Popular Articles

  1.  Configure Employees [legacy]

  2.  Essential Settings Quick Start [legacy]

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  3. Logbook Pro Setup and Use

    Logbook Setup From the Gearwheel Menu > Logbook Pro Settings (Requires permission levels: Admin, Location Admin, or Custom) Setup Logbook Topics (Topics will appear as Form Headings when filling out Shift Reports) Select either optio...
  4. POS (Point of Sale) Sync

    Teamwork will import Sales Data from your Point of Sale System for real-time data syncing.  Go to General  Settings from the Gearwheel  in the top right. Scroll to Create New POS Sync Account Find your Point of Sale System, and enter ...
  5. Logbook Use

    Logbook Use Entering Shift Notes Desktop 1. From the Schedule (where user's permission resides) clock the Logbook icon that corresponds with the applicable date 2. In the Logbook entry window, select the Day-Part 3. Enter Shift Notes un...
  6. Adding Calendar Events and Shift Prep Notes [legacy]

  7. 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 of inform...
  8.  Payroll Settings

    It is important to enter your Payroll Settings before you actively use the software.   Click the Gearwheel  icon at the top of any Teamwork page.  Click on General Settings and scroll down to Default  Payroll Settings. Choose Bi-Weekl...
  9. Teamwork Onboarding Timeline

    Onboarding Timeline The below timeline is the preferred onboarding schedule to ensure implementation goes smoothly. It articulates the necessary meetings, checkpoints, and deliverables to make your success a certainty. Please let your implement...
  10. Time Off Request and Approval

    The following describes employee time off, irrespective of the use of PTO, which is a separate module in Teamwork. Manager Adding of Time Off (on behalf of an employee) From The Employee Page select the Calendar OR, From the Schedule click the...