TEAM University Course Catalog

WinTeam is a financial, operations and workforce management software consisting of 15 modules.

In this course you will:

1. Explore the features, functionality and benefits of all WinTeam's modules.

WinTeam is a flexible system that uses a tabbed interface. Familiarize yourself with WinTeam's navigation to use the system more efficiently and easily.

In this course you will:

1. Explore WinTeam's Menu, Toolbar, Navigation Pane, and overall System Navigation.

WinTeam has various options to retrieve, view and compare data. Knowing how to filter information within the system helps you gather and display the data you need.

In this course you will:

1. Discover various filter functionality available when viewing and gathering records in WinTeam.

WinTeam has various options to retrieve, view and compare data. Knowing how to filter information within the system helps you gather and display the data you need.

In this course you will:

1. Discover various filter functionality available when viewing and gathering records in WinTeam.

WinTeam has various options to retrieve, view and compare data. Knowing how to search and filter information within the system will help you gather and display the data you need.

In this course you will:

1. Discover Grid Functionality to view data the way you want or need to.

Jobs are the heart of WinTeam and are tied to every transaction within the system. Jobs are the physical location where employees do their work, but they are also used for system purposes.

In this course you will:

1. Understand what jobs are, Why jobs are important, Where and how Jobs are used, Be Introduced to Job Costing.

Employee information is stored and tracked within the system. Understanding where the employee information is entered and used is vital for success in using WinTeam.

In this course you will:

1. Review information stored in the Employee Master File, Learn where employee information impacts the system

Customers are used when billing services in WinTeam. Explore customers and how they are used and setup in WinTeam.

In this course you will:

1. Explore how customers are used in WinTeam, Review the Customer Master File

Vendor information is stored in the Vendor Master File within the Accounts Payable module.

In this course you will:

1. Explore the function of vendors, Understand how to set up a Vendor in the Vendor Master File

Tiers are one of the most important parts of implementing WinTeam. They are used to group and sort data on most WinTeam reports, including financials and Job Costing reports.

In this course you will:

1. Understand the function of Tiers, why they are important, Determine what tiers would benefit your company the most.

Hours Types are used to label and define several details about the hours paid to employees. They are used throughout the system with multiple areas of impact.

In this course you will:

1. Learn what Hours Types are, where they impact the system, Explore strategies for developing a list of Hours Types

TEAM Software offers various reporting solutions, providing you with multiple options to view your data in the way that best suits your needs.

In this course you will:

1. Review TEAM's reporting products including BI, Insights, and WinTeam Reports

Quickly and easily generate a batch of accounts payable checks to be printed using the accounts payable check printing process. The check printing process includes additional capabilities, such as generating NACHA files and printing advice statements for vendors.

In this course you will:

1. Review of Security Permissions
2. Overview of the Print Checks Screen Options
3. How to Print Checks
4. How to Generate a NACHA File
5. How to Print Advice
6. How to Reprint Checks

With online payments in Account Receivable, you can accept online credit card payments from your customers that seamlessly flow into WinTeam Accounts Receivable, along with automatically updating processing fees to the payment record, resulting in a more precise cost allocation to the job level.

In this course you will:

1. Review the necessary setup in WinTeam to accept Online Credit Card Payments.
2. Understand the updates to the Payment window.
3. Explore functionality in the Customer Portal and Merchant Portals.

Compliance Tracking Codes function as the master list of requirements which can then be tied to Employees, Jobs, or Posts. Codes can be created to track items for licensing, training, orientation, reviews, certifications and other specific Job requirements.

In this course you will:

1. Review how to setup various Compliance Tracking Codes

Once Compliance Tracking Codes have been created, they can then be assigned to Employees from the Compliance Code Setup screen, or to Jobs and Posts on the Job Requirements tab of the Job Master File.

In this course you will:

1. Administer Compliance Tracking Codes to Jobs, Posts and Employees

As employees satisfy requirements, you will update WinTeam with this information. To maintain compliance data, use the Compliance Tracking by Employee screen. On the Compliance Codes tab, both requirements to be completed and those that have been completed are displayed.

In this course you will:

1. Understand the Compliance Tracker by Employee screen for codes assigned and completed.

As employees satisfy requirements, you will update WinTeam with this information. To maintain compliance data, use the Compliance Tracking by Employee screen. On the License Expiration tab track licenses and certification status and due dates.

In this course you will:

1. Understand how to maintain license expiration codes.

As employees satisfy requirements, you will update WinTeam with this information. Sometimes mass updates are needed. Those can be done using the Compliance Tracker Quick Entry screen.

In this course you will:

1. Understand how to use the Compliance Tracker Quick Entry screen.

The Post Qualification Report provides information on employees who are entered on a schedule but do not meet the requirements of the Job or Post. It can also provide a list of employees who have satisfied the requirements needed to work at a Job or Post.

In this course you will:

1. Learn how to use and understand the Post Qualification report

The Compliance Codes Report is found in the Human Resources reports menu. It includes all the Compliance Codes and associated parameters setup in Compliance Tracking Codes. This report can be used to review the completeness and accuracy of the setup. It can be filtered by several criteria options.

In this course you will:

1. Study how to use the Compliance Codes report to verify the accuracy and completeness of setup

Use this report to review the Compliance Codes assigned to Jobs to ensure the setup is complete and accurate.

In this course you will:

1. Discover how to use and understand the Compliance Codes by Job report

The Compliance Status Report is found in the Human Resources reports menu. It looks at all the Compliance Codes (including License/Expiration Codes) and calculates what is due based on the Employee Classification, Employee Type, Primary Job and where the employee is actively working. You can use this report to review completed compliance items or to find requirements that will be due.

In this course you will:

1. Explore how to use and understand the Compliance Status report

The License/Expiration Report looks at only those Compliance Codes setup using License/Expiration Dates. You can use this report to review those who have a valid license or to find those employees whose license will be expiring.

In this course you will:

1. Review how to use and understand the License Expiration report

eHub is a powerful tool for the workforce. Understanding the setup needed to make sure everything runs as expected is important.

In this course you will:

1. Setup and Administer eHub security groups and roles
2. Create workflows
3. Review Defaults
4. Understand Content Management

Registering and logging into eHub is quick and easy. You only need three pieces of information, your employee number, birth date, and social security number.

In this course you will:

1. Experience how to login and register for an eHub account

Employees can use eHub to view Paychecks and other personal information such as tax forms, and hourly benefits. Employees can also use eHub to complete checkpoints at a job site.

In this course you will:

1. Explore Employee License features such as how to login/register, Paychecks, Tax Forms, hourly Benefits, Job Landing page, Schedules, Checkpoints, Timekeeping, Requests, Approve Time Worked, Schedule Report, and eHub Help.

The Main Landing Page provides Supervisors quick access to important information they need to perform their daily tasks.

In this course you will:

1. Discover the available widgets and functionality of the Supervisor Main Landing page in eHub

The Job Landing page hosts information about the job site, as well as provides access to widgets filtered for the specific job.

In this course you will:

1. Learn about the Job Landing page, and widgets available such as Checkpoints, Deficiencies, invoices, and timekeeping

The Employee Landing page allows supervisors to view their employee's information.

In this course you will:

1. Understand the Employee Profiles and available widgets on the Employee Landing Page

TeamTime on eHub allows eHub Supervisors to easily view their employee's punch status, review TeamTime call details, as well as view if there are call exceptions and the type of exception.

In this course you will:

1. Access the TeamTime widget

2. View employee punch status
3. Explore call review

The time off request feature lets employees submit requests for time off in eHub mobile, and allows supervisors to manage requests for time off in eHub, making the time off management process more efficient, while preventing requests that exceed hourly benefit balances.

In this course you will:

1. Complete the setup for managing time off requests in eHub.

2. Review how to make requests.
3. Understand how to manage requests as a supervisor/manager.
4. Review the Time Off Requests report in WinTeam.

Closing procedures for the Accounts Receivable module are important for ensuring that all transactions are processed and posted, and that your GL is reconciled with the subsidiary ledgers.

In this course you will:

1. Reviewing the Invoice Register
2. Posting transactions to the GL
3. Reviewing the Sales Tax report to remit taxes
4. Reconciling the GL to outstanding AR invoices.

Closing procedures for the Accounts Payable module are important for ensuring all transactions are processed and posted, and that your GL is reconciled with the subsidiary ledgers.

In this course you will:

1. Posting to the General Ledger

2. Review the Use Tax Due Report
3. Reconciling the General Ledger with Outstanding Invoices

Closing procedures for the Payroll module are important for ensuring employees are paid accurately and on time, payroll taxes are balanced and remitted, and all transactions are updated to the general ledger.

In this course you will:

1. Ensure All Timekeeping, Compensations, and Deductions have been processed
2. Review Paycheck Warning Report
3. Enter Single Entry and Voided Checks
4. Process Labor Accrual
5. Update to the General Ledger
6. Calculate and Remit Payroll Taxes
7. Calculate and Remit Unemployment Taxes
8. Review W-2 Report

Closing procedures for the Inventory module are important for ensuring that inventory transactions have been accounted for, and that item counts in warehouses are accurate.

In this course you will:

1. Review Activities by Job/Item # Report
2. Update to General Ledger
3. Perform Physical Counts at Warehouses
4. Adjust Computer vs. Actual Variances

Closing procedures for the Fixed Assets module are important for ensuring all new fixed assets are recorded, depreciation accounted for, and all activity is posted to the General Ledger.

In this course you will:

1. Entering New Assets
2. Review Depreciation Detail Report
3. Update to General Ledger

Closing procedures for the Work Scheduling module help ensure work tickets are updated and reviewed for accuracy and profitability.

In this course you will:

1. Reviewing Ticket Details
2. Generating Work Ticket reports
3. Monitoring Profitability with the Work Ticket Profit report

Closing procedures for the Personnel Scheduling module are important for staying on top of hourly billing and scheduling changes.

In this course you will:

1. Reviewing the Hourly Billing Comparison report
2. Reviewing the Non-Billed Analysis report
3. Updating Master Schedules

Closing procedures for the Human Resources module help ensure hourly benefit usage and accruals have been processed, and reports reviewed for accuracy.

In this course you will:

1. Verifying the Benefit Wizard
2. Reviewing the Benefit Hours report

Closing procedures for the Job Costing module help you monitor budgets and profitability of jobs.

In this course you will:

1. Update Job Cost Report Templates
2. Review Job Cost reports

Closing procedures for the General Ledger module are important final steps prior to generating financial statements for the period.

In this course you will:

1. Update GL and/or Labor Budgets
2. Enter and Process Adjusting Journal Entries
3. Update Adjusting Journal Entries to the General Ledger
4. Bank Account Reconciliation
5. Add New GL Accounts to Financial Formats
6. Generate Financial Statements
7. Adjust Fiscal Year Setup

The Benefit Setup screen provides the flexibility necessary to set up sick pay requirements from various states and localities across the country.

In this course you will:

1. Be able to set up compliant sick pay policies

The HR Benefit Wizard is central to administering benefits, giving the ability to process employee usage and accrual of benefits.

In this course you will:

1. Overview of the HR Benefit Wizard
2. How to Create a Usage Batch
3. How to Create an Accrual Batch
4. How to Delete a Batch
5. How to Review All Batches

Several steps are needed when terminating an employee to ensure any outstanding items are addressed before and after the last payroll check is processed for the employee.

In this course you will:

1. Discover the process for terminating an employee

The Workforce Analysis screen is helpful for analyzing the full time/part time composition of your workforce for a specified period of time.

In this course you will:

1. Workforce Analysis Setup
2. Explanation of Results
3. Screen Functionality and Navigation

The Affordable Care Act requires certain documentation be provided to employees regarding health insurance coverage during the year. With proper setup and use of WinTeam's Insurance Benefits module, 1095-C reports can be generated by the module, saving you from having to manually create these reports for each employee after the end of the year.

In this course you will:

1. Overview of 1095-C Reporting Requirements
2. TEAM's ACA Resources
3. User Security Requirements
4. How to Generate 1095-C Reports
5. 1095-C Distribution Options

The Affordable Care Act requires certain documentation be provided to the IRS regarding employee health insurance coverage during the year. With proper setup and use of WinTeam's Insurance Benefits module, 1094-C filing can be automated, saving you from having to manually file after the end of the year.

In this course you will:

1. Perform a Communication Test with the IRS
2. Create and Submit 1094-C Electronic File
3. Submit 1094-C Correction File
4. Submit 1095-C Correction File

The Inventory module can be used in different ways depending on the need. Some companies have physical warehouses where a large variety of items are kept; some use just a few items for daily work. Items may be used only internally or on Job sites.

In this course you will:

1. Review how the Inventory module is used to meet different needs
2. Learn how to organize items
3. Understand various types of transactions for managing inventory

Vendors are people or companies who provide products or services to a company or buyer. All vendors are stored in their own unique Vendor Master file. This master file is then connected to inventory processes, accounts payable, the general ledger and Job Costing to manage supplies, monitor budgets, and reconcile your accounts.

In this course you will:

1. Understand what a vendor is and how their information is stored
2. Review how to track payment requirements for each vendor
3. Learn how to manage invoices
4. Learn how to pay vendors and view payment history
5. Explore how to issue 1099s

Items are any product or service purchased and/or sold by your company. All items are stored in their own unique Item Master file. This master file is then connected to processes in inventory and accounting to make purchase orders, transfers and drop shipments, sell to customers, review physical counts, and manage budgets.

In this course you will:

1. Explore how the Item Master file connects to other functions in WinTeam
2. Learn how to add and edit an item or service
3. Understand how items can be tracked for inventory and job costing
4. Review how to organize items and vendors for easier reordering

Purchase orders are often used to authorize and track purchases before processing and paying an invoice.

In this course you will:

1. Review the status levels and flow of purchase orders
2. Learn how to create purchase orders
3. Understand how to enter items to order as well as vendors to order from

Purchase orders can be used to track items ordered for inventory. Once those items arrive, they are received into a warehouse, adding them to the quantity on hand, and making them available to be used at jobs, billed on invoices, and tracked in the Inventory module.

In this course you will:

1. Review how to receive a shipment from a purchase order
2. Understand how to access the quantity on hand window from the item master file

Physical counts are used to ensure that actual inventory levels match the amounts shown on hand in warehouses.

In this course you will:

1. Review how to complete a physical count
2. Understand the quantities on hand window and how to make updates

Transfers occur when one warehouse transfers items to another.

In this course you will:

1. Understand how to process a transfer and how the GL accounts are affected

Inventory requests can be made by employees in the field to be reviewed, tracked and fulfilled in the Inventory module.

In this course you will:

1. Learn how to submit and review requests

When items from inventory are used and/or resold at a job, the transaction is processed in the Sold/Usage window.

In this course you will:

1. Explore the difference between sold and usage transactions
2. Learn how to update requests to sold/usage transactions
3. Create a new sold/usage transaction
4. Review how to invoice and post resale transactions in Accounts Receivable

Picking tickets and packing slips can be printed for inventory sold/usage transactions, to hep the warehouse staff pull the items, and to include with shipments so the recipient can verify everything was shipped.

In this course you will:

1. Learn how to print picking tickets and packing slips

Drop shipments are purchases for a job that are delivered directly to the job location by the vendor, rather than received at your warehouse.

In this course you will:

1. Understand how to process a drop shipment order
2. Review how to pay the vendor invoice

All inventory transactions that involve items moving into, out of, or between warehouses must be posted to the general ledger.

In this course you will:

1. Understand how to post inventory transactions to the general ledger

Insights is a powerful tool giving you operational and financial information from your WinTeam data.

In this course you will:

1. Explore various areas of Insights

The Kwantek (Hire by WorkWave) applicant tracking system helps you efficiently find, hire, and onboard candidates.

In this course you will:

1. Navigate Screens in Kwantek (Hire by WorkWave)
2. Use Menu and Filter Options
3. Access Job Listings and Applicants
4. Manage Users, Settings, and Profile

Adding Jobs is a common task within Kwantek (Hire by WorkWave). This process begins by selecting the "Add a Job" option from the Actions section of the left menu, and completing the New Job form.

In this course you will:

1. Review setting up a new Job in Kwantek (Hire by WorkWave)

When adding a job that requires similar setting to another existing job, or refreshing a job, you can save time by copying rather than adding from scratch.

In this course you will:

1. Learn how create a new job by copying an existing job

When a job is no longer needed, usually because candidates have been hired and the job is suspended, it should be archived to remove it from the job list. In more rare instances where a job has not been used and has no applicants attached, it can be deleted.

In this course you will:

1. Learn how to archive and delete job listings that are no longer needed.

Kwantek (Hire by WorkWave) uses email templates for both automatic and manual emails to candidates. The system sends automated emails when a candidate is filed, called a no thanks email, and a confirmation email when an application is submitted.

In this course you will:

1. Learn to add, edit, and delete email templates used by Kwantek (Hire by WorkWave)

Phone screen templates are used to ask questions and record answers from candidates during phone screen and in-person interviews. Templates can be created for each different job type and/or stage of the interview process, and can then be completed and saved on the candidate profile screen for reference later.

In this course you will:

1. Learn to add, edit, and delete phone templates in Kwantek ( Hire by WorkWave)

Candidates can be added to jobs manually, either individually, or multiple at one time. This is helpful if you don't need a candidate to fill out the full application, or for those that completed an application on paper.

In this course you will:

1. Learn how to manually add candidates to Kwantek (Hire by WorkWave) both individually as well as importing multiple at one time.

Copying a candidate allows you to add them to another job without having them submit another application.

In this course you will:

1. Learn how to copy candidates from one job listing to another.

Review candidates using the candidate profile screen, including candidate categories, summary information, and various other information.

In this course you will:

1. Learn to navigate and manage candidates with the Candidate Profile page.

Various candidate search options are available when using Kwantek (Hire by WorkWave).

In this course you will:

1. Learn various ways to search for Candidates in Kwantek (Hire by WorkWave)

Candidate resumes, documents, and notes can be forwarded to other managers for review.

In this course you will:

1. Learn how to forward resumes and documents from both the candidates and search screens
2. Learn how to forward candidate notes

Phone screens and interviews with candidates can be scheduled in Kwantek (Hire by WorkWave), either by manually sending an interview invitation via email, or using the Advanced Scheduling feature to integrate with a calendar and allow candidates to select the date and time they prefer from a pre-set list of available times.

In this course you will:

1. Review how to send a manual interview request
2. Learn how to set up Advanced Scheduling
3. Learn how to send an invitation request with Advanced Scheduling

As you process candidates and make decisions about those you want to hire and those you are no longer interested in, they should be moved to the hired or filed categories.

In this course you will:

1. Learn how to file candidates you are no longer interested in hiring
2. Review how to send a no thank you email
3. Understand how to move candidates to the hired category and onboarding process

Onboarding in Kwantek (Hire by WorkWave) is a helpful tool that facilitates sending, completing, tracking, and storing necessary forms for new hires.

In this course you will:

1. Review of the onboarding toolbar
2. Learn the different screens available for reviewing requests and employees
3. Dive into navigation to the reports and settings menus

The Kwantek (Hire by WorkWave) applicant tracking system helps you efficiently find, hire, and onboard candidates.

In this course you will:

1. Review Ordering a Background Check in Kwantek (Hire by WorkWave)

Custom Filters are used to limit user access to only their jobs, helping reduce the number of jobs available to only those needed, and helping to prevent users from accidentally creating or modifying jobs outside of their area of responsibility.

In this course you will:

1. Review setting up and using custom filters

The Work Opportunity Tax Credit (WOTC) program reduces the federal tax liability of employers who hire individuals from groups that often face significant barriers to employment.

In this course you will:

1. Learn how to add a new employee
2. Review how to give the employee access to the WOTC questionnaire
3. Understand how the employee completes the WOTC request
4. Explore how to submit the WOTC application for certification

All location setup and configuration are completed in Lighthouse Web. Setting up a location is done from maps, and involves drawing geofence boundaries, and entering location details.

In this course you will:

1. Review how to setup Locations within Lighthouse Web

Service Hours are the hours your employees are expected to be at the location. Setting up service hours enables you to easily see which locations are open or closed when viewing locations on the map. It also enables map filtering capabilities.

In this course you will:

1. Review how to setup Service Hours

When pinpoint reporting accuracy is needed, set up Zones to user with QR codes, NFC, or Bluetooth beacons.

In this course you will:

1. Explore various Area types
2. Review how to setup an Area for a location

After zones have been setup as QR codes, you can print QR codes from a regular laser or ink jet printer using weather proof label adhesive paper.

In this course you will:

1. Learn how to print QR codes and labels for Zones

There are two ways to add users to Lighthouse using the web application, the "Invite" method, and the "add user" method.

In this course you will:

1. Review how to setup new users in Lighthouse web

Every Lighthouse user must have a role assigned that dictates their access permissions.

In this course you will:

1. Explore Roles and Permissions for Lighthouse users
2. Understand how to manage permissions for various types of Lighthouse users

Notification Preferences allow users to opt into location activity alerts via the mobile app or email. This includes exceptions, new or updated issues, inspection results, etc.

In this course you will:

1. Explore various notification preferences for Lighthouse users

There are three form types in Lighthouse allowing for flexibility to cover a wide range of uses.

In this course you will:

1. Understand the different form types available and when to use each type

Creating issue and task templates are similar in process, although different in content.

In this course you will:

1. Review how to setup Task and Issue templates
2. Learn how to submit tasks and issues for locations using Lighthouse Web

Audit templates allow you to establish a system for weighting and scoring.

In this course you will:

1. Review how to setup Audits

The maps view in Lighthouse web is a powerful tool for monitoring service hours, activities, and employees.

In this course you will:

1. Explore the Map screen and available menus
2. Review Search and Filtering capabilities

Lighthouse contains a variety of helpful reports to analyze the data captured.

In this course you will:

1. Review navigation and functionality of the reports menu in Lighthouse web

Help ensure proper service levels at locations by creating exceptions and sending notifications when activities are not completed as scheduled.

In this course you will:

1. Explore setting up tasks, audits or visits to be completed on a specified schedule.

TEAM's messaging service provides eHub Supervisors a way to easily send messages to employees through eHub mobile, and gives WinTeam users access to create, send, and review messages.

In this course you will:

1. Sending Messages through WinTeam and eHub Mobile
2. Checking Messages
3. Enabling SMS text and push notifications"

The Timekeeping screen in the Payroll module of WinTeam includes helpful tools for reviewing and updating timekeeping prior to processing payroll.

In this course you will:

1. Timekeeping screen overview
2. Other info, including history of timekeeping records
3. Timekeeping exceptions
4. Timekeeping recap by employee
5. Timekeeping recap by hours description

The payroll check printing process includes tools for printing paycheck batches, as well as reprinting checks and generating PDFs.

In this course you will:

1. Review of Security Permissions
2. Overview of the Print Checks Screen Options
3. How to Print Checks
4. How to Reprint Checks
5. How to Recreate Paycheck PDFs

The daylight savings time update in the Payroll module is a tool used for adjusting hours of employees working overnight shifts in the sprint and fall when daylight savings time starts and ends.

In this course you will:

1. Be able to perform daylight savings time updates when needed in the spring and fall

Other deductions has been enhanced to support the set up of complex deductions. You can now set up all of your deductions in one place with new tax and administrative restrictions.

In this course you will:

1. Review new Deduction Tax Type Field
2. Explore new deduction limit settings
3. Set up an Example Deduction Code
4. Take Necessary Action

Part of setting up compensations is assigning a tax type. This field will need to be populated for all compensation codes starting January 1, 2019.

In this course you will:

1. Understand the different tax type options

Minimum wage is defined as the minimum hourly wage an employer can pay an employee for work. There is a federal minimum wage, but some cities, states, counties, and even jobs have their own minimum wage limit to be followed that is higher than the federal minimum. These rates vary across jurisdictions.

In this course you will:

1. Setting up Federal Minimum Wage
2. Setting up multiple jurisdiction minimum wage rates
3. Overriding the minimum wage on the Job Master File
4. Various warnings
5. Search for Eligible Employees filtering
6. Rate Source Links
7. Review Checks filters

Setting up employees with direct deposit allows for paperless payroll, and money deposited into bank accounts automatically.

In this course you will:

1. Setup Direct Deposit Information for employees
2. Turn on Direct Deposit for the system
3. Review Direct Deposit Import functionality

The Address Validation tool is designed to aide in cleaning up job and employee addresses that have not been entered, are incomplete, or have not been validated. Having the correct validated address information is important to obtain the corresponding state, federal, and local tax codes for processing payroll taxes.

In this course you will:

1. Review how to manually validate addresses
2. Understand how to use the blank update
3. Review how to turn on and run the bulk address validation in WinTeam

The Tax Mapping process matches your current payroll taxes to the payroll tax engine tax codes.

In this course you will:

1. Review mapped taxes in WinTeam
2. Understand how to filter the mapping screen
3. Review the process for mapping WinTeam taxes to the payroll engine tax codes

Once of the many benefits of using Personnel Scheduling is having the schedule hours sent to Accounts Receivable for billing. The billing information, such as description, GL number, rate, and more must be supplied with the house when sent over. This is accomplished with the use of Bill Codes. Building categories of related invoice descriptions is the first set in setting up Personnel Scheduling.

In this course you will:

1. Discover what Bill Code Categories are
2. Understand how Bill Code Categories are used
3. Explore how to set up various Bill Code Categories

After setting up Bill Code Categories, the next step is assigning and customizing them for each job, so they have all the job-specific billing information needed for Accounts Receivable when sending the hours from the schedule. This is done with the Bill Codes by Job screen.

In this course you will:

1. Learn how to access the Shift Setup screen
2. Review how to add Shift Codes

The final setup before building master schedules is setting up a template of shifts with typical start and end times used on the schedules. These templates are primarily used to speed up the scheduling process, as each shift automatically fills the start and end time.

In this course you will:

1. Discover what Bill Code Categories are
2. Understand how Bill Code Categories are used
3. Explore how to set up various Bill Code Categories

Master schedules are created by setting up posts in the Post Setup screen. Post Setup includes the details of the schedule, such as the weekly personnel requirements, default hours descriptions, start dates, and setting for TeamTime notifications.

In this course you will:

1. Learn how to access the Post Setup screen
2. Review how to create posts for job schedules

Rollover Type and Rotating Shifts settings in Post Setup provide options to help with job schedules that change or rotate, and those where employees rotate shifts on a regular basis.

In this course you will:

1. Review Rollover type and Rotating options
2. Review how to use options for your schedule rollover each week

To most efficiently use the Personnel Scheduling module, an understanding of the difference between Master and Working Schedules is necessary.

In this course you will:

1. Explore the relationship between the Master and Working schedules and uses for each

Knowing how to navigate the Schedules screen, and what functions are available, is important for effectively managing schedules.

In this course you will:

1. Explore Schedules screens, buttons, and available tools

There are a variety of ways to schedule employees to shifts in Personnel Scheduling.

In this course you will:

1. Explore each scheduling method

Search for Eligible Employees is a useful tool for filtering and sorting employees by various availability and eligibility criteria. Put it to use in your day to day scheduling tasks to fill shifts with the employee that best matches the shift and its requirements.

In this course you will:

1. Explore the Search for Eligible Employees tool

The Find and Replace Employees window in Personnel Scheduling is designed to provide a quick and easy method to manage employee terminations, reassigning existing employees, or handle vacations and time off.

In this course you will:

1. Discover how to access the Find and Replace Employee window
2. Learn how to use the various fields and functionality Find and Replace Employee offers

When maintaining schedules, from time to time employees need removed from scheduled shifts. This is accomplished with one of several different available methods.

In this course you will:

1. Learn various methods for removing employees from scheduled shifts.

The Shift Details window of the Schedules screen gives you access to all shift information. From this window, you can not only review the shift details, but make changes to shift times, pay information, and billing information.

In this course you will:

1. Review information stored in Shift Details screen
2. Understand changes that can be done within Shift Details

The Exceptions window displays scheduling exceptions for Overlapping Shifts, Overtime, Qualifications, and Minimum Wage. It is helpful when managing schedules to prevent scheduling issues and control overtime expense.

In this course you will:

1. Learn how to access the Exceptions window
2. Understand how to navigate and use the available options within the Exceptions window

Weekly Working Schedules are created by rolling over a copy of the Job Master Schedule. The rollover process can be completed individually by job while in the Schedules screen, or for multiple jobs at one time using the rollover screen.

In this course you will:

1. Understand multiple ways to create Working Schedules by rolling over a copy of the Job Master Schedule.

Supervisors can send shift offers through WinTeam, eHub Web and eHub Mobile to employees. Employees with eHub Mobile can receive notifications for the shift offer on their mobile device and can claim or pass on the offer. If claimed, the employee is automatically inserted into the Working Schedule.

In this course you will:

1. Review the Open Position Claim Process
2. Learn how to send and review offers
3. Understand how users accept offers in eHub Mobile.

Many different scenarios can occur in your day to day operation, requiring changes to the Working Schedule to reflect the change to coverage, hours, and pay or bill rates.

In this course you will:

1. Explore some of the most common scenarios you'll run across in Schedules.

Publish, Notify and Confirm, are three features you can use to provide employees clarity about when they are supposed to work. These features also reduce the manual process of ensuring each employee knows their schedule.

In this course you will:

1. Review how to Publish schedules for employees to view in eHub.
2. Explore notification options for alerting employees their schedules are ready.
3. Understand how the Confirm Schedule feature works for both employees and supervisors.

The Personnel Scheduling Job Board offers flexibility and efficiency in managing schedules by listing open shifts for employees to claim, and allowing employees to post or swap their scheduled shifts.

In this course you will:

1. Review necessary setup for the Job Board.
2. Understand how Open Shifts are displayed and claimed.
3. Explore how employees can post and swap their scheduled shifts.

Enhanced Reconciliation allows you to easily and efficiently reconcile differences between TeamTime punch data and scheduled shift times.

In this course you will:

1. Review enhanced reconciliation shift color indicators.
2. Understand how shifts are auto reconciled.
3. Explore how to reconcile shifts manually when necessary.
4. Review your "to-do" list via the reconciliation exceptions tab.

The Separate Pay and Bill feature allows you to have different round rules for your payroll and billing hours. This allows you to pay employees for every minute worked based on time punches, yet keep your billing clean by continuing to round to the quarter hour, or however your contract states.

In this course you will:

1. Review Hours Rules settings
2. Explore Common Separate Pay and Bill Scenarios

The Personnel Scheduling Wizard is used to send scheduled hours, pay, and billing information from Personnel Scheduling, to Payroll and Accounts Receivable for paying employees and billing customers.

In this course you will:

1. Explore how to run the wizard for both hourly schedules and other billing items.

Billing Review and Edit is where the billing information from Personnel Scheduling is held until ready to bill. Before processing invoices, it is a good idea to complete a thorough review of the hours and other billing items here for accuracy. It is not uncommon for hours or other billing items to have been missed or inflated, and this is an opportunity to make corrections before pulling onto invoices.

In this course you will:

1. Review the Billing Review and Edit screen information
2. Explore how to use the various functions and features within the Billing Review and Edit screen

You can leverage the Action Items communications solution across your suite of TEAM Products to capture, escalate, track and audit previously untraceable email/phone/text messages or in-person conversations, both in and from the field.

In this course you will:

1. Learn to set up Action Items including using default and custom templates for each Request type.

Learn how to access and set up Action Items for TeamTime. This webinar will discuss how to setup default or custom templates for each TeamTime notification type. These templates can then be assigned to TeamTime jobs.

In this course you will:

1. Learn to set up default and custom templates for Action Items for TeamTime

The Quality Assurance Area screen is used to setup Areas to be used within Checkpoints. Areas are used to categorize, group and report on Items.

In this course you will:

1. Explore Areas and how they are used

The Quality Assurance Item screen is used to setup Items to be used within Checkpoints. When a Checkpoint is completed, it is the item that receives a response and is scored.

In this course you will:

1. Review Items and how they are used

Response Systems are groups of answers for a Checkpoint Template that have a minimum and maximum score.

In this course you will:

1. Understand how to setup Response Systems

Checkpoint Templates are the basis for creating a Checkpoint. They incorporate Sections, Areas, Items, a Response System and weight.

In this course you will:

1. Discover how to create a Checkpoint Template

Use the Checkpoint screen to create a Checkpoint, complete an In Progress Checkpoint or view a completed Checkpoint.

In this course you will:

1. Experience creating and viewing Checkpoints

The Deficiency Review screen is used to view and take action on Deficiencies created on a Checkpoint. It is an excellent tool to see and filter for specific Deficiencies, take action by creating or assigning a work ticket or follow up by opening or closing a Deficiency.

In this course you will:

1. Understand the Deficiency Review screen
2. Learn how to handle Deficiencies
3. Associate Work Tickets to a Deficiency

Results of Checkpoints created in the Quality Assurance module can be viewed from both the Job Master File and Employee Master File. Additional setup options are also available form the Job Master File.

In this course you will:

1. View where checkpoint information is viewed in Master Files

The Checkpoint Review screen is used to view Checkpoint Results on selected criteria. It provides an overview as well as details related to overall performance by job, by Checkpoint Template and by individual Template.

In this course you will:

1. Study Checkpoint results
2. Compare and contrast Checkpoint data

The Checkpoint Templates Report is used to review the setup of Checkpoint Templates.

In this course you will:

1. Review checkpoint setup

The Checkpoint Report is used to print a blank Checkpoint, which can be completed on paper. You can also print any completed Checkpoint with the contents of that Checkpoint.

In this course you will:

1. Print a blank Checkpoint
2. Review completed Checkpoint contents

The Checkpoint Results Report contains information to review details about individual Checkpoints as well as aggregate information on a group of Checkpoints.

In this course you will:

1. Review Checkpoint results individually as well as summary