The following tables describe the data sources under Employee. They list the fields available and provide a brief description of contents. They include:
Availability Override
You can report on data regarding employees who alter or override their normal availability schedule. Reports gather information from the following sources.
Employee information is specified in the Add or Edit Employee window.
Location information is specified in the Add or Edit Location window.
Employees specify availability information on the Single Day Override window in the Employee Portal.
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window. |
Available | Specific times employee is available or unavailable for assignment (depends on value of Enabled Yes/No). (Employee selects Available Times on Single Day Override window.) |
Date | Date of the override. |
Yes/No (Enabled) | Indicates whether the availability is "Off" or "On". |
| On/Off | Indicates which days the employee can (on) or can't (off) be scheduled. |
Hours | Number of hours in the Available Range. |
Name | Name or type of the Availability Override. Report displays either Global Day Override or Local Day Override. |
Preferred | Specific times employee prefers to be scheduled. (Overrides default preferred times for a date.) |
Scope | Name of override's scope or availability. Report displays either Global or Local with the location's name. |
Count | A count of the Availability Overrides, grouped by the other fields selected. |
Total Hours | A sum of the Availability Overrides Hours, grouped by the other fields selected. |
Availability Template
You can report on data regarding employee availability on templates. Depending on your company's administration, data for each employee is entered in either the Location portal or the Employee portal. See the following:
Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.
Location information is specified in the Add or Edit Location window.
Schedulers enter availability in the Location portal in either a Global or Local template or, if Location Admin settings permit, employees enter their availability themselves on templates in the Employee portal.
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window. |
Available | Specific times employee is available.(Employee enters Available Times in the Availability Template window.) |
Effective End | Date the availability template ends, if Date-Based |
Effective Start | Date the availability template starts, if Date-Based |
On/Off | Indicates which days the employee can (on) or can't (off) be scheduled. |
Hours | Number of hours an employee is available based on Enabled and Available values. |
Preferred | Specific times employee prefers to be scheduled. (Overrides default preferred times for a date.) |
Priority | Rank indicating which days employee wishes to be schedule at first with 1 being last and 9 being first. |
Scope | Name of template. Reports displays either Global, Local, or Date Based |
Name | Name or type of the Availability Override. Report displays either Global Day Override or Local Day Override. |
Employee
You can report on data regarding employees at a location using the Location portal. Included is personal data, contact information, and scheduling, as well as leave requests and credentials. Some fields are unique to the Location portal, and the Employee (Local) data source provides access to this data. See the following:
Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.
Location information is specified in the Add or Edit Location window.
Field | Description of contents |
Active | A flag that indicates whether employee is available for use in scheduling shifts. Displays on reports as True if active and False if inactive. Status is active unless an inactive date is set on Employee Status window. |
| Activity | The default activity this employee is assigned to. (Entered in Employee Time window.) |
Address | Employee's street address. (Entered in the Employee Contact window.) |
Address 2 | Additional information for employee address. (Entered in the Employee Contact window.) |
| Allow Swap | Entered Yes or No to indicate whether or not this employee is able to swap shifts with others. (Entered in Employee Schedule window.) |
| Attribute | A skill or experience the employee has. (Entered in Attributes Schedule window.) |
| Attribute End | When the attribute ends. (Entered in Employee Attributes window.) |
| Attribute Notes | Any notes attached to an attribute. (Entered in Attributes Schedule window.) |
| Attribute Start | When the attribute started (Entered in Employee Attributes window.) |
| Attribute Value | How valuable that attribute is. (Entered in Employee Attributes window.) |
| Badge Id | Employee's Badge Id (Entered in the Employee Personal window.) |
Bio Id | Employee's Bio Id. (Entered in the Employee Personal window.) |
Birth Date | Employee's birthdate. (Entered in the Employee Personal window.) |
City | City of the employee address. (Entered in Employee Contact window.) |
| Consecutive Days | The number of days in a row an employee can work. (Entered in Employee Schedule window.) |
Country | Country of the employee address. (Entered in Employee Contact window.) |
| Crew | Which work crew the employee is assigned to. (Entered in Employee Schedulewindow.) |
Email of the employee. (Entered in Employee Contact window.) | |
External Id | Employee number for use with an external system, such as HR or Payroll. (Entered in Employee Personal window.) |
| Fax | The fax number for the employee. (Entered in Employee Personal window.) |
First Name | Employee's first name. (Entered in Employee Personal window.) |
GeoLocation | The latitude and longitude of the location. (Entered in Employee Personal window.) |
Last Name | Employee's last name. (Entered in Employee Personal window.) |
Max Days Per Week | Maximum number of working days per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds Max Days. (Entered in Employee Schedule window.) |
Max Hours Per Week | Maximum number of hours per week this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds Max Hours. (Entered in Employee Schedule window.) |
Max Hours Per Day | Maximum number of hours per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds Max Hours Per Day. (Entered in Employee Schedule window.) |
Max Shifts Per Day | Maximum number of shifts per day this employee can be assigned to work. The Automatic scheduling system honors this setting and does not assign an employee to a shift that exceeds Max Shifts Per Day. (Entered in Employee Schedule window.) |
Min Hours Per Week | Minimum number of hours per week for this employee. Used only for reports and analysis. (Entered in Employee Schedule window.) |
| Mobile | Employee's mobile phone number. (Entered in Employee Personal window.) |
| Nick Name | Employee's nick name. (Entered in Employee Personal window.) |
Notes | Textual notes related to the Employee. (Entered on Employee Personal window.) |
| Password | A place to create a new password for an employee (Entered in Employee Personal window.) |
| Pay Rate | Employee's hourly rate of pay. (Entered in Employee Schedule window.) |
Phone | Employee's phone number. (Entered in Employee Contact window.) |
Phone 2 | Additional employee phone number. (Entered in Employee Contact window.) |
Phone 3 | Additional employee phone number (Entered in Employee Contact window.) |
| Photo | Where employee pictures can be taken and uploaded. (Entered in Employee Contact window.) |
| PIN | Employee's Pin number issued for clocking via a telephone. (Entered in Employee Photo window.) |
Postal Code | Employee's zip code or postal code. (Entered in Employee Contact window.) |
| Project/Tack | Th default project/task this employee is assigned on a schedule. (Entered in Employee Time window.) |
Rank | Rank of the employee versus other employees. Used in seniority considerations. (Entered in Employee Schedule window.) |
| Rotation | Which schedule rotation the employee is assigned to. (Entered in Employee Schedule window.) |
| Seniority Date | Used to determine which employees have seniority and can be different than their start date. (Entered in Employee Personal window.) |
| Start Date | Employee Start Date. (Entered in Employee Personal window.) |
State | Employee’s state (Entered in Employee Contact window.) |
| Style | The color, font, and style used when this employee is inserted into schedules and other places. (Entered in Employee Personal window.) |
End Date | Termination or Inactive date of employee. (Entered in Employee Personal window.) |
Time Zone Offset | The hour difference between UTC time and the time zone setting for the employee. (Entered in Employee Time window.) |
Time Zone | The time zone for the employee shifts (Entered in Employee Time window.) |
UserDefined1 - UserDefined6 | Custom field(s) identified in Admin > Custom Fields > Employee. |
User Name | Employee's username. (Entered in Employee Personal window.) |
Employee Deployments
You can report on data regarding employees at a location using the Location portal. Included is personal data, contact information, and scheduling as well as leave requests and credentials. Some fields are unique to the Location portal, and the Employee (Local) data source provides access to this data. See the following:
Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.
Location information is specified in the Add or Edit Location window.
You can keep track of employee credentials, qualifications, certifications, and training classes as they relate to stations and shift assignments. Designate locations that require enforcement of credentials and identify non-compliant shifts. Run reports on a periodic basis that list expired credentials, credentials that will expire in the near future, and shifts that highlight employees who are non-compliant. See the following:
Credentials are established in the Enterprise portal. Go to the Credentials section of TeamWork to add and edit credentials. While you assign credentials to employees in the Enterprise portal, a scheduler with role permissions can view credentials in the Location portal and Employees can view their credentials in the Employee portal.
Location information is specified in the Add or Edit Location window.
Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.
Note: Credentials such as qualifications and certifications are assigned to specific employees. When you run reports to view Employee Credentials, only the employees who have those qualifications and certifications assigned to them are listed.
Field | Description of contents |
Agreement End Date | End date of current employee agreement. When an agreement is added to an employee, any previous agreement is terminated on the day before the new agreement begins. An employee can only be under one agreement at one time. |
| Agreement Policy | Name of effective Employee Policy. (Entered in Organization > Policies and assigned to an employee when you assign an employee agreement.) |
| Agreement Position | Name of effective position. (Entered into Admin > Lists > Employee Positions and assigned to an employee when you assign an employee agreement.) |
Agreement Start Date | Start date of current employee agreement. Agreements are entered in the Enterprise portal under Admin > Lists > Employee Agreements. When you assign an agreement to an employee using Employees > Mass-Assign or add a new employee agreement in Employees > Agreements, you designate an Effective Date, which is the Agreement Start Date. |
Agreement Type | Indicates the name of the agreement. Add an Employee Agreement Type in the Employee Agreements window under Admin > Lists in the Enterprise portal |
Credentials Completed | Date the qualification was completed. (Entered in Name in the Qualification or Certification window.) |
| Credentials Due | Date the qualification must be completed by. (Entered in Name in the Qualification or Certification window.) |
| Credentials End | Last date qualification is effective for an employee. (Entered in Name in the Qualification or Certification window.) |
| Credentials Name | Name associated with this qualification or certification. (Entered in Name in the Qualification or Certification window.) |
| Credentials Notes | Notes associated with this qualification or certification. (Entered in Notes in the Qualification or Certification window.) |
| Credentials Start | Date qualification begins being effective for an employee. (Entered in Name in the Qualification or Certification window.) |
| Credentials Status | Indicates qualification status: Complete = valid and Pending = pending (Entered in Notes in the Qualification or Certification window.) |
| Folder | The organization folder the employee is assigned to. (Entered in Employee Folder window.) |
| Location | Name of the location the employee can be assigned to. (Entered in Employee Locations window.) |
| Location Allow Swap | Marked Yes or No to indicate whether or not employees can swap shifts at this location. (Entered in Employee Locations window.) |
| Location Code | The code employees and managers use when logging on to TeamWork 5. (Entered in Employee Locations window.) |
Location Default | Indicates the location chosen as an employee's the primary work location in the Enterprise portal. To edit the Default Location, go to Employees > Location and click on a Location in the list of locations for that employee. On the Locations Settings window that displays, select Yes or No for Default. (Entered in Employee Locations window.) |
| Location Distance | Distance to the location. (Entered in Employee Locations window.) |
| Location Editable | Yes or no as to whether or not this location can be edited for this employee. (Entered in Employee Locations window.) |
| Location End Date | When the location ends and is no longer being worked at. (Entered in Employee Locations window.) |
| Location Hire Date | When the employee was hired to work at that location. (Entered in Employee Locations window.) |
| Location Pay Rate | The employee's hourly rate per location. (Entered in Employee Locations window.) |
| Location Preference | A ranking used to show which location(s) the employee should be assigned to first when using autofill schedules. (Entered in Employee Locations window.) |
| Station Name | The name of the station the employee can be assigned to. (Entered in Employee Station window.) |
| Station Priority | A ranking of which stations the employee should be assigned to first with 1 being lowest priority and 9 being highest. (Entered in Employee Stations window.) |
Employee Leave
You can report on employee leave. When employees request leave, they select a leave type. The leave is granted or denied in the Location portal or the Enterprise portal. See the following:
Employee contact and scheduling information is specified in the Add or Edit Employee window. In many organizations, employees maintain their personal and contact information in the Employee portal.
Location information is specified in the Add or Edit Location window.
Leave Types information is specified in Admin in the Enterprise portal.
Field | Description of contents |
Comment | Comment employee enters when leave is requested. |
Days | Count of days in the effective leave date range. |
Employee Request Time | Timestamp of the entry in employee’s Time Zone, if different from location. |
End Time | Ending time of partial day off entry. |
Enterprise Request Time | Timestamp of the entry in enterprise Time Zone. |
Last Updated Date | Timestamp of last update to leave entry. |
Leave Hours | Total hours of leave entry. |
Leave Type Code | Code associated with this leave type for the entry. |
Leave Type Id | Unique ID for the leave type, set by ScheduleSource. |
Leave Type Name | Name of the leave type for the entry. |
Location Request Time | Timestamp of the entry in location’s Time Zone. |
Notes | Notes related to the Employee. (Entered on Employee Information window. |
Off Type | UNUSED |
Request Status | Numerical indication of leave request status: 1 = request initiated, 0 = request granted, 2 = request denied |
Request Status Text | Text indication of leave request status: REQUEST (request initiated), GRANTED (request granted), DENIED (request denied), CANCELLED (granted leave was cancelled by request) |
Request Time | Timestamp of entry creation. |
Start Month | Month formatted (MM) DateStart. |
Start Time | Start time of partial day off. |
Start Year | Year formatted (YYYY) DateStart. |
Time Off | Text representation of start/end times for partial day off. |
UserName | Employee's username. (Entered in Username/ID in Employee Information window.) |
Cancel Requested Count | A count of the Leave Entries that have been requested cancelled (but not yet cancelled), grouped by the other fields selected. |
Count | A count of the Leave Entries, grouped by the other fields selected. |
Denied Count | A count of the Leave Entries with DENIED status, grouped by the other fields selected. |
Granted Count | A count of the Leave Entries with GRANTED status, grouped by the other fields selected. |
Leave Hours Total | A sum of the Leave Entry Hours, grouped by the other fields selected. |
Request Count | A count of the Leave Entries with REQUEST status, grouped by the other fields selected. |
Total Days | A sum of the Leave Entry Days, grouped by the other fields selected. |
Employee Skills
You can keep track of employee skills as they relate to stations and shift assignments. Station ranks are defined when stations are added and configured in locations in the Enterprise portal. While in many organizations, schedulers assign employee skills in the Location portal, you can also assign skills in the Enterprise portal.
Field | Description of contents |
| Add | Add a new skill. |
| Delete | Delete a station. |
Location | Name of the location the employee can be assigned to. (Entered in Employee Locations window.) |
| Priority | Rank indicating which days employee wishes to be schedule at first with 1 being last and 9 being first. |
Station | The station the employee is assigned to. (Entered in Employee Station window.) |
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