Getting Started 2

• Downloading the Mobile App
• How Do I Use the Mobile App?

Announcements 3

• TeamWork 5 - YouTube Channel
• Data Center Migration - April/May 2023
• Bill Hammers' Retirement

Documentation 3

• TeamWork 5 User Guides
• Enterprise Portal User Guide
• Location Portal User Guides

Release Notes 26

• Release 2023.1 (May, 2023)
• Release 2022.1 Update: New Template Types
• Release 2022.1 Update: Trade Shift Forms
• Release 2022.1 (July, 2022)
• Release 2021.2 (Auto Fill Update)

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System 7

• Current System Status
• Scheduled Maintenance
• Privacy Policy
• Terms of Use
• Terms and Conditions for Subscribers

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Frequently Asked Questions 6

• User Security Lock IP
• How Do I Sign In to TeamWork?
• Employee or User can't Sign In
• Why can’t I Delete an Employee?
• I can’t change a Password. What does ‘password NOT changed’ mean?

View all 6

API's 1

• Generic IO API's

General Info About Additional Modules 1

• ScheduleSource Teamwork Enterprise Additional Modules

Getting Started 6

• Getting Started: Sign In & Browser
• Getting Started: Access Privileges
• Getting Started: Passwords
• Getting Started: Global Navigation in TeamWork
• Getting Started: Global Functionality

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Organization Section Overview 7

• Admin Section: Overview
• Policy Management
• OrganizationSection: System Settings
• Organization Section: Special Days and Leave
• Organization Section: Select Lists

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Enterprise Setup 3

• Data Entry Requirements by Portal
• Client Checklist and Training #1
• Client Checklist and Training #2

Managing the Enterprise 5

• Adding and Managing Locations
• Adding and Managing Stations
• Adding and Managing Employees
• Adding and Managing Users
• Setting Up Notifications

Enterprise Portal Role Definitions 6

• Enterprise Portal Role Definitions
• Time & Attendance Module
• Policy Management Module
• Credentials Module
• Tours & Tour Bidding

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Location Portal Role Definitions 4

• Location Portal Role Definitions
• Time & Attendance Module
• Tour Bidding
• Leave Management

Enterprise and Location Portal Reports 4

• Reports Section Overview
• Understanding Report Designs
• Report Resources
• Report How To's

Report Field Definitions 4

• Organization Field Definitions
• Employee Field Definitions
• Scheduling Field Definitions
• Time & Attendance Field Definitions

Report Resources 5

• ScheduleSource Data Sources and Corresponding Data Fields
• Column Formula Quick Reference
• Formatting Dates and Numbers
• Report Examples
• Printing your Weekly Schedule

Swap Board Setup 1

• SwapBoard Setup

Recruiting System Setup 1

• Recruiting System Setup

Getting Started 7

• Getting Started: Sign In & Browser
• Getting Started: Passwords
• Getting Started: Global Navigation in Location
• Getting Started: Global Functionality
• Getting Started: Section Overview & Terminology

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Location Section 5

• Location Section: Days/Hours
• Location Section: Special Days
• Location Section: Crews
• Location Section: Shift Groups
• Location Section: Labor Pools

Admin Section 5

• Enterprise Section: Account Info and Download Options
• Organization Section: Setting Employee Access Options
• Organization Section: Setting Employee Swap Board Rules
• Admin Section: Managing Passwords
• Admin Section: Enabling Public URL

Stations Section 3

• Stations Section: Station Info
• Stations Section: Assigning Employee Skills to Stations
• Station Sections: Summary View & Mass Update

Employees Section 8

• Employees Section: List and Display Options
• Employees Section: Employee Information
• Employees Section: Employee Portal Access
• Employees Section: Employee Inactive & Delete
• Employees Section: Entering Availability and Skills

View all 8

Templates Section 5

• Templates Section: Add a Template
• Templates Section: Editing a Template
• Templates Section: Breaks
• Templates Section: Totals
• Templates Section: Coverage

Schedules Section 12

• Schedules Section: Schedule Settings
• Schedules Section: Building a Schedule
• Schedules Section: Editing Schedule Shifts
• Schedules Section: Assigning Shifts to Employees
• Schedules Section: Using Mass Updates

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Collaboration Package Section 6

• Collaboration Package Section: Events Calendar
• Collaboration Package Section: Message Board
• Collaboration Package Section: Sharing Options
• Collaboration Package Section: Feedback on Surveys
• Collaboration Package Section: Notifications

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Time & Attendance Module 8

• Time & Attendance Guides
• Time & Attendance Section: Index
• Time & Attendance Section: Navigation and Icons
• Time & Attendance Section: Setting Up a Kiosk
• Time & Attendance Section: Review - Issues

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Policy Management Module 1

• Policy Management Module

Credentials Module 1

• Credentials Guide

Tours & Tour Bidding Module 2

• Tours & Tour Bidding Module
• Employee Shift Bidding Quick Reference (TW5)