SYS: Defaults and Tier Parameters

Use the Tiers area to enter descriptions for each Tier Level. The system displays this description on various report options screens that include a Tier Parameters section.

You can set up Parent/Child relationships between Tier Levels by selecting a Parent Tier Level from the Parent drop down. For more information, see Tier Hierarchy Relationships.

Tiers 1 - 6 are required entries.

For more information, see Using Tier Parameters.

Use the Default Time Zone to select the time zone to use when the TeamTime machine and a Job site are in different zones.

Select this check box to indicate a database as being a test database. Any screen that has been moved over to WinTeam 5.0 will have an "orange" background instead of our standard "blue" background. This will make it obvious which database you are in. This information is saved immediately to the Team License file.

Normally, you will leave this check box cleared. It is used primarily by larger companies who have a database that they uses for test purposes.

The Connection Timeout is used to assist with possible connection timeouts when running queries. The default value is 300 (seconds). You may increase this amount if you are experiencing timeouts when running lengthy queries.

Important:  You must add the logo on the Company Defaults screen before it can be printed on any reports or invoices.

Select this check box to automatically select the Include Logo on Report check box on all the individual report options screens by default. When this check box is selected, the logo prints on all reports and invoices.

Clear this check box to automatically clear the Include Logo on Report check box on all the individual report options screens by default. When this check box is cleared, the logo does not print on any reports or invoices.

Tip:  You can always select or clear the check box on an individual report screen regardless of this default setting that affects all the reports.

Use the Home Page Path to specify a path for the html file to replace the 'body' of the WinTeam Home Page.

Team ships a ‘default’ screen (this is located on each user’s machine). You may put special “Notes for the Day”, or “Instructions for the Day”, then create an html page (using Word – save as HTML, or a similar tool), save it to a common shared directory (such as the T drive), and then define the path in the Home Page Path field.

Click to update the Zip Codes/Postal Codes data. An Internet connection is made to TEAM's server to gather the new data.

Select to have this option selected by default on report options screens.

When this check box is selected it displays the Payroll Tax address on the Job Master File, General tab. This allows the address to be validated for payroll tax automation. See Job and Employee Master File Address Validation for additional information. Once the updated payroll tax automation is turned on this check box cannot be cleared.

When this check box is selected, it allows for the Physical address on the Employee Master File, General tab to be validated for payroll tax automation. See Job and Employee Master File Address Validation for additional information. Once the updated payroll tax automation is turned on this check box cannot be cleared.

Select to have WinTeam automatically capitalize the first word of entries in data fields. When unselected, the fields will maintain casing as it is entered.

Note:  When selected, to keep the case as entered, use F11 rather than the Tab key.

Client Server customers need to enter the TeamTime Server and Database name in order to gather data from the TeamTime database server.

This is not applicable for ASP Customers, TEAM makes these changes for you, and the related fields on this screen are disabled (to prevent accidental change).

ID

Displays the Client ID stored in TeamTime.

For client server customers this is typically assigned the value of 1.

ASP Customers - This will match the Client ID, assigned by Team, in our Client Tracking system.

Server

Select the appropriate TeamTime Server.

This list populates with all servers that are connected to your machine.

Database

Select a TeamTime Database from the list.

If the TeamTime Server and Database are not specified, then the following menu items are disabled in the Post Watch screen: Clock In / Out, View TeamTime Actuals, and TeamTime Exception Review.

Report Server

Select the Report Server.

This list populates with all servers that are connected to your machine.

Report Database

Select the report database name. Only the databases applicable to the server display in the list.

Displays the name of the database you are currently working on. When you enter a Display Name the system checks the Team License file to ensure the Display Name does not already exist. You cannot have duplicate Display Names for multiple databases.

The default DB Display Name is based on the database name that was originally given when the database was first set up. You may modify the database name here. Whatever name exists in this field is the same you will see when you are logged into WinTeam. The actual database remains as originally named. This is just changing the Display Name, not the actual database name.

Only Allow Users to be Assigned Roles

Select this check box to allow only Security Groups set up as Roles to be used in the system.

Leave this check box cleared if you want the ability to assign Users to regular Security Groups and Security Groups defined as Roles.

If this check box is selected, the User Setup screen will list only those custom groups that are indicated as "Roles" (Group is considers a Role check box is selected).

For more information see Using Security Roles.

Lock all users out of WinTeam

Select this check box to lock all Users (with the exception of those Users who have SYS ALL rights) out of WinTeam.

Note:   User must have SYS ALL security in order to select this option.

Allow Windows Authentication

Windows Authentication allows users to login to WinTeam using their WinTeam login information, Windows login information, or a combination of both. This check box is not selected by default.

Select the Allow Windows Authentication check box to select the method of authentication to use when logging in to WinTeam.

WinTeam does not attempt to validate the WinTeam password when using Windows authentication.

If this check box is selected, the Login Settings page will display an Authentication Method column.

Require Windows User to exist in WinTeam on login

This check box is not selected by default.

Require explanation when Windows User does not match WinTeam User on login

This check box is not selected by default.

Enable Audit Logging

Select this check box to enable the auditing and logging feature.

Use the Support Web fields to store your company Login and Password for access to TEAM's Updates Web site.

The Login and Password were issued with the WinTeam program. If you are unable to access using the Login and Password, contact TEAM Client Services by phone at 800-500-4499 or by email at supportstaff@teamsoftware.com.

The Lighthouse Integration check box only displays when you have added the SYS | Lighthouseintegration | True custom setting. When this check box is selected it displays Lighthouse Application fields on the Employee Master File and Job Master File. Use this link for details on this integration.

See: External Sales Tax Implementation Guide

A Company may maintain specific procedures and processes in their own Help file.

The company.chm file should be stored on a local drive in the same folder as your WinTeamHost.exe file.

Once a valid path is listed in the My Company Link field, the F1 Company Help check box displays

These settings control how DocLink documents are imported to WinTeam and are entered by a TEAM engineer when DocLink is initially set up.

Do not change these settings. Modifying the settings in System Defaults will result in the inability to import documents to WinTeam.

Code URL - Your FileBound domain.

Admin User - The DocLink administrator's user name.

Admin Password - The DocLink administrator's password.

Select the Use Memory Caching check box to cache the information that loads in the drop down lists, and the pay and bill calculator values in the PS Schedules window. This also caches the information that loads in the drop down lists in the Employee Master File and Job Master File windows. When this information is cached, it reduces the time it takes for these windows to reload during a session.

In the Cache Duration In Minutes field, enter the number of minutes for the system to hold the cache values. After that time passes and the data is re-used, the system automatically re-pulls and caches the values and resets the timeout. For optimal performance, we recommend setting the cache to 10 minutes.

Note:  If you manually refresh these windows, all of the information will completely reload and the system will re-cache and re-start the duration timer.