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 implementation specialist know if you have any questions or concerns. The timeline may be subject to delay in the event that deliverables / training are not completed, as each training builds upon the last!

Training Format

Training for Teamwork is provided through several different avenues. We have a self-guided onboarding experience baked into the lightbulb  within the application, comprehensive support articles within our knowledge base, and 1-on-1 training with a dedicated specialist via Zoom. Please join Zoom meetings from a computer (not a phone), with good wifi, minimal background noise, and screen sharing capabilities. 

Going Live

As soon as you’ve had your welcome call you can begin scheduling and managing time punches. The timeline for tips and payroll integrations is a bit more specific. We will align on a Go Live date for your account (or pilot location if you are a multi-unit operator). The Go Live date must be the first day of a pay cycle.  A schedule should be published in Teamwork for the week of your Go Live. 

Training Schedule

Account Configuration & Intro to Teamwork  (45 minute Zoom, 1-on-1)

Requirements: POS / Payroll integrations are activated
who: Account administrator(s)
what: Schedule breakdown, wage configuration, payroll settings, permissions and walkthrough of Teamwork Self-Onboarding module
when:  4 to 10 days before Go Live Date

Scheduling and Timekeeping  (Self-Led Tutorials - Teamwork U)

Requirements: A successful welcome call and some employees to schedule.
who: Managers who build schedules and edit/approve time punches, an administrator.
what: Scheduling, employee invitation, labor forecasting and timekeeping.
when:  Completed before Go Live Date

Tips  (60 minute Zoom, 1-on-1)

Requirements: Tips rules have been delivered, and time punches are approved up to day of tips call
who: Managers who edit/approve time punches and run tips, an Administrator
what: Editing and approving time punches, running tips
when: ~2 to 3 days after Go Live Date

Payroll  (60 minute Zoom, 1-on-1)

Requirements: All time punches have been approved, and tips have been allocated.
who: HR, or whomever is processing payroll.
what: We will test the payroll data, ensuring the chosen method for submission is proven successful in advance of the actual payroll submission. when: Anytime after Onboard #2 and ahead of the payroll deadline.

Additional Resources

We provide a number of resources to provide proactive support and insights about our software and its features. You can search our comprehensive knowledge base to learn how features work. Our knowledge base is also embedded within the application for easy access. You can call it up by clicking the “?” icon in the bottom right of your view!

You can also contact Support:

  • Through our widget: the "Contact" tab, or the "Contact Us" link on

  • By email:

  • By phone (emergencies only) at 833-396-4335

When you first login, the system will provide you with a self-guided onboarding experience that can always be accessed from the lightbulb (even if you choose "Don't Show This Page Again"). The lightbulb lives in the top toolbar, along with your primary navigational pages.