Popular Articles

  1. PTO Viewing Balances and Applying PTO

    Workflow with EMPLOYEE initiating PTO Request From their Dashboard, employee can view balance and make request. NOTE: Employee request will be blocked if it exceeds available balance.  Manager Approval of employee request From Dashboard...
  2. Managing Employee Tips View Options

    To set Tips Exposure options for employees Go to the Gearwheel Menu > General Settings Scroll to Other Settings Option #1 > Show Tips From their Dashboard, an employee can see their personal Tips Total for each day Option #2 ...
  3. Auto Time Punch for Salary

    To set individually Edit Employee; From Salary / Wage Tab, check Auto Clock-In To set globally: Gearwheel > General Settings > Other Settings Make the following selection and SAVE NOTE: Engaging this feature will match time punc...
  4. 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.  ...
  5. PTO Creating Policies

    Creating PTO Policies Gearwheel Menu > PTO Accrual Policies Create policies and fill in policy data.  Activate Select Locations / Departments for PTO or Other Earnings Use Gearwheel Menu > General Settings > Scroll to Locations For ea...
  6. Schedule Sections & Groups

    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...
  7. MOD Manager On Duty Designation

    Teamwork can make a Manager On Duty (MOD) designation based on Role From the Gearwheel, go to Role Settings Click the Gearwheel associated with a Role Check the Mgr on Duty checkbox.  Employee's working this role will carry MOD st...
  8. Assigning Managers to Approve Payroll

    Gearwheel Menu > Payroll Settings > Assign Managers.... Check the name(s) of any manager(s) who you intend to approve that a location's labor data is ready for payroll. Ie time-punches, tips, wages, etc.  Manager approval is per schedule N...
  9. Employee Validation of Manager Time Punch Edits

    Turning On Validation of Punch Edits This article pertains to a setting where time punches originate from the POS, and only EDITS require employee validation.  From the Settings page, scroll to Locations . Select the "+" next to a location/sche...
  10. 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. First- de...