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Getting Started

The following provide instructions and guidelines for using the Employee portal. See:

Signing In

Once you have the URL and a login, use these instructions for signing into the Employee portal.

  1. Enter the URL for TeamWork that your organization provides you.
    ScheduleSource portal page displays. We recommend creating a bookmark for quick access.

  2. Select Employee.
    Sign In page displays.


    Note: Your administrator provides your Code and User name, as well as your initial password. We recommend changing the initial password to create your own when you first sign in. A strong password is 8 or more characters, containing both letters and numbers, and is not a variation of your User name.

  3. Enter your Code, User, and Password. Select the check box to Remember Me if you want the computer you are working on to remember your account code and user name.
    Note: If you select the check box to Remember Me, you must still enter your password in the future log-ins.

  4. Click Sign In. A Home Page displays.
    Note: Go to Settings > Preferences and select the window you want to display as your Home page. Select one of the following.

  5. To begin working, click on a top menu selection and the related window displays.

Each of the sections in the Employee portal displays a toolbar with further menu selections. Common functions are described in the following table.

Menu Selection

Description of Actions

Additional tabs

Additional tabs display next to the main section toolbar. For example, the following tabs displays when you select Availability.

Save button:

You must select the Save button after entering information. If you do not, your work is NOT SAVED.

* Indicates a Required Field:

Entry is required when the field is highlighted and preceded with an asterisk. For example: *Reason or *-Required Field

Print a window that is open

  • CTRL P opens your browser print window.

  • Use Preview or Browser commands to resize and format a page before printing.

Exit on the top menu and TeamWork
drop-down list

Select the Exit link to sign out of the Employee portal. We recommend that you use Exit to end your session. Do not just close the browser.

Using Different Browsers and Devices

You can use the Employee portal on a variety of internet accessible devices. Refer to the following table for a list of recommended browsers and links for downloading them.

Operating Systems

Browsers

Windows

Latest versions of the following: Microsoft Internet Explorer, Mozilla Firefox, Apple Safari, and Google Chrome

Mac

Latest versions of Apple Safari and Mozilla Firefox

iOS

Apple Safari (built in)
Note: A two-fingered swipe scrolls the scrollable regions in the regular site.

Android

Built-in browser

Important: Make sure your browser is enabled to support JavaScript and allow cookies from this site.

Using Filters

You can use filters to quickly locate information in your schedule and the SwapBoard. For example, you may want to show only a portion of your schedule that relates to one location or station or shifts that start and end at a certain time. Use letters in the alphabet or numbers to limit the amount of information that displays, i.e., the name of a station or a date or time.

Refer to the following example that shows how you:

  • Set a filter to hone in on something specific

  • Include or exclude another factor using And or Or

  • Select Filter to get the information you are looking for

  • Select Clear to display all information

Filter Type

Displays

First factor:
Show items with value that

Include or Exclude
Chose And...Or

Second factor

Example

Using the TeamWork Learning Center

To access the TeamWork Learning Center, go to http://www.optimal-internet.com/V3EmployeeTutorials/

Video-based tutorials are provided on a variety of standard features such as managing your password and entering employee Settings. Of special interest are Settings > Preferences and Collaboration > Notifications. Tutorials also provide guidance on optional features that include setting up Availability and using the SwapBoard.

Note: If you need help or have questions, please contact your system administrator. Each organization manages the Employee portal, and because of that, ScheduleSource is not able to be of assistance. Your organization controls all employee information, codes, passwords, and access privileges.