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Getting Started

Topics to help you get started include:

Signing In

Once you have the URL and a login, use these instructions to sign in to the Manager portal.

  1. Enter the URL for TeamWork that your organization provides you.
    Sign In page displays.
    Sign In

  2. Select Manager.

  3. Enter your Code, User, and Password and select Sign In.
    Home page displays.
    Important: We recommend changing your password. See My Settings.

Using Home

Use the Home page to view Schedule, Absent/On, Leave, and Collaboration data for today or the day you select.
Example:
Home

Using Filters

Use filters to search for details.

  • 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

Refer to the following for specific information.

Filter Type

Displays

First factor:
Show items with value that

First Condition

Include or Exclude
Chose And...Or

Operator

Second Factor

Second Condition

Example

Filter Example

Using My Settings

Use My Settings to add and edit personal information and reset your password. Session data also displays.

My Settings

My Settings

Note: You cannot edit your UserName. Your system administrator must do this.

To edit your settings:

  1. Edit your First Name and Last Name.

  2. Add or edit an Email address.
    Important: An accurate email address ensures you receive system messages and notifications.

  3. Add a Phone number.
    Important: An accurate phone number ensures you receive TeamWork calls and notifications.

Resetting Your Password

Reset Password

To reset your password:

  1. Enter your Current Password.

  2. Enter your New Password and Repeat your New Password.
    Important: Follow the requirements provided.

  3. Select Submit.

Using the Menu Button

Many TeamWork pages include a Menu button. Use it to quickly filter a list and locate the information you are looking for.

Example:

Expands

Using Help

TeamWork provides a number of ways to receive help and support.

  • Visit the Helpdesk to review the knowledge base and guides.

  • Enter a Support Ticket. Log in to add a new ticket, update a current ticket, or check ticket status.