering Projected Sales
Part 3: Timekeeping and Tips [under construction]
Part 4: Payroll [under construction]
Part 5: Ensuring Success [under construction]
Employee Resources
Download The Mobile App QR
IOS Teamwork Mobile App QR Code
Android Teamwork Mobile App QR Code
Employee Essential Tour
Employee Essential Tour
Find Your Company | Logging In
Mobile Setup
Profile, Email, & Text Setup
View Your Schedules
Availability & Time Off Requests
Shift Swaps, Offers, and Requests
Review Hours Worked
Configuring Alerts [subscribe and unsubscribe]
Adding Personal Photo or Avatar
Employee Validation of Manager Time Punch Edits
Clocking Into SpotOn Teamwork Using Quick Pin
Shift Trades & Swaps
Employee Time Punch Request
Reviewing Hours Worked Video
Setting Language Preferences
Modified Shifts
Viewing Your Pay
Schedules and Schedule Settings
Scheduling Overview
Schedule Copy from Prior Week or Template
Schedule Sections & Groups
Entering Projected Sales
Shift Prep Report
Publish Schedules
Analytics and Publishing Settings
Viewing Daily Sales and Labor Costs
Prevent Publishing Schedules that Exceed Budget
Classifying Training Hours for Analytics or Payroll
Printing Schedules
Other Schedule Settings
Adding Weather to Schedules
Enforce Multi-Day Limit on Shifts
Confirm Employees View Published Schedule
Setting Staff Coverage
Hide Shift End Times
Shift Trade Swap Additional Settings
Time Off Request and Approval
MOD Manager On Duty Designation
Blocking Dates from Time Off Requests
How to identify a modified shift on a published schedule
Set Order Roles and Heading
Viewing Working Employees in Schedule
Releasing Unassigned or House Shifts for Pick Up
Adding Calendar Events and Shift Prep Notes [legacy]
Time and Attendance
Timekeeping Overview
Time Punch Management
Editing and Adding Time Punches
Troubleshooting Time Punches Not Linked with Shifts
Editing and Adding Time Punches
Modified Time Punch Reporting
Manager Approval of Employee Time Punch Request
Approving Time Punches
Auto Add Breaks to Time Punches
Time Punch Validation with California Break Laws
Assigning a Status to Late and No Show
Time Clock Configurations
Enforce Early/Unscheduled Clock-In
Time Punches Common Questions
Timekeeping Overview [legacy]
Custom Prompt at Clock-In or Clock-Out
Adding Break Types Per Role
Resync Punches with POS
Tip Calculator / Tip Settings
Using the Tip Calculator
Running Tip Templates
Audit / Amount Off Tool
Using the Tip Calculator
Running Declared Tips
Troubleshooting Tips Imbalance with POS
Tips Templates: Pool by Day-Part
Tips Team Share
Run Tips for Pay Period
Tip-Out Exceeds Tips Warning
Configuring Tip Settings
Tips by Day-Part Options
Removing Credit Card Fee from Tips
Tips Adding Point Values to Roles
Updating Roles in Tip Templates
Building Teams in Teamwork
Tips Point Weight Applied to Employee
Managing Employee Tips View Options
Employee View of Tips Bundles
Employee Directed Tips
Employee Directed Tip-Out
Employee Guide to Self Directed Tips to Other Employees
Assigning Tips from an POS Event Ring In
Payroll Finalization
Manager Approval of Payroll
Assigning Managers to Approve Payroll
Correcting Punch Exists in Newly Imported
Exclude Employee from Payroll Export
Adding Wages from the Payroll Report
Payroll Preparation Best Practices
Aggregate Overtime Across Locations and Business Entities
Retention Bonus Setup and Use
Applying Other Earnings
Payroll Error Punch Exists in Newly Imported
Final Approval of Payroll
Add a Schedule to a Payroll Group
Mapping Payroll Departments and Earnings Codes
Mapping Employees with Payroll
Lock or Unlock Payroll from Further Edits
Admin / Manager Resources
Wages
Manage Salaries
View All Wages
Global Wage Entry
Roles and Wages Split by Location: Configuring Employees
Holiday Pay
Adding Wages to Unassigned
Manage Employee Wage Settings
Adding Salaries
Nevada Overtime
Goal Wage Overview
Sync Wages From POS
System Settings
Company Logo & Name
Configure Locations
Integrate Breadcrumb / Upserve
Setup Force-Read Alerts for a location
Payroll Settings
Permission Templates
POS (Point of Sale) Sync
Other Settings
Entering Payment
Editing Employee List and Profiles
Assigning a Primary Location to a Newly Imported Employee
Adding Working Locations and Roles to Employees
Adjusting Employee Reactivation Date
Inactivate & Reactivate Employees
Assigning Employees to Primary and Working Schedules
Confirming Employee Import from POS or Payroll
Contractor Employee Setup and Use
Setting Employee Profile Data to Private (Individually)
Make Employee Profile Data Private Globally
Employee Import from POS Force Sync
Enable or Disable Two Step Login
Resync Employees with POS
Employee Scorecard Setup
Compliance Settings
Why does Semi-Monthly payroll force the use of 0.5x Overtime Reporting?
California Break Rules
Setting Breaks Less Than a Set Time to be Paid Breaks
Calculating Semi-Monthly Overtime
Setting Spread of Hours (SOH) parameters
California Clock Out Discretionary Validations
Break Approaching Alerts for Managers and Staff
Inputing signed waivers for California discretionary breaks
COVID-19 Vaccination and Booster Tracking
Split Shift Premium California
Labor Compliance and Time Punch Validation Overview
Time Punch Validation
Partial Shift Reporting Pay California
Payment and Billing
Updating Payment
Print or Email Billing Invoices
Salaries
Salaries and Analytics
Auto Time Punch for Salary
Customizing Your Dashboard
Sending Messages / Alerts / Announcements
Admin Alerts
Automated Reports
Add Annual Budgets
Merge Duplicate Employee Records
Managers Unable to Perform Manager Level Functions
Text Messages, Alerts, and Push Notifications
Employee Punch Requests Settings
Employee Start Date Modification
Legacy Resources
Running a Payroll Report
The Essential Administrator Tour
Essential Settings Quick Start [legacy]
Roles Setup and Use [legacy]
Roles Configuration
Scheduling
Assigning Roles
Merge Locations & Rosters
Configure Employees [legacy]
Reports
Messages & Alerts
Messages & Alerts Overview
Configure Alert Settings
FAQs - from Administrators
Roster Clean-Up
Analytics
Analytics
Viewing Hourly Labor Analytics
Shift Hours Versus Hours in the Business Day
Adding Taxes & Benefits to Labor Analytics
Remove Salary Hours from Analytics
Integrations
Payroll
ADP
ADP WFN Critical Account Settings for SpotOn Teamwork
ADP Purchase Run Connector
ADP® Teamwork Onboarding Process
ADP Purchasing the Workforce Now Connector
ADP Purchasing the Next Gen Connector
Preparing Multi-Unit ADP Run Accounts for ADP App Marketplace
ADP WFN Wage Sync to Teamwork Default Method
Adding Employee Wisely ID in Teamwork
ADP Start New Pay Cycle
Mindbody Connector
MINDBODY Purchase Guide
MINDBODY Uploading Payroll
MINDBODY Resources
MINDBODY FAQ
Gusto Payroll Integration
Integrating Paychex to Teamwork
Adding a Paylocity Integration
Payroll CSV Format Examples
POS
Spoton Integrated Clock-In
Setting up Toast Integration with Teamwork
Toast Enforce Clock-In to Schedule
Clocking In to Breadcrumb POS
Spoton Integrated Clock-In Resolving Breaks
Other
Syncing SpotOn Teamwork Events with Google Calendar
Integrating Tripleseat with a Teamwork Schedule
Kickfin
Additional Features
Logbook
Logbook Pro Setup and Use
Logbook Overview
Logbook Setup
Logbook Use
Logbook Troubleshooting Email Non Receipt
PTO
PTO Overview
PTO Creating Policies
PTO Assigning Policies to Employees
PTO Viewing Balances and Applying PTO
PTO Employee View and Requests
Standalone Time Clock
Setting Clock-In Devices
Mobile Clock-In, Adding Permission
Adding a Schedule to Clock-In Device
Geofence Setup
Setting a Mobile Device for Employee Clock In
Photo Authentication
Delete and Re-Add Clock-In Device
Tools
Share Files Feature
Invoice Tracking Module
Adding Calendar Events and Shift Prep Notes [legacy]
Last Modified on 10/04/2023 12:23 am MDT