Client Checklist and Training #2

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