Popular Articles

  1.  Configure Employees [legacy]

  2. Run Tips for Pay Period

    Initiate the Tips pool from the Schedule (ie FOH), for week that falls within the pay period. Select Pay Period Tips as shown below When prompted, select Tip Pooling From the Template dropdown menu, select both Tip Pool and Declared...
  3.  Essential Settings Quick Start [legacy]

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  4. 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 ...
  5. Adding Working Locations and Roles to Employees

    Viewing Employees From the Main Toolbar go to Employees Expose available Schedules from the dropdown selector shown below Employees will appear grouped with schedules / locations where they are able to work In addition to their one ...
  6. Employee Certifications and Reminders

    Creating a Certification or Reminder 1.  From the Gearwheel Menu , go to  Reminders, Certifications & Custom 2.  From the Certification page, press Create a Reminder or Custom Input to add custom reminders as shown in the image below: ...
  7. The Essential Administrator Tour

    Teamwork Software Overview Essential Settings Quick Start Roles Setup & Use Configure Employees Scheduling Overview Timekeeping Overview ...
  8. Tips by Day-Part Options

    A common example of grouping tips by Day-Part would be having both an AM and a PM pool or tip-out.  The following options are available.  For the following example, the division between AM and PM service is 4:00pm. ( this division can be set as des...
  9. Shift Prep Report

    View and print a Shift Prep Report  with OT status and Shift Prep Notes  from your Dashboard or Reports . Report will appear after selecting Schedules / Roles / AM + PM selections Print with PDF Export icon Alternatively, run the ...
  10. Merge Duplicate Employee Records

    A FULL ADMIN has access to the following MERGE tool. 1. Open / Edit the employee name  that you will keep, ie the version that the employee has activated or used.  2. In the Merge Section, type the name of the duplicate name, ie "Dave Davids, as s...