Organization

The Organization page allows you to set organization-wide features in TeamWork.

To configure the Organization page:

1. Select Organization from the main menu.

2. Select the Enterprise tab if it is not selected.

3. Make the desired selections and select Save.

4. Review the description and configuration settings in the following table.

System Section

The System Section allows you to review the system features that are enabled in your TeamWork account. These settings are read-only and available for reference. To add additional features to your account, open a new support ticket.

Example:

Enterprise Section

Field	Description	Settings
First Day of Week	Designates the start day of schedules	The first day of the schedule for locations. This is enforced if locations cannot change the First Day in the Location Days/Hours Settings.
Leave Management	Pertains to how time off is handled	Ad-Hoc -Uses Leave section for Leave requests and the ability to grant, deny, or cancel leave. Managed – Uses Bidding section to set up and manage vacation bids.
Employee Plans	Currently not used	No - Yes -
Employee Plan Availability	Currently not used	No - Yes -
Forecast Management	Pertains to types of forecast available. Used only if the Forecasts module is activate.	Advanced - Data Feeds, Time Series, and Headcount Plans are available. Simple - Only the Data Feeds feature is available
Public Pages for Locations	Generates a URL link to view published schedules and a link to iCal formatted data	No - Locations do not get the ability to the URL link. Yes allows the URL link and you choose employee name type to be shown. Yes - Nickname (If none then First Name) Yes - Full Name Yes - First Name and First Letter of Last Name Yes - First Name
Public Pages for Employees	Generates a URL link to view their own published schedules	Yes - Employees see a new tab in the Profile section to create a URL and a Link to iCal formatted data.
Employees Clockings	Pertains to where Employees are allowed to Clock on. Used only if the Time  module is used.	All Deployed - Allows Employees to Clock on to all individual locations to which they are assigned. Only default - Allows Employees to Clock on to only their primary default location.
Employees Time Approval	Pertains to whether or not Employees are required to approve their timesheet, both time clock and time card entries.	No - Employee does not approve their timesheet. Yes - Employee does approve the timesheet, both time clock and time card entries.
Enforce Time Error Review	Pertains to whether or not Time Errors must be reviewed and whether or not errors must be fixed. Used only if the Time module is used.	Yes - Requires location to review and fix all time entries with ERROR status (correct time entry or void) before the pay period can be approved. No - No required review by location manager.
Automatic Time Sheet Creation	Pertains to the Pay Period. Used only if the Time module is used.	Yes - Enables hourly auto run where timesheets are automatically updated per rules; including creating timesheet for new employees. We recommend that you leave this setting as Yes, otherwise you must manually create timesheets for each new employee you enter in the system. No - Timesheets for new employees are not created automatically. To create a timesheet manually, go to Time > Configuration > Pay Periods and click on the buttons: Update Names and Add Timesheets.
Kiosk Badge Field	Pertains to the Time Kiosk. Used only if the Time module is used.	Choose the field that the Kiosk window reads to clock employees on and off. Available fields are External Id, Username/Id, Badge ID, Bio ID, and IVR Pin.
Directed Swap	Pertains to Swapboard functionality	Enabled - Turns on directed swaps at all locations. Allows employees to direct a swap to one employee of their choice. Off - Posted swap shifts are available to all employees and can’t be ‘directed’ to one employee.
Show Open Shifts on Swapboard	Pertains to posted shifts on the Swapboard.	Yes - All empty shifts in a published schedule are automatically posted on the swapboard No - Only shifts posted by employees for swapping are posted on the swapboard.
Limit Availability	Pertains only to Enterprise Scheduling Only applicable if Enterprise Scheduling is active.	Off - Employees are eligible to pick up Enterprise Swap Board shifts for any hours. Business Hours - Employee ability to pick up shifts from the enterprise Swapboard is limited to business hours entered in the Location Days/Hours Settings.
Enterprise Skills	Employee assignment to stations by location	Off - The location can assign employees to any station they have. The Stations section includes the Tools menu so that skills can be updated in the Location portal using Mass Update Skills. Enabled - A location skill can only be assigned if the employee has been given a master skill at that station by the enterprise.
Enterprise Shift Note	Allows the organization to display or not display shift notes on the shifts in the Employee portal.	Off - shift notes do not display in Employee portal Shift Note - (default) shift notes display in schedule and swapboard shifts in the Employee portal Task - notes display on tasks in the Employee portal Activity - notes display on activities in the Employee portal
Custom Time Format	Pertains to using a time format. Used only if the Time module is used.	Text box - enter time format If left blank, data displays in U.S. format: am or pm

Example:

Policies Section

The Policies page allows you to set features related to the management of time, overtime, breaks, shift differentials, holiday pay, attendance, and the deployment of projects, tasks, and activities.

To configure the Policies page:

1. Select Organization from the main menu.

2. Select the Policies tab.

3. Make the desired selections and select Save.

4. Review the description and configuration settings in the following table.

Field	Description	Settings
Policies	Allows you to set up policies with management components.	On - Policy management is enabled. Off - Policy management is not enabled.
Overtime	Allows you to set up and enforce overtime rules for groups of employees.	On - Setting overtime rules is enabled. Off - Setting overtime rules is not enabled.
Generate Rest Breaks	Allows you to set up and enforce rest breaks according to government regulations of labor agreements.	On - Setting rest breaks is enabled. Off - Setting rest breaks is not enabled.
Shift Differentials	Allows you to set up and enforce shift differential payment.	On - Setting shift differential payment is enabled. Off - Setting shift differential payment is not enabled.
Attendance	Allows you to set up a system for tracking attendance and accessing violations for tardiness.	On - Attendance tracking is enabled. Off - Attendance tracking  is not enabled.

Example:

Passwords

The Passwords page allows you to set password management criteria.

To configure the Passwords page:

1. Select Organization from the main menu.

2. Select the Passwords tab.

3. To set password management criteria, select Enabled from the drop-down list.

4. Enter the number of days a password should Expire after.

5. Select whether to Disallow Repeats: Off or Enabled

6. Select whether or not Complexity is Off or Enabled. If enabled, refer to the following guidelines:

   • At least eight (8) characters long
   • Contains both letters and numbers
   • Not a variation of the user name

7. Select Save.

Example: