Editing Employee List and Profiles

Articles

Assigning a Primary Location to a Newly Imported Employee
When importing an employee from the POS, in the event that there is not sufficient information to place the employee into a specific location or department, Teamwork places the employee in a roster called "Newly Imported Employees". The ...
Adding Working Locations and Roles to Employees
Viewing Employees From the Main Toolbar go to Employees Expose available Schedules from the dropdown selector shown below Employees will appear grouped with schedules / locations where they are able to work In addition to their one ...
Adjusting Employee Reactivation Date
1. Click on employee name from the Schedule, or Availability Icon from the Employee page as shown below 2. Delete the Activation by pressing the "X" 3. Add the correct Activation Date and SAVE ...
Inactivate & Reactivate Employees
Three methods to inactivate an employee 1. From the Employees Page: Uncheck the Active checkbox 2. From an employee's Profile tab: Toggle the Active switch to OFF 3. From employee's  Availability & Preferences set...
Assigning Employees to Primary and Working Schedules
From the Main Toolbar go to Employees Expose available Schedules from the dropdown selector shown below Employees will appear grouped with schedules / locations where they are able to work In addition to their one Primary locatio...
Confirming Employee Import from POS or Payroll
Confirming Employees Teamwork will prompt you to "Confirm" an employee - which is to verify that the employee does not already exist in the company / Teamwork, and provides an opportunity to specify which location(s) / schedule(s) and rol...
Contractor Employee Setup and Use
Teamwork provides functionality to handle Contractor / 1099 employees. This include functionality to exclude from overtime, as well as unique payroll reporting options specifically for contractors.  Step #1: Designate Contractor Status Naviga...
Setting Employee Profile Data to Private (Individually)
Click on Profile from Desktop or Mobile Check Keep My Profile Private Save by clicking Update Account To set ALL EMPLOYEES to PRIVATE with a global setting, see:  https://support.dolceclock.com/help/make-employee-profile-data...
Make Employee Profile Data Private Globally
Gearwheel Menu > General Settings ,Scroll to Other Settings and check Set Profiles to Private Press Save All Changes ...
Employee Import from POS Force Sync
If your company is set to import employee from POS, the sync occurs approximately every 15 minutes.  To force an immediate sync, go to Employees from the main tool bar, and click the following: Refresh the screen.  ...
Enable or Disable Two Step Login
Go to employee Profile Tab Scroll to Security There are two methods available for multi-factor authentication: use either Google authentication or Text authentication. Complete by pressing Update Account . To turn OFF your own Two-S...
Resync Employees with POS
Thanks to Teamwork's comprehensive integrations, in most circumstances, your employees are added to our system automatically. You have the opportunity to sync employees into Teamwork from  one of our payroll integrations, or from your Point...
Employee Scorecard Setup
From the Gearwheel Menu go to   Late / No-Show / Term / Scorecards From here you can click, "Create a No-Show Reason," title the reason, activate and inactivate a reason, and assign points to different reasons.  T...
Customizing Late, No Show, Termination Reasons
Customizing Late, No Show, Termination Reasons In Teamwork you can create custom reasons for when an employee is late, no shows a shift, or is terminated. There are stock reasons that come standard in every account, but there may be scenarios where...
Employee List Bulk Actions
This article will contain instructional guides on essential bulk functions in Teamwork! Moving employees from one schedule to another en masse Assigning / un-assigning roles from employees en masse Working Location Quick-Add / Remove Fro...