This is the second Enterprise portal setup training checklist. Review the following initial setup items and complete advanced features.
Initial Setup
- Review Initial Setup items completed.
- Review Locations added: locations set up, sign-in codes established, locations deployed with status active, and 1st day of week set.
- Review Employees added: assigned to locations
- Review Stations added: assigned to locations
- Review Users: users set up, assigned to locations, assigned roles
- Review Roles: additional roles created, importance of limiting privileges like delete (restore costs $$$)
- Organization Section: Optional features
- Custom Fields. Add at least 1 custom field for Employees – see where visible on info page.
- Lists –Special Days, Leave Types, Reasons (add at least one to each so we can use in the location training)
Playlist: Organization in TeamWork 5 for Managers
- Time – If your organization is using the Time & Attendance module, there is additional configuration that must take place in the Enterprise portal.
- Add Pay periods in the Enterprise portal. Go to Time & Attendance > Configuration > Pay Periods.
- Set up Projects & Tasks in the Enterprise portal. Go to Time & Attendance > Configuration > Projects & Tasks. Deploy to location for use.
- Set up Time and Rules in the Enterprise portal. Go to Locations > Time > Setup Time & Rules.
- Set up default location project/task in the Enterprise portal. Go to Locations > Time > Default Project & Task.
- Set up valid clock IP addresses in the Enterprise portal. Go to Locations > Time > Valid IP Addresses
- Assign default project and task to employees in the Employee portal. Go to Time > Clock or Time > Card and select the Project/Task.
Playlist: Time in TeamWork 5 for Employees
- CPack (Collaboration section: Events, Messages, Notify, and Feedback)
- Same functionality as in the Location portal with expanded share options to the entire Enterprise.
- Enterprise Controls:
- Messages: Monitor & delete options.
- Notify: Administration – Set user/employees profiles.
- Notify: Settings – Control employee share options.
Playlist: Collaboration in TeamWork 5 for Managers
Location Portal Training
- User logon: My Settings. Icon in top menu or tab on Home Page.
- Set support notification emails to Yes.
Playlist: Getting Started in TeamWork 5 for Managers
- Employees – Set up in Location
- Assigning Stations and Skill levels (0 skill level use).
- Auto fill parameters enforced: Availability, Max limits, Skill levels.
- Enter availability – use global if employee is deployed to more than 1 location.
- Mass Update tool: use for initial password for all employees.
Playlist: Employees in TeamWork 5 for Managers
- Organization Section
- Information: Time Zone.
- Unique ID: Public Pages & iCal sync.
- Privileges: Settings for Employee Access & Swapboard Rules.
- Password checks. Password management is available in the Enterprise Controls.
Playlist: Organization in TeamWork 5 for Managers
- Location Section
- Special Days.
- Lists Folder: Labor Pools – used in auto fill for schedule.
- Lists Folder: Crews & Shift Groups – used to view schedule data with filters & reports.
Playlist: Locations in TeamWork 5 for Managers
- Templates
- Create normal week shifts to build schedules from. Copy features.
- Fixed vs. Empty shift templates.
- Breaks.
Playlist: Templates in TeamWork 5 for Managers
- Schedules
- Building Schedules from templates.
- Using filters & display options – Creating and using crews.
- Adding/Deleting new shifts to schedule.
- Mass update Shifts – Breaks.
- Using Auto-fill.
- Creating and using Labor Pools.
- Managing Schedule Churn.
Playlist: Schedules in TeamWork 5 for Managers
- Employee Portal
- Set up Portal privileges & Swap board rules – Organization Section.
- Using Bid Boards – Schedule Section.
- Employee access: Give url, location account code, username, temp password (using Tools/mass update password).
- Log in and explore Employee portal – USE New Employee Portal only.
- Employee Notifications-employee setup. (Can be set up in the Enterprise portal CPack).
Playlist: Getting Started with TeamWork 5 for Employees
- CPack (Collaboration section: Events, Messages, Notify, and Feedback)
- Events: Calendar (Can control employee postings in the Enterprise portal).
- Message Board.
- Notifications.
- Feedback Survey Designer.
Playlist: Collaboration in TeamWork 5 for Managers
- Time - If your organization is using the Time & Attendance module, there is additional configuration.
- Review Section: Managing Time entries. Absent/on. Exceptions. Coverage.
- Reports Section: Summarize actuals by project, task, location, and date range.
- Pay Period: Manage approvals.
- Employee clock in options. Kiosk use.
Playlist: Time in TeamWork 5 for Employees
- Other