Admin / Manager Resources

Articles

Customizing Your Dashboard
From the top toolbar, go to Dashboard Dashboard components may be customized Drag any section to order the page Populate any segment by selecting schedules and dates Hide any section that is not necessary (can later be retrieved from the bottom...
Sending Messages / Alerts / Announcements
Desktop example: Press the Message Icon from the main toolbar as shown below: Open messaging options. Filter on Schedule / Roles / Employees, and check Email / Text / Dashboard options. Then click Send. When you open the employee drop-dow...
Admin Alerts
Teamwork has robust alerting.  Administrators (managers with any level of permission) can define how system alerts are delivered, ie. by email, text, push notification, or dashboard.  Because our system has the potential to send you a lot...
Automated Reports
Teamwork has robust alerting.  Administrators (managers with any level of permission) can define how system alerts are delivered, ie. by email, text, push notification, or dashboard.  Because our system has the potential to send you a lot...
Add Annual Budgets
Budget data populates the Budget column shown below, and provide goals or targets for scheduling. Budget data is often entered for an entire year. The Schedule column reflects a re-forecast sales number, and reflects labor scheduled. To upload an ...
Merge Duplicate Employee Records
A FULL ADMIN has access to the following MERGE tool. 1. Open / Edit the employee name  that you will keep, ie the version that the employee has activated or used.  2. In the Merge Section, type the name of the duplicate name, ie "Da...
Managers Unable to Perform Manager Level Functions
Common Causes: Login : After a permission is assigned, employee must login fresh to enable their permissions. Screen Selections not set Location "Quick-Collapse" hides schedule.  Schedule Selector loads visible schedules. Wor...
Text Messages, Alerts, and Push Notifications
Messaging and Alert Delivery Included with Regular Subscription Fees Messages from Management to Staff can be sent via Text Message Push Notifications Email System Generated Alerts (i.e. schedule is published, shift trade available, emplo...
Employee Punch Requests Settings
To engage the setting that allows employees to request a time punch: Go to: Gearwheel Menu > General Settings > Schedule Settings 1. press "+" to expand location/schedule settings 2. Check the following setting NOTE: the se...
Employee Start Date Modification
If an employee's Start Date needs to be moved back, in order to add shifts or time punches prior to the Start Date, take the following steps: Go to an Employee's Time off & Availability Click the Work Active / Inactive tab, and re...
Weighted Average Wage for Overtime Computation
Teamwork's payroll output allocates overtime with a method consistent with FLSA overtime requirements. https://www.dol.gov/agencies/whd/fact-sheets/23-flsa-overtime-pay The overtime wage can be a source of confusion to both employers and ...