This session covers creating macro budgets in WinTeam.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews Recurring Invoices, Update Recurring to File functionality, Invoice Entry, and the Update to GL process.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 Entry, Payments, Print Checks, and the Update to GL process.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews all reports in the Accounts Payable module.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 Reporting.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews creating PO's (Purchase Orders), and paying PO's in Accounts Payable, and the PO Report.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to review any open questions on Accounts Payable. Please use the notes to specify the topics of your questions.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews Credit Vendor set up in the Vendor Master file, as well as how to complete a Credit Card Reconciliation in WinTeam.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers how to set up new customers and modify existing customer information.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 Accounts Receivable, including, Update Scheduling to AR Invoices, Invoice Entry, Invoice Processing and Update to GL.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Recurring Invoices, Update Recurring to File, Invoice Entry, Invoice Processing, and Update to GL.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers the Payment Wizard and payment screens.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews the Collection screens and process, as well as Invoice Review.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews all reports in the Account Receivable module.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to review any open questions on Accounts Receivable. Please use the notes to specify the topics of your questions.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers how to email AR Invoices to clients, and setting up contacts and recipient groups.

Please note, the engine must be installed and enabled prior to training.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to review setup questions, or help troubleshoot specific questions. Please use the notes to provide any specific questions or scenarios to be discussed in the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 building custom reports, please book an Advanced BI session.**

**Additional time needed will be billed at a rate of $175.00 per hour**

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 like covered in more detail.

**Additional time needed will be billed at a rate of $225.00 per hour**

This session covers all the Compliance Tracker Reports in WinTeam.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 location and create work requests. You also can create action items, review job information, view teamtime status, complete checkpoints, and view reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers eHub mobile functionality for eHub Supervisors and Users.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

Free self-paced content is available for eHub Admin functionality and can be found in the TEAM University section of TEAM's Learning Center.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers how to create and manage Asset Master Files in WinTeam.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Fixed Asset functionality in WinTeam, including, Defaults, Asset Categories, Asset Master File, Update to GL, and Reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 the Scheduled of Depreciation report.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to help answer questions regarding the Fixed Assets module in WinTeam. Please use the notes field to specify questions or scenarios you would like covered in the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers creating GL Budgets in the Budgets screen.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews reporting options in the General Ledger and Job Costing modules.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to assist with Budget questions. Please use the notes field to specify questions or scenarios you would like to review.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews steps for ongoing reconciliation of your bank account after the initial reconciliation is completed.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to help with questions regarding bank reconciliation. Please use the notes field to specify your question or situation you are needing assistance with.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Formatting Financial Statements such as the Balance Sheet and Income Statement, Cash flow Statement, and Reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers reports regarding formatting financials.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to assist in specific questions regarding formatting your financials. Please use the notes field to specify questions or scenarios you would like to cover during the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 End Rollover, and Reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews all the GL Reports available in WinTeam.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available for questions about General Ledger functions in WinTeam. Please use the notes field to specify questions or scenarios you would like covered during the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers the email engine alert settings and functionality.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers all Compliance Tracker setup, the compliance by employee screen, managing license data, reports, and the email alert engine.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available for specific questions regarding Compliance Tracker. Please use the notes field to specify your questions or scenarios you would like to cover during the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers the reports available for the Equipment Tracker process.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to help answer questions you may have with the equipment tracker process. Please use the notes field to enter specific questions or scenarios you would like to review in the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Benefit Setup, Benefit Categories, and the Benefits by Employee screen.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers running the Benefit Wizard, Benefits by Employee, Reports, and Cash outs.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers reports available for hourly benefits.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Benefit Setup, Benefit Categories, Benefits by Employee, running the Benefit Wizard, Reports, and Cash outs. 

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to assist you with your hourly benefit setup or processing questions. Please use the notes field to specify your questions or scenarios you would like covered during the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 to complete. 

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available for questions regarding Insurance Benefit items. Please use the notes field to specify you question or scenario you would like covered during the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Package Validation, Benefits by Employee, Benefits Review, Eligibility Testing Wizard, Deduction Sync, Automation Engine, and Automation Review. 

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers 1095-C tools available in WinTeam.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Defaults, Benefit Setup as they relate to Online enrollment, as well as eHub Security Groups and Online Enrollment functionality.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers the setup of the Inventory module and the Item Master File, including Item Activity History, Items on Hand, and Item Groups.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Purchase Orders, Received, Requests, Sold/Usage, Drop Shipments, Transfers, Physical Count, Adjustments, Update to GL and eHub Inventory Requests.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Inventory Reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available for open questions regarding Inventory. Please use the notes field to specify questions or scenarios you would like covered during the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers creating and managing the Job Master File information.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available for questions on Job Costing. Please use the notes field to enter specific questions or scenarios you would like covered.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers how to create labor budgets in the Job Master File.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers creating locations with GPS boundaries, Service hours, Zones, and Scheduled Work.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session covers creating tasks, issue, and audit forms, as well as how they are used in Lighthouse web and mobile.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session covers adding or inviting Users, Roles and Permissions, and Profile settings.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session reviews Lighthouse mobile functionality.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session covers all the reports available in Lighthouse.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session covers all Lighthouse web and mobile functionality. 

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session is available for questions about Lighthouse functions. Please use the notes field to provide specific questions or scenarios you would like covered in the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session covers job and candidate management within Hire and can be tailored to the users who will be in attendance. Please use the notes field to enter information about why the training is being requested, such as a new teammate has joined or a refresher for existing users.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session will review the approval process within Hire's Onboarding platform and can also be used to discuss additional products you are currently using like WOTC & E-Verify. Please use the notes field to enter information about why the training is being requested, such as a new teammate has joined or a refresher session for existing users.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session is a review of the E-Verify integration within Onboarding. Please note, we cannot send test cases through to E-Verify, but mock-up shots are available to showcase the process. If you’d like, you can come prepared with I-9 document information for a new hire to review the approval process on your end.

Please verify that you are licensed for this service prior to booking.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

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 available to Admin users to track your WOTC eligibility. 

Please verify that you are licensed for this service prior to booking.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session is an introduction to Hire's robust Analytics portal. We will perform a general overview of the layout of Analytics, including highlighting key reports and demonstrating how best to leverage filters. Please use the notes field to enter information about the type of metrics and reports you are most interested in tracking.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session is available to troubleshoot specific questions your company is facing 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.

**Additional time needed will be billed at a rate of $175.00 per hour**

Check out TEAM's free webinar offerings here.

This session covers the multi-company settings and functionality designed to allow company resources to be easily shared with another company. 

                                                **Additional time needed will be billed at a rate of $175.00 per hour**

This session covers the Balance by Company functionality for Multi-Company functions.

Please note - this is an add-on feature for WinTeam. Please contact your TEAM Account Manager if interested in more information. The feature, must be turned on prior to scheduling a training session.

**Additional time needed will be billed at a rate of $175.00 per hour**

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers creating and managing Other Compensation and Other Deductions, as well as the Pay Comp/Deduct Creator and Review tools.

**Additional time needed will be billed at a rate of $175.00 per hour**

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, however will not be going into setup of these items.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers the Check Processing Wizard, Printing Payroll Checks, and the Update to GL process.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers all Payroll Reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available for any open payroll questions. Please use the notes field to specify questions or scenarios you would like covered in the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 Statements.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Payroll Taxes, Tax Mapping, Address Validation, Compensations, Deductions, Garnishments, Timekeeping, Payroll Check Processing Wizard, Print Checks, Update to GL, and Reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews pieces of Personnel Scheduling setup such as Bill Code Categories, Bill Codes by Job, Shift Setup, and Post Setup.

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session reviews the Working and Master Schedules, Rollover functionality, Experience, Defaults, Purge Schedules, and Validate Schedules.

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session reviews the PS Wizard, as well as Billing Review and Edit functionality.

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session reviews reports available in the Personnel Scheduling module.

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session is available for questions regarding Personnel Scheduling. Please use the notes field to specify questions or scenarios you would like covered during the session.

**Additional time needed will be billed at a rate of $175.00 per hour.**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available for questions about Post Watch functionality. Please use the notes field to specify questions or scenarios you would like to cover during the session.

**Additional time needed will be billed at a rate of $175.00 per hour.**

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 using TeamTime and Personnel Scheduling to review the setup and processes to use Enhanced Reconciliation.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews Areas, Items, Response Systems, and Checkpoint Templates.

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session reviews Checkpoints (in WinTeam and eHub), as well as Deficiency Review, Checkpoint Review, Schedule Exceptions, and Reports.

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session covers all the Quality Assurance Reports. 

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session reviews all Quality Assurance functionality including: Areas, Items, Response Systems, Checkpoint Templates, Checkpoints, and Reporting.

This session is available for free through TEAM University's self-paced content. Click here to view Quality Assurance in TEAM University

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session is available for questions regarding Quality Assurance. Please use the notes field to specify questions or scenarios you would like to cover during the session.

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session is also available for free through TEAM University's self-paced content. Click here to view User Security in TEAM University

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to assist with your question about User Security in WinTeam. Please use the notes field to specify questions or scenarios you would like to cover during the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 tool does require the use of SQL to write new reports, but various default reports are available. 

This training does not cover how to write SQL.

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session reviews all reports available in the TeamBid module.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews TeamBid setting and functionality including, Defaults, Task Codes, Prospect Master File, Work Loading and Bidding, Position Descriptions and Reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to answer questions about the TeamBid module and functionality. Please use the notes field to specify questions or scenarios you would like covered in the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers TeamTime Defaults, Job Attributes, Absenteeism Schedules, Employee Master File settings, Action Items, Messages, Languages, Data View, Exception Review and Reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers TeamTime Reports, including, the Call Review, Job/Employee list, Paging Review, and TeamTime Hours Review.

**Additional time needed will be billed at a rate of $175.00 per hour.**

This session is available for questions regarding TeamTime. Please use the notes field to specify questions or scenarios you would like to cover in the session.

**Additional time needed will be billed at a rate of $175.00 per hour.**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers TeamTime Device Settings, Language Settings, Device Messages, Employee Master File settings, and TTP Device Setup and Enrollment.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 scanning and storing documents in WinTeam. For this training, you must be licensed to have a FileBound account set up in order to use Doclink. For more information on licensing, contact your Account Manager.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available to assist with questions regarding Doclink, such as security, separators, dividers, scanning, or specific scenarios you have questions about. Please use the notes field to enter specific scenarios or questions you would like to address during the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews Work Scheduling setup, including Defaults, Task Codes, and Schedules.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Work Scheduling processing functionality, including, Ticket Details, Calendar, Billable Ticket Review, Reports, and eHub functionality.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 Costing reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers all the Work Scheduling Reports.

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session is available for questions on Work Scheduling functionality. Please use the notes field to specify questions or scenarios you would like covered in the session.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 dictates). This session is for clients who are currently using Enhanced Reconciliation.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session reviews how to create new, and modify existing Vendors in WinTeam.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 will assist you with your request and create a plan to become more efficient with your onboarding platform.  

**Additional time needed will be billed at a rate of $225.00 per hour**

Check out TEAM's free webinar offerings here.

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 for clients who have signed the contract with TEAM Software to print & mail and/or e-file on their behalf.

**Additional time needed will be billed at a rate of $225.00 per hour**

Content of a Payroll Tax Automation session may include one or more of the following topics:                                                                                  

This session will familiarize you with the navigation and basic functions of the QuickSight analytics platform.  We will learn the basics of the datasets, data structure, data transfer, analyses, and dashboards. 

Prerequisites **Learner(s) should have access to Lighthouse and already be set up in QuickSight with an Author License prior to this training.  

**Please have at least 2 months worth of consistent data available to more effectively work with your data during your session.

This session will focus on utilizing the datasets to build visuals on Analyses. The analyses will then be published to a dashboard which can be shared with users that have been provisioned as a reader.  

Prerequisites

**Learner(s) should have access to Lighthouse and already be  set up in QuickSight with an Author License prior to this training.   **Please have at least 2 months worth of consistent data available to more effectively work with your data during your session.

Session Overview

Learn 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 checks for themselves or friends and hide the evidence so no one catches on to what they have been doing. In addition, we will review WinTeam’s new Audit and Logging feature which allows you to see who changed system information and when.

After completing this session, you’ll know how to:

Who should attend?
System administrators and those who monitor company compliance and financial transactions and results 

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 Security -positions/titles are aligned with the roles created in WinTeam Security and separation of duties exist 
2. Look for anomalies with AR, AP and Payroll checks
3. General Ledger: Review Adjusting Journal Entries and Bank Reconciliation
4. AP Credit cards: Audit usage and distribution
5. eHub/Timekeeping entries: Audit

Who should attend:
System administrators and those who monitor company compliance, financial transactions and results 

“What’s in it for me?”:

Improved accuracy and efficiency of time collection

Reduce “time punching fraud”

Improve accessibility and communications for supervisors in WinTeam

Reduce payroll and billing discrepancies

Reduce time spent on scheduling related activities

Meet contract compliance by scheduling only qualified employees on a job site

Audit employee and scheduling data quickly with easy to use Advanced filters and “On Screen” tools.

Understand system configuration, workflow, how to troubleshoot issues and audit records in WinTeam

Who should attend:

This session is designed for senior leaders so that they will better understand system configuration, workflow, how to troubleshoot issues and audit operations-related records in WinTeam.  These skills and knowledge can then be shared with direct reports to achieve the benefits listed above.

This session covers creating, and managing Employee Master File information in WinTeam.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session you will make any updates as needed to prepare for your company’s open enrollment. After updates have been made, you will run the ongoing Eligibility Testing Wizard and assign new packages for the new Benefit year. 

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers the best practices for your ongoing daily/pay period maintenance utilizing Package Validation, Initial Wizard, and Termination Engine. 

**Additional time needed will be billed at a rate of $175.00 per hour**

In this session you will speak with a Specialist to discuss any changes needed for your existing Insurance Benefits Setup (enrollments, imports, clean up, etc.).  Our Specialist will assist you with your request and create a plan to become more efficient with the Insurance Benefits Module. 

**Additional time needed will be billed at a rate of $225.00 per hour**

During this session we will walk you through setting up your WinTeam database in order to accept Online Payments, show you how your Customers will gain access to their Customer Portal and make an Online Payment, what Online Payments look like within the Accounts Receivable module in WinTeam and the different reports within WinTeam that show Online Payments. Please contact your Customer Success Manager to find out how you can start using this add-on feature.

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers the steps for reconciling your bank account in WinTeam for the first time.

**Additional time needed will be billed at a rate of $175.00 per hour**

This is not a training session but intended to address open questions you may have on any or all of the eHub topics:  ESS, CSS, Administration and mobile.  

**Additional time needed will be billed at a rate of $175.00 per hour**

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.

**Additional time needed will be billed at a rate of $175.00 per hour**

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 Processing Workbook

***This training will be 1 hour.  If additional time is needed, it will be billed at $175 per hour.***

This session is intended for the attendee to pose questions to the subject matter expert regarding Meal and Rest Break configuration, troubleshooting, use etc.  

**Additional time needed will be billed at a rate of $175.00 per hour**

This session covers Action Item Defaults, Template Management, Action Item Setup and functionality, Action Item Review, and Templates by Job.

**Additional time needed will be billed at a rate of $175.00 per hour**