Getting Started: Global Functionality

The following provides information about how TeamWork functions globally.

Logging into Different Portals

Use different Browsers if you want several different portals open at the same time.

Remembering to Save

Remember to select the Save button.

• In field entries on a window, data is only saved if you select the Save button.
• Use the scroll bar to see if there is a Save button at the bottom of the window.

Completing Required Fields

An asterisk * following a field entry box indicates an entry is required.

Using Rankings & Skills

• 9 is High. 1 is Low.
• Rankings are used in the Auto Fill process of optimizing a schedule.
• An employee with a 0 skill is not automatically assigned by Auto Fill, but a scheduler can manually assign the employee.

Changing Scheduling Data

• Changes in scheduling data take effect for future schedules. They do not affect schedules already built.
• Data used in Auto Fill includes employee availability, employee schedule limit settings, pay rates, skill rankings, and schedule settings
• If a schedule has been created, you can run Auto Fill again and it changes the schedule based on the most current data entered.

Making Employees Inactive or Deleting - Warning

• Will affect All Active Schedules – All data relative to the employee will also be deleted from an active schedule.
• Status changes do not affect any data in an Archived Schedule. Always Archive all past schedules (in each location) before changing status of Employees or Stations.
• Employees made Inactive or Deleted from the Enterprise portal are made Inactive or Deleted from every location.
• Employees made Inactive or Deleted from a location in the Location portal are only made Inactive or Deleted from that location.

Video: How to Inactivate and Reactivate Employees

Heeding Warnings and Alert Confirmations

Take notice of pop-up warning alerts and confirmations.

• When data can be deleted by an action, pop-up windows warn you and ask for your confirmation before proceeding.
• Be sure you understand the lost data implications before taking any action.

Using Filters

• In Option Tabs: Use filters to pull only the part of the data you want to see. This increases your data pull speed.
• In Reports: Create and Save custom filters to quickly view frequently used data subsets. 
• In Last name search box filters: Use the first part of a last name. The % symbol can be entered to return ALL items in the list.

Video: How to Use Filters in Your Schedule and Other Charts

Video: How to Add, Edit, and Delete Report Filters

Using Auto Fill

Auto Fill optimizes filling a schedule by enforcing all parameters you have entered: 

• Employee availability, max scheduling limits, skill rankings, days off 
• Schedule setting parameters 
• Station rankings and Holidays entered.

Video: How to Assign and Remove Employees from Scheduled Shifts

Video: How to Setup Your Auto Fill Settings for Your Location

Copying and Pasting Report Data

All reports can be copied and pasted into Excel with formatting preserved.

• Highlight an entire table and select CTRL-C to copy all data.
• Open Excel, and in the A-1 cell, insert your cursor and select CTRL-V to paste. 
• You can now modify the report in Excel.

Downloading Report Data

All reports have several download options: