Popular Articles

  1. 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...
  2. Other Settings, Early & Late Clock-In, Break Defaults, Etc.

    Important Other Settings Upon Initial Setup From the Main Menu Bar , click the Gearwheel  icon and then General Settings . Scroll to Other Settings at the bottom of the page. 1. Minutes to be considered late Clock-In records and emp...
  3. Integrating Paychex to Teamwork

    Initiate Integration  In Teamwork, navigate to General Settings from the Gearwheel Menu >> scroll to Default Payroll Settings >> change the Payroll Export Type to "Paychex API". Be sure to click  at the bottom. Then navigate to "Payroll Mappi...
  4. 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...
  5. Clocking In to Breadcrumb POS

    Clocking-In to Breadcrumb POS with Teamwork Integration Clock-In 1. Initiate Clock-In through Breadcrumb 2.   WAIT for a 2nd Screen , (this can take 3 seconds) which confirms your Shift / Time / Role, and press Begin Shift.  You should v...
  6. Integrate Breadcrumb / Upserve

    We'll set your company up for you! Employees / Roles / Wages / Dayparts / Sales History / Real-Time Sale Sync / Real-Time End-to-End Gratuities-to-Payroll We'll contact you within 48 hours to confirm company setup, and guide you through use of ...
  7. Publish 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 ...
  8. Tip-Out Exceeds Tips Warning

    If the employee tips out exceed the tip  rules you will see the following warning and the following options exist: Tip-Out Exceeds Tips OVERTIP Warning: See the following symbol. Click on this bundle to see more detail In this case, ther...
  9. Mapping Employees with Payroll

    When you are finalizing payroll, you may encounter this warning: It is easily resolved. Click on "Show First Missing Employee," and you will be delivered to your new hire. Click the "Resolve" button to the top left of their payroll line items. ...
  10. Syncing SpotOn Teamwork Events with Google Calendar

    From the Schedule page,  the " + " below any date, and choose New Event From the Events window that opens, Authenticate Goole Calendar and make calendar selections from the dropdown list.  ...