New Articles

  1. Entering Projected Sales

    Created On: 10/09/2023 in Teamwork University : The Essentials Part 2: Writing and Publishing Schedules
    Teamwork makes it incredibly easy to input sales projections. When sales projections are populated, you will get a clear picture of your forecasted labor costs based on the schedules you build. We provide four methods of getting these projections in...

  2. Publish Schedules

    Created On: 10/09/2023 in Teamwork University : The Essentials Part 2: Writing and Publishing Schedules
    Check the Publish checkbox to publish an individual schedule, or use the Global Publish to publish multiple schedules simultaneously, as shown below. Notes: After a schedule has been published, changes to the schedule are tracked. Employees ...

  3. Enforce Early/Unscheduled Clock-In

    Created On: 10/09/2023 in Teamwork University : The Essentials Part 2: Writing and Publishing Schedules
    PLEASE NOTE THAT YOU MUST BE USING EITHER A TEAMWORK CLOCK-IN STATION OR INTEGRATED CLOCK-IN TO USE THESE SETTINGS.   If you location does not currently have integrated clock-in activated, please contact Teamwork Support to have the setting activat...

  4. Blocking Dates from Time Off Requests

    Created On: 10/09/2023 in Teamwork University : The Essentials Part 2: Writing and Publishing Schedules
    From the Gear Menu, go to Blackout Request-Off Dates: Choose the Departments that the block applies to: Choose dates to block, and press Add Range NOTE: The Block Action dropdown allows you to Allow Requests with Comments , (e...

  5. Schedule Sections & Groups

    Created On: 10/09/2023 in Teamwork University : The Essentials Part 2: Writing and Publishing Schedules
    Schedule Sections & Groups SpotOn Teamwork allows for the creation of Schedule Sections and Groups. They are easy to set up and use! When scheduling, managers will now be able to choose from a defined list of sections, reserving the shift notes f...

  6. Scheduling Overview

    Created On: 10/09/2023 in Teamwork University : The Essentials Part 2: Writing and Publishing Schedules

  7. Customizing Your Dashboard

    Created On: 10/09/2023 in Teamwork University : The Essentials Part 1: Before Scheduling Setting Up Your Account
    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...

  8. Configuring Your Admin Alerts

    Created On: 10/09/2023 in Teamwork University : The Essentials Part 1: Before Scheduling Setting Up Your Account
    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 of inform...

  9. Manager Notes

    Created On: 10/03/2023 in Teamwork University : The Essentials Part 1: Before Scheduling Employee Configuration
    From within the Employee Profile, the "Manager Notes" tab allows for free-form entry that is not visible to the employee. You can leave notes on how well they've done, any issues that need to be logged, etc. Additionally, any tagged logbook notes, ...

  10. Everything In It's Place

    Created On: 09/30/2023 in Teamwork University : The Essentials
    Mise En Place We at Teamwork want to make sure you have everything dialed in before you begin scheduling. You're welcome to cut right to the chase with our Scheduling Overview , but we want to empower you to make any adjustments to employees, ...