TEAM Software Inc
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About the company
TEAM Software's Professional Service department offers, training, consulting, database clean up, and assistance when implementing new modules/processes/features.Our team
Samantha Richardson
Patrick Kielion
Shanna Siford
Ron Smith
Ruth Bertone
Jordan Craig
Yasser Deliou
Tracy Marsh
Erin Bergevin-Mulek
Abby Barger
Adam Wacker
WinTeam Expert
Coordinator
Sharon Walker
RouteMaster Expert
Top services
WinTeam - eHub ESS
60 min
This session covers eHub Employee Self-Service (ESS) functionality. eHub ESS allows supervisor users to manage jobs and employees from the field, and employee users to access job details, and personal information, such as paychecks and tax documents.
WinTeam - eHub CSS
60 min
This session covers eHub Customer Self Service (CSS) functionality. eHub CSS is a web-based portal that allows customers to review invoices and attachments in a centralized location, review schedules to see who will be covering posts for each locatio
WinTeam - TeamTime Full Session
120 min
This session covers TeamTime Defaults, Job Attributes, Absenteeism Schedules, Employee Master File settings, Action Items, Messages, Languages, Data View, Exception Review and Reports.**Client will be billed for the entirety of the scheduled training
WinTeam - Doclink
60 min
This session covers the WinTeam/FileBound integration known as Doclink. This is an online document repository solution used to store electronic documents of all types in a paperless fashion. During this session we cover the functionality of sca
Lighthouse - Locations
60 min
This session follows a set agenda covering the foundational aspects of creating Locations in Lighthouse, including creating Locations with GP boundaries, Service hours, Signals/Zones, and Scheduled Work. This session is for new users or those needing
Hire by WorkWave - Applicant Tracking
60 min
This session covers the foundational aspects of job and candidate management in Hire. The training follows a set agenda focusing on core concepts and processes. This session is not designed to include client-specific situations or troubleshooting.**C
Hire by WorkWave - Onboarding
60 min
This session follows a set agenda, reviewing the approval process within Hire's Onboarding platform. This session for new users or those needing a refresher on the approval onboarding process, and does not include client-specific situations or t
Hire by WorkWave - E-Verify
30 min
This session follows a set agenda, reviewing the E-Verify integration within Onboarding. Note: We cannot send test cases to E-Verify, but mock-up shots are available to showcase the process. This session is for new users or those needing a refresher
Hire by WorkWave - WOTC
30 min
This session is a review of the WOTC integration offered through Hire's Onboarding portal. We will review what the new hire sees as a part of the Onboarding process, review the payroll upload requirements, and do a general overview of the reports ava
Hire by WorkWave - Insights (Analytics)
30 min
This session is an introduction to Hire's robust Analytics portal. The session follows a set agenda, including a general overview of the layout of Analytics, highlighting key reports, and demonstrating how best to leverage filters. This session is fo
Hire by WorkWave - EHX Form Mapping Training
60 min
Prerequisite: Acrobat Pro DC in Adobe, not provided by WorkWaveIn this session you will learn the basic setup of how to update, replace, or map new onboarding documents, as well as walking through mapping standard fields, such as signatures, new hire
Lighthouse - Forms
90 min
This session covers the foundational aspects of forms in Lighthouse. The training session follows a set agenda focusing on creating forms (tasks, issues, audits) and how they are used in Lighthouse web and mobile. This session is for new users or tho
Lighthouse - User Management
60 min
This session covers adding or inviting Users, Roles and Permissions, and Profile settings.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs,
WT: BI Basics
60 min
This session is an introduction to Business Intelligence (BI). We cover site navigation, as well as review the default reports available and how to run those reports. **This session does not include custom built reports. For more information on
WT: BI Advanced & Report Work
60 min
This session covers advanced report writing in Business Intelligence. Learn how to create custom reports by working with TEAM's BI expert. Please use the notes field to enter information about the custom reports or type of information you would
WinTeam - Post Watch
60 min
This session covers TT Defaults and TT Job Attributes as related to Post Watch, as well as PS Defaults, the Post Watch screen, and Reports.**Client will be billed for the entirety of the scheduled training session at the current training rate.
WinTeam - Separate Bill and Pay Full Session
60 min
The Personnel Scheduling Separate Pay and Bill feature allows you to pay your employees for every minute worked based on time punches yet keep your billing clean by continuing to round to the quarter hour (or whatever your contract with your customer
WinTeam - Enhanced Reconciliation Full Session
60 min
Enhanced Reconciliation allows you to bill your customer and pay your employees from Personnel Schedules using information from TeamTime timekeeping data, rather than the hours originally scheduled. This session is for clients who are currently
WinTeam - Personnel Scheduling Reports
60 min
This session reviews reports available in the Personnel Scheduling module.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting suppo
WinTeam - Personnel Scheduling Full Session
120 min
This session reviews full Personnel Scheduling functionality including, Bill Code Categories, Bill Codes by Job, Shift Setup, Post Setup, Schedules, Rollover, Experience, PS Wizard, Billing Review and Edit, Defaults, Purge Schedules, Validate Schedul
WinTeam - Meal and Rest Breaks
60 min
This session covers how to set up Meal and Rest Break settings in WinTeam, including how to create your global settings and how to create custom settings by job site.**Client will be billed for the entirety of the scheduled training session at the cu
WinTeam - TeamTime Reports
30 min
This session covers TeamTime Reports, including, the Call Review, Job/Employee list, Paging Review, and TeamTime Hours Review.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time
WinTeam - Vendor Master File
30 min
This session reviews how to create new, and modify existing Vendors in WinTeam.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting
WinTeam - AP Invoice Processing
60 min
This session reviews Recurring Invoices, Update Recurring to File functionality, Invoice Entry, and the Update to GL process.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time
WinTeam - Payroll Garnishments
60 min
This session covers how to pay garnishments from Payroll through the Accounts Payable module. Review the Payroll module, including Other Deduction Codes, and Employee Master File. Next, review the Accounts Payable module, including Update to Invoice
WinTeam - AP Payments
30 min
This session covers how to pay invoices through the Payment Processing wizard, and Payment screens, as well as how to create one-off payments without an invoice.**Client will be billed for the entirety of the scheduled training session at the current
WinTeam - Credit Vendor Reconciliation
60 min
This session reviews Credit Vendor set up in the Vendor Master file, as well as how to complete a Credit Card Reconciliation in WinTeam.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any addit
WinTeam - AP Reports
60 min
This session reviews all reports in the Accounts Payable module.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases,
WinTeam - Accounts Payable Full Session
120 min
This session covers a full review of the Accounts Payable module and its functions. This includes the Vendor Master file, Recurring Invoices, Update to Invoice Entry, Invoice Entry, Payment Processing wizard, Payments, Print Checks, Update to GL, and
WinTeam - Action Items
60 min
This session covers Action Item Defaults, Template Management, Action Item Setup and functionality, Action Item Review, and Templates by Job.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any
WinTeam - Labor Budgets
60 min
This session covers how to create labor budgets in the Job Master File.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support
WinTeam - Customer Master File
30 min
This session covers how to set up new customers and modify existing customer information.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, s
WinTeam - Invoice Processing from Personnel Scheduling (SC)
60 min
This session covers how to create invoices from schedules in the Personnel Scheduling module. Review concepts in the Personnel Scheduling module, including the Personnel Scheduling Wizard, as well as Billing Review and Edit. Then review concepts in A
WinTeam - Invoice Processing from Recurring Invoices (BSC)
60 min
This session covers Recurring Invoices, Update Recurring to File, Invoice Entry, Invoice Processing, and Update to GL.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent t
WinTeam - AR Payments
30 min
This session covers the Payment Wizard and payment screens.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or pr
WinTeam - Collections
60 min
This session reviews the Collection screens and process, as well as Invoice Review.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitt
WinTeam - AR Reports
60 min
This session reviews all reports in the Account Receivable module.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases
WinTeam - Accounts Receivable Full Session
120 min
This session covers the Customer Master File, Recurring Invoices, Updating Recurring or Schedules to Invoice Entry, Invoice Entry, Invoice Processing, Payments, Updating to the General Ledger and Reporting.**Client will be billed for the entirety of
WinTeam - Initial Bank Reconciliation
60 min
This session covers the steps for reconciling your bank account in WinTeam for the first time.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching nee
WinTeam - Ongoing Bank Reconciliation
60 min
This session reviews steps for ongoing reconciliation of your bank account after the initial reconciliation is completed.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spen
WinTeam - GL Budgets
60 min
This session covers creating GL Budgets in the Budgets screen.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or
WinTeam - Macro Budgets
60 min
This session covers creating macro budgets in WinTeam.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or providi
WinTeam - Budget Reports
30 min
This session reviews reporting options in the General Ledger and Job Costing modules.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submi
WinTeam - Budgets Full Session
120 min
This session covers how to create Labor Budgets in the Job Master File, and how to create GL Budgets. We also cover creating macro budgets and review reporting options in the General Ledger and Job Costing modules.**Client will be billed for the enti
WinTeam - Compliance Tracker
60 min
This session covers setting up compliance codes, assigning them to jobs, employees, and posts, managing compliance data in the compliance by employee screen, and managing license data. We will review reports related to Compliance Tracker as well.**Cl
WinTeam - Compliance Alert Engine
30 min
This session covers the email engine alert settings and functionality.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support c
WinTeam - Compliance Tracker & Alert Engine Full Session
120 min
This session covers all Compliance Tracker setup, the compliance by employee screen, managing license data, reports, and the email alert engine.**Client will be billed for the entirety of the scheduled training session at the current training rate. A
WinTeam - Equipment Tracker
60 min
This session covers the Item Master File and Equipment tracker functionality including issuing, tracking, returning equipment, Other Compensations and Deductions, as well as the Employee Master File regarding the equipment tracker functionality.**Cli
WinTeam - Equipment Tracker Reports
30 min
This session covers the reports available for the Equipment Tracker process.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting sup
WinTeam - Formatting Financials
60 min
This session covers Formatting Financial Statements such as the Balance Sheet and Income Statement, Cash flow Statement, and Reports.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any addition
WinTeam - Formatting Financials Reports
30 min
This session covers reports regarding formatting financials.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or p
WinTeam - The Employee Lifecycle Across TEAM Platforms - NEW!
90 min
This session will cover important steps on how to manage your employee records throughout their employment with your company. We will also discuss different modules, products and/or features that you can utilize to make processes more efficient. Some
WinTeam - Employee Master File
60 min
This session covers creating, and managing Employee Master File information in WinTeam.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, sub
WinTeam - Hourly Benefit Setup
120 min
This session covers Benefit Setup, Benefit Categories, and the Benefits by Employee screen.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs,
WinTeam - Hourly Benefit Processing
120 min
This session covers running the Benefit Wizard, Benefits by Employee, Reports, and Cash outs.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching need
WinTeam - Hourly Benefit Full Session
120 min
This session covers Benefit Setup, Benefit Categories, Benefits by Employee, running the Benefit Wizard, Reports, and Cash outs.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional ti
WinTeam - Hourly Benefit Reports
30 min
This session covers reports available for hourly benefits.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or pro
WinTeam - Insurance Benefits Initial Setup Part 1
120 min
This session covers Benefit Setup, Benefit Offering, Eligibility Setup, Pricing Structures, Pricing Matrix, Benefit Class, Benefit Templates, Package Assignment, Benefits by Job, and Defaults for the Insurance module. This may take multiple sessions
WinTeam - Insurance Benefits Deduction Sync
30 min
This session covers how to use the deduction sync feature, end of benefit year removal of old deductions (using Pay Comp/Deduct Review) and syncing the new benefit year's deductions. Please use the notes field to specify you question or scenario
WinTeam - Insurance Benefits Initial Setup Part 2
120 min
This session covers Package Validation, Benefits by Employee, Benefits Review, Eligibility Testing Wizard, Deduction Sync, Automation Engine, and Automation Review.**Client will be billed for the entirety of the scheduled training session at the curr
WinTeam - Insurance Benefits Online Enrollment Setup
60 min
This session covers Defaults, Benefit Setup as they relate to Online enrollment, as well as eHub Security Groups and Online Enrollment functionality.**Client will be billed for the entirety of the scheduled training session at the current training ra
WinTeam - ACA Health Check
30 min
This session will review the Insurance Benefits module to ensure all ongoing maintenance has been completed for the year and that you are ready for the 1095-C mail service and/or the 1094-C e-filing service provided by TEAM Software. This session is
WinTeam - Insurance Benefits 1095C & 1094C
60 min
This session covers 1095-C tools available in WinTeam.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or providi
WinTeam - Insurance Benefits Upkeep
60 min
This session covers the best practices for your ongoing daily/pay period maintenance utilizing Package Validation, Initial Wizard, and Termination Engine.**Client will be billed for the entirety of the scheduled training session at the current traini
WinTeam - Insurance Benefits Reporting
60 min
This session covers Insurance Benefits on-screen and traditional reports, not including 1095-C, Pricing Matrix, Benefits Review, Automation Review, Benefit Insurance Report, and Healthcare Costs Report.**Client will be billed for the entirety of the
WinTeam - Item Master File
60 min
This session covers the setup of the Inventory module and the Item Master File, including Item Activity History, Items on Hand, and Item Groups.**Client will be billed for the entirety of the scheduled training session at the current training rate. A
WinTeam - Inventory Processing
120 min
This session covers Purchase Orders, Received, Requests, Sold/Usage, Drop Shipments, Transfers, Physical Count, Adjustments, Update to GL and eHub Inventory Requests.**Client will be billed for the entirety of the scheduled training session at the cu
WinTeam - Inventory Full Session
120 min
This session covers the Item Master File, Purchase Orders, Received, Requests, Sold/Usage, Drop Shipments, Transfers, Physical Count, Adjustments, Update to GL, Reports, and eHub.**Client will be billed for the entirety of the scheduled training sess
WinTeam - Inventory Reports
30 min
This session covers Inventory Reports.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or providing follow up com
WinTeam - Job Master File
60 min
This session covers creating and managing the Job Master File information.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting suppo
WinTeam - Job Cost Reporting Full Session
60 min
This session covers how to update Job Costing defaults, how to create and modify Job Cost Report Templates, how to run and understand the On Screen Job Cost Analysis and the Job Costing Analysis report.**Client will be billed for the entirety of the
WinTeam - Payroll Taxes (Not PTA)
60 min
**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or providing follow up communications will be billed following t
WinTeam - Comps/Deducts
60 min
This session covers creating and managing Other Compensation and Other Deductions, as well as the Pay Comp/Deduct Creator and Review tools.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any ad
WinTeam - Timekeeping
60 min
This session covers WinTeam Timekeeping, including entering or editing time, exceptions, Recap by Employee, Recap by Hours Description, and the Timekeeping report. We will also discuss functionality of hours types, and hours categories in the system,
WinTeam - Payroll Processing
120 min
This session covers the Check Processing Wizard, Printing Payroll Checks, and the Update to GL process.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, resear
WinTeam - Payroll Reports
60 min
This session covers all Payroll Reports.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or providing follow up c
WinTeam - Personnel Scheduling Setup
120 min
This session reviews pieces of Personnel Scheduling setup such as Bill Code Categories, Bill Codes by Job, Shift Setup, and Post Setup.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additi
WinTeam - Personnel Scheduling Schedules
120 min
This session reviews the Working and Master Schedules, Rollover functionality, Experience, Purge Schedules, and Validate Schedules.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional
WinTeam - Personnel Scheduling Wizard
60 min
This session reviews the PS Wizard, as well as Billing Review and Edit functionality.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submi
WinTeam - Quality Assurance Setup
60 min
This session reviews Areas, Items, Response Systems, and Checkpoint Templates.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting s
WinTeam - Quality Assurance Processing
60 min
This session reviews Checkpoints (in WinTeam and eHub), as well as Deficiency Review, Checkpoint Review, Schedule Exceptions, and Reports.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any add
WinTeam - Quality Assurance Full Session
120 min
This session reviews all Quality Assurance functionality including: Areas, Items, Response Systems, Checkpoint Templates, Checkpoints, and Reporting.**Client will be billed for the entirety of the scheduled training session at the current training ra
WinTeam - Quality Assurance Reports
30 min
This session covers all the Quality Assurance Reports.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or providi
WinTeam - TeamBid Full Session
120 min
This session reviews TeamBid setting and functionality including, Defaults, Task Codes, Prospect Master File, Work Loading and Bidding, Position Descriptions and Reports.**Client will be billed for the entirety of the scheduled training session at th
WinTeam - TeamBid Reports
30 min
This session reviews all reports available in the TeamBid module.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases,
WT: TeamBid - General Consulting
60 min
This session is available to book time with a Consultant in regard to the TeamBid module in WinTeam. Please use the notes to specify the topics of your questions.**Client will be billed for the entirety of the scheduled consulting session at the
WinTeam - User Security Configuration and Reports
60 min
This session covers the full User Security module in WinTeam, including the configuration and use of User Security, Security Groups, Current Users, User History, and Reports.**Client will be billed for the entirety of the scheduled training session a
WinTeam - Work Scheduling Setup
60 min
This session reviews Work Scheduling setup, including Defaults, Task Codes, and Schedules.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs,
WinTeam - Work Scheduling Processing
60 min
This session covers Work Scheduling processing functionality, including, Ticket Details, Calendar, Billable Ticket Review, Reports, and eHub functionality.**Client will be billed for the entirety of the scheduled training session at the current train
WinTeam - Work Scheduling Full Session
120 min
This session covers the full Work Scheduling module and functionality, including, Defaults, Task Codes, Schedules, Ticket Details, Calendar, Billable Ticket Review, Reports and eHub functions.**Client will be billed for the entirety of the scheduled
WinTeam - Work Scheduling Reports
30 min
This session covers all the Work Scheduling Reports.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or providing
WinTeam - Fixed Assets Reports
30 min
This session covers all the reports available in the Fixed Assets module in WinTeam, including Assets Acquired and Disposed, Depreciation Detail, Diary, Equipment Inventory, Fixed Assets Master, Personal Property Tax Report, Repair/Maintenance, and t
WinTeam - General Ledger Full Session
60 min
This session covers functionality available in the General Ledger module, including, Chart of Accounts, Trial Balance, Recurring Journal Entries, Update to Recurring Journal Entries, Adjusting Journal Entries, Update to GL, Journal Update Log, Year E
WinTeam - General Ledger Reports
30 min
This session reviews all the GL Reports available in WinTeam.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or
WinTeam - Asset Master File
30 min
This session covers how to create and manage Asset Master Files in WinTeam.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting supp
WinTeam - Query Scheduler
30 min
This session covers the basic setup of Query Scheduler, as well as various options available in Query Scheduler for receiving or sending results. To use this feature, please contact your Account Manager to ensure you have been licensed for it. This t
WinTeam - eHub Mobile
30 min
This session covers eHub mobile functionality for eHub Supervisors and Users.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting su
WinTeam - Pre-Billing
60 min
This session covers set up of Pre-Billing in WinTeam, including review of the Item Master FIle, PS Bill Code Categories, PS Bill Codes by Job, PS Wizard, Billing Review and Edit, Update Schedules to AR Invoices, and AR Invoice Entry.**Client will be
WinTeam - Emailing Invoices to Customers
60 min
This session covers how to email AR Invoices to clients, and setting up contacts and recipient groups.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researc
WinTeam - Work Ticket Profitability
30 min
This session is for clients who have already implemented Work Scheduling processes. We will review how to create budgets at the ticket level and compare to actuals as well as discuss how this feeds to the Work Ticket Profitability Report and Job Cost
WinTeam - Payroll Full Session
120 min
This session covers Payroll Taxes, Tax Mapping, Address Validation, Compensations, Deductions, Garnishments, Timekeeping, Payroll Check Processing Wizard, Print Checks, Update to GL, and Reports.**Client will be billed for the entirety of the schedul
WinTeam - Tax Allocation
60 min
This session reviews the tax allocation process in WinTeam, including Payroll Defaults, Job Master File, Chart of Accounts, Company Setup, Payroll Taxes, Compensations & Deductions, Payroll Processing, Job Cost Templates, and Formatting Financial
WinTeam - Fixed Assets Full Session
60 min
This session covers Fixed Asset functionality in WinTeam, including, Defaults, Asset Categories, Asset Master File, Update to GL, and Reports.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any
WinTeam - Compliance Tracker Reports
30 min
This session covers all the Compliance Tracker Reports in WinTeam.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases
WinTeam - Multi-Company
60 min
This session covers the multi-company settings and functionality designed to allow company resources to be easily shared with another company.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any
Lighthouse - Mobile Demo
30 min
This session reviews Lighthouse mobile functionality.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or providin
Lighthouse - Full Session
120 min
This session covers all Lighthouse web and mobile functionality.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases,
Lighthouse - Reports
30 min
This session covers all the reports available in Lighthouse.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training, researching needs, submitting support cases, or p
WinTeam - Purchase Orders in AP
30 min
This session reviews creating PO's (Purchase Orders), and paying PO's in Accounts Payable, and the PO Report.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent training,
WinTeam - Purchase Orders in AP and Inventory
30 min
This session reviews creating PO's (Purchase Orders), pulling Items into Received through the Inventory module, Creating Back Orders, paying PO's in Accounts Payable, and the PO Report.**Client will be billed for the entirety of the scheduled trainin
WinTeam - eHub Administration
120 min
This session reviews eHub Roles, permissions, workflow setup and processes, uploading and displaying content, uploading the company logo, as well as various administrative settings/options.**Client will be billed for the entirety of the scheduled tra
Hire by WorkWave - Administration Services Consultation
30 min
In this session you will speak with a Hire by WW Specialist to discuss any changes needed for your existing onboarding platform, (i.e. removing/adding locations, custom forms, integrated products, clean up, etc.). Our Hire by WW Specialist
WinTeam - User Security Preventing Fraud in The Workplace
90 min
Session OverviewLearn how to optimize your User Security and create roles to prevent fraud from happening within your organization. Fraud is not just time theft of ghost employees or buddy punching. Fraud may occur when employees can create che
WinTeam - Fraud Prevention Audit of Customer's Database
120 min
Session Overview:Work with a WinTeam Consultant as they go through key modules, screens and reports to identify areas that pose a security risk (security roles and separation of duties) or fraud that has already taken place . Focus areas:1. User Secu
COMING SOON - WinTeam Operations (Janitorial) - Auditing Operations Data for Senior Leaders
90 min
Coming Soon! Check back for more information.**Client will be billed for the entirety of the scheduled training session at the current consulting rate. Any additional time spent consulting, researching needs, submitting support cases, or providing fo
WinTeam Operations (Security) - Auditing Operations Data for Senior Leaders
90 min
“What’s in it for me?”:Improved accuracy and efficiency of time collectionReduce “time punching fraud”Improve accessibility and communications for supervisors in WinTeamReduce payroll and billing discrepanciesReduce time spent on scheduling related a
WinTeam - Online Payments Initial Setup and Training
90 min
This session covers the setup and implementation of the online payments program. It will include Company Setup, Customer activation, how to navigate the Online Payment Portal and Payment management via the AR Module. This session should be sche
WinTeam - eHub Request Time Off
60 min
During this session we will complete the system configuration for the request time off feature in eHub. We will review the process of an employee requesting time off, a supervisor approving/denying the time off request, and watch how the data flows b
WinTeam - Hourly Benefit Refresher Training
60 min
This 1 hour session is intended to accommodate any training needs specific to the client that do not require a 2 hour time slot. Please be specific about your training needs during the registration process.**Client will be billed for the entire
WinTeam - ADP Quarter Close
60 min
During this session you will learn how to prepare for quarter close. Learn how to pull the Quarter End Notes and review outstanding jurisdictions on Tax Filings. We will then cover best practices outlined in the Quarter-End Processin
WinTeam - ADP Quarter Close Q&A
30 min
This session is available to help with questions regarding quarter close. Please use the notes field to specify your question or situation you are needing assistance with.***This training is complimentary for clients who use ADP SmartCompliance throu
WinTeam - ADP New Company Setup Review
90 min
During this session you will review the setup of a new company code in both SmartCompliance and WinTeam with an expert from our Tax Team. They will walk you through the settings to confirm that the new company code is set up to your specificatio
WinTeam - ADP SmartCompliance Health Check
60 min
Perform a check up on your SmartCompliance system with someone from our Tax Team. Review key settings, including: Company Profile, notifications that require your attention, admin access and security***This training is only complimentary on
WinTeam - ADP SmartCompliance Refresher
60 min
Review the basic functionality of SmartCompliance with someone from our Tax Team, including: basic navigation, reviewing tax details, reporting and admin features. Geared towards individuals who have some knowledge of SmartCompliance but would like a
WinTeam - ADP SmartCompliance How Do I?
30 min
Choose one of the following options (please include your choice in the booking) and have someone from our Tax Team guide you through your selection: Map taxes within SmartComplianceSubmit an Agency NoticeRun reportsComplete a Year End ProfileBal
WinTeam - ADP SmartCompliance Reporting
60 min
Review the reporting functionality of SmartCompliance with someone from our Tax Team, including: Profile Maintenance reports, Periodic reporting and Quarter Balancing Versions. ***This training is only complimentary once every six months for cli
Hire by WorkWave - General Consulting
60 min
This session is available to book time with a Consultant in regard to your hiring workflow when using Hire's suite of products. Please use the notes field to provide any specific questions or scenarios to be discussed in this session.**Client wi
Lighthouse - General Consulting
60 min
This session is available to book time with a Consultant in regard to Lighthouse functions. Please use the notes field to provide specific questions or scenarios you would like covered in the session.**Client will be billed for the entirety of t
WT: Bank Reconciliation - General Consulting
60 min
This session is available to book time with a Consultant in regard to the Bank Reconciliation module in WinTeam. Please use the notes to specify the topics of your questions.**Client will be billed for the entirety of the scheduled consulting se
WT: Budgets - General Consulting
60 min
This session is available to book time with a Consultant in regard to the Budgets module in WinTeam. Please use the notes to specify the topics of your questions.**Client will be billed for the entirety of the scheduled consulting session at the curr
WT: Formatting Financials - General Consulting
60 min
This session is available to book time with a Consultant in regard to the Formatting Financials module in WinTeam. Please use the notes to specify the topics of your questions.**Client will be billed for the entirety of the scheduled consulting sessi
WT: Inventory - General Consulting
60 min
This session is available to book time with a Consultant in regard to the Inventory module in WinTeam. Please use the notes to specify the topics of your questions.**Client will be billed for the entirety of the scheduled consulting session at t
WT: Job Costing - General Consulting
60 min
This session is available to book time with a Consultant in regard to the Job Costing module in WinTeam. Please use the notes to specify the topics of your questions.**Client will be billed for the entirety of the scheduled consulting session at
WT: Meal & Rest - General Consulting
60 min
This session is available to book time with a Consultant in regard to the Meal & Rest module in WinTeam. Please use the notes to specify the topics of your questions.**Client will be billed for the entirety of the scheduled consulting sessio
WT: Master Files - General Consulting
60 min
This session is available to book time with a Consultant in regard to any Master Files in WinTeam. Please use the notes to specify the topics of your questions.**Client will be billed for the entirety of the scheduled consulting session at the c
WT: Finance - General Consulting
60 min
Work with an experienced consultant on WinTeam Finance! Dig deep into your General Ledger, Accounts Receivable, Accounts Payable, or Fixed Asset modules. Whether your AR/AP doesn't reconcile to the GL, your payroll clearing account has a balance, or
WT: Payroll - General Consulting
60 min
Need a hand with WinTeam's payroll modules? Need a guide for Tax Adjustments, including getting them ready and entered? You can also learn to effectively review payroll reports and even have a Consultant review your system setup.**Client will be bill
WT: HR/Insurance Benefits - General Consulting
60 min
Dive into an interactive session with our experts! Get personalized consulting for your HR Benefit, Compliance, Equipment Tracker, or Insurance Benefits. We'll work together to review and troubleshoot any issues you're facing, and explore best practi
WT: Operations - General Consulting
60 min
Collaborate with our expert consultants on all aspects of WinTeam Operations! Explore Personnel and Work Scheduling, TeamTime, and eHub. Learn how to effectively interpret reports for valuable data insights.**Client will be billed for the entirety of
WT: Annual Open Enrollment Assistance
60 min
Collaborate with an expert consultant to streamline your annual WinTeam open enrolment. Our consultant will meticulously review your existing setup, facilitate benefits and or benefit offering updates, execute the annual testing procedures, and
WT: First-Time Open Enrollment Training (New Implementation Only)
60 min
Ready for your first open enrollment processing in WinTeam? Join our Implementation Specialists for this crucial setup session! We will work with you to ensure your system is perfectly configured for the upcoming benefit year.We will cover the comple
WT: 1094/1095C Processing Assistance - General Consulting
60 min
Our consultants offer personalized guidance to help you process and create your 1094Cs for IRS filing. We also provide support for saving and/or printing 1095Cs for your employees. Please be aware that a TCC Code is necessary for electronic fili
WT: Get Help with Your 1094/1095C Corrections - General Consulting
30 min
Work directly with a consultant to file your 1094C corrections with the IRS. If WorkWave originally filed your 1094Cs, we will use this session to retrieve your corrections and resubmit them for you.We can also assist you if you only need guidance on
RouteManager - Order Types Consulting
120 min
Become an expert on order types with the dynamic guidance of one of our expert consultants! Learn about the various ways to configure an order including: pickup orders, drop off orders, service orders and paired orders. **Client will be billed f
RouteManager - Custom Role Review: Admins
60 min
In our time together, we can work through the following key areas that are crucial to an Administrator: setting up accounts, communication settings, creating rules, creating additional users. **Client will be billed for the entirety of the scheduled
RouteManager - Custom Role Review: Planner
120 min
This role allows users the ability to perform all actions in assigned Territories. Users with this role cannot edit or create additional users. Learn how to leverage the order form, importing orders via the import file, building and dispatching route
RouteManager - Custom Role Review: Driver
60 min
Review of the mobile app from the Driver’s perspective including how to check in, order status, obtaining proof of delivery (pictures, voice memos, notes, and signatures).**Client will be billed for the entirety of the scheduled consulting session at
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