Schedules and Schedule Settings

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...

Teamwork makes it incredibly easy to input sales projections. When sales projections are populated, you will get a clear picture of your forecasted labor costs based on the schedules you build. We provide four methods of getting these projections in...

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 ...

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 ...

Press the PRINT icon to create a printable PDF Choose either the icon for a single schedule or multiple locations' schedules Choose your sort settings - they will carry over into the print view When prompted, choose for Employees or for Mana...

To set Staffing Pars or Coverage Requirements, from any schedule, press Show Requirements Use the +Roles dropdown to add coverage requirements. Click a role 1x for the number of employees required. i.e. if you need 2 Bartenders, click Barte...

If an out time is desired to be hidden, and instead show EOB (End of Business), check the Don't Show checkbox shown below in the Shift Dialogue.  Note that an end time is still entered, so that labor forecasts can be calculated. It is recommended t...

Shift Trade / Swap additional settings are able to be per schedule . From the gearwheel menu > General Settings Open additional schedule settings with the "+" shown below The dropdown menu below allows you to both disable Shift Trades, or n...

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...

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...

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...

How to identify a modified shift on a published schedule?  In schedule view in Teamwork, when you look at the shifts, the "M" shown below indicates a shift has been Modified                                                                 Clic...

Gearwheel Menu > Roles / Headings Sort Roles as shown Sort Headings as shown ...

To view employees in a schedule that is a secondary or working location (i.e. not the employees' primary location), press the  Show / Hide   Working Employees Icon as shown below. It will turn blue when engaged, and you'll see secondary employees i...

From the BY EMPLOYEE schedule type, use the first row as a placeholder for any unassigned or house shifts.  To release shifts for pick-up, publish schedule, and select "Offer the Shift" as shown below. Upon request, managers will receive ...