Popular Articles

  1. Setting up Toast Integration with Teamwork

    Last Updated: 12/24/2023 in Integrations POS
    Toast Partner Connect - Setting up Integrations with Toast To Add Teamwork as an Integration: 1. Log into your Toast back-end. From left menu click Integrations . Click Add and Manage Integrations . 2. Click Add More...

  2.  Permission Templates

    Last Updated: 07/13/2023 in Admin / Manager Resources System Settings
    In addition to using Teamwork's existing permission levels,   ( Manage Employee Permission Settings ) ,  you can create custom permission templates. From the Main Toolbar > Gearwheel Menu >  General Settings .&nbs...

  3. Editing and Adding Time Punches

    Last Updated: 10/03/2023 in Time and Attendance Time Punch Management
    Editing Time-Punches 1. From any Schedule view, reveal time-punches on the schedule by pressing the Time-Punch icon , it will turn blue. Time punches become visible, below the Scheduled Shift.  You will see hours worked vs. scheduled...

  4. Manage Employee Permission Settings

    Last Updated: 10/09/2023 in Teamwork University : The Essentials Part 1: Before Scheduling Employee Configuration
    Teamwork provides robust possibilities to assign specific permission levels, by schedule. From the main Toolbar click Employees.  Press Edit  Employee, and select the Permissions  Tab From the dropdown menus, choose a Per...

  5. Using the Tip Calculator

    Last Updated: 10/03/2023 in Tip Calculator / Tip Settings Using the Tip Calculator
    The tip calculator provides a simple way to allocate tips and add them to your payroll report. To open the tip calculator, from the schedule, on the intended day,  select  No Tips Run  after turning the time punches green. Ente...

  6. Shift Trades & Swaps

    Last Updated: 10/03/2023 in Employee Resources
    After a schedule has been published, employees are able to view their shifts on mobile or desktop, and may release shifts for other employees to cover, or requests a direct swap with a select employee. Employees view shifts from mobile dashboard: ...

  7. Running Tip Templates

    Last Updated: 03/14/2023 in Tip Calculator / Tip Settings Using the Tip Calculator
    Here is a step-by-step guide for running tip templates in a complex environment! Clock-ins should be approved before running tips.  Please refer to the video for Time Punch Approval if you need a refresher!  Select No Tips Run aft...

  8. Blocking Dates from Time Off Requests

    Last Updated: 10/09/2023 in Schedules and Schedule Settings
    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...

  9. Mapping Payroll Departments and Earnings Codes

    Last Updated: 12/24/2023 in Payroll Finalization
    When utilizing Teamwork in tandem with a payroll integration, it is essential to map roles / departments and earnings codes with your payroll provider. This task ensures that our data points are landing in the correct columns, with the correct repor...

  10. Inactivate & Reactivate Employees

    Last Updated: 09/24/2023 in Admin / Manager Resources Editing Employee List and Profiles
    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...