30 min

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 i

30 min

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

90 min

This session covers creating tasks, issue, and audit forms, as well as how they are used in Lighthouse web and mobile.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any additional time spent t

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,

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

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

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.

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

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

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

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

60 min

This session covers TeamTime Device Settings, Language Settings, Device Messages, Employee Master File settings, and TTP Device Setup and Enrollment.**Client will be billed for the entirety of the scheduled training session at the current training ra

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

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

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

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

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

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

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,

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

30 min

This session is available to review any open questions on Accounts Payable. Please use the notes to specify the topics of your questions.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any addi

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

30 min

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.**Client will be billed for the entirety of the scheduled

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

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

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

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

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

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

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

30 min

This session is available to review any open questions on Accounts Receivable. Please use the notes to specify the topics of your questions.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any a

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

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

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

30 min

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.**Client will be billed for the entirety of the scheduled training sessio

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

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

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

30 min

This session is available to assist with Budget questions. Please use the notes field to specify questions or scenarios you would like to review.**Client will be billed for the entirety of the scheduled training session at the current training rate.

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

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

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

30 min

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.**Client will be billed for the entirety of the scheduled trai

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

30 min

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

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

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

30 min

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.**Client will be billed for the entirety o

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

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

30 min

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.**Client will be billed for the entirety of the sc

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

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

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,

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

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

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

30 min

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.**Client will be billed for the entirety of th

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

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

30 min

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.**Client will be billed for the entirety of the scheduled training ses

30 min

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

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

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

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

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

60 min

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.**Client will be billed

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

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

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

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

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

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

30 min

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.**Client will be billed for the entirety of the scheduled training session at the

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

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

30 min

This session is available for questions on Job Costing. Please use the notes field to enter specific questions or scenarios you would like covered.**Client will be billed for the entirety of the scheduled training session at the current training rate

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

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

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,

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

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

30 min

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.**Client will be billed for the entirety of the scheduled training session at the current tra

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

120 min

This session reviews the Working and Master Schedules, Rollover functionality, Experience, Defaults, Purge Schedules, and Validate Schedules.**Client will be billed for the entirety of the scheduled training session at the current training rate. Any

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

30 min

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.**Client will be billed for the entirety of the scheduled training session

30 min

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.**Client will be billed for the entirety of the scheduled training session

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

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

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

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

30 min

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.**Client will be billed for the entirety of the scheduled training session at

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

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,

30 min

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.**Client will be billed for the entirety of the scheduled tra

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

30 min

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.**Client will be billed for the entirety of the scheduled t

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,

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

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

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

30 min

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.**Client will be billed for the entirety of the scheduled training session at

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

30 min

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.**Client will be billed for the entirety of the schedu

120 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

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

30 min

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.**Client will be billed for the entirety of the scheduled traini

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

30 min

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.**Client will be billed for the entirety of the scheduled training session at the current

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

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

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

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

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

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

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

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

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

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

60 min

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

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

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,

30 min

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.**Client will be billed for the entirety of the scheduled training session

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

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,

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

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

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

60 min

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

60 min

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) sh

60 min

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

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

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

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

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

60 min

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

60 min

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.**Client will be billed for the entirety of the scheduled training session at the current t

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

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

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

60 min

This session is intended for the attendee to pose questions to the subject matter expert regarding Meal and Rest Break configuration, troubleshooting, use etc.**Client will be billed for the entirety of the scheduled training session at the current t

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

60 min

This session will cover running and storing credit cards, refunding a credit card transaction, and reconciling payments using the API and import file.**Client will be billed in advance of the training session for the entirety of the scheduled trainin

60 min

This session covers the various Accounts Receivable tools and Accounts Receivable reports.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly training rate. In accordanc

60 min

This session covers invoiceable order statuses, invoicing a single work order, and invoicing using the invoice batch tool.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current ho

60 min

This session will cover the configuration of internal assets, documenting assets, and logging assets to employees.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly tra

60 min

This session will cover attaching systems to clients, configuring system types, entering system information, and system statuses.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the cur

60 min

During this session we will cover creating and searching for clients, reviewing location and billing account relationships, and client contact settings.**Client will be billed in advance of the training session for the entirety of the scheduled train

60 min

This session covers how to access the chart of accounts, how to create new general ledger codes, general ledger masking, general ledger movement, and finical reports.**Client will be billed in advance of the training session for the entirety of the s

60 min

During this session we will review the existing Chart of Accounts, how to add new general ledger codes, and answer questions on GL movement.**Client will be billed in advance of the training session for the entirety of the scheduled training session,

60 min

This session covers setting up the ServMan Mobile 2.0 app, reviewing orders and appointments, creating follow up work orders and quotes, and emailing options.**Client will be billed in advance of the training session for the entirety of the scheduled

60 min

This session covers setting up the ServMan mobile legacy app, reviewing orders and appointments, creating follow up work orders and quotes, and emailing options.**Client will be billed in advance of the training session for the entirety of the schedu

60 min

This session will cover reviewing and discussing the back office end of the ServMan mobile 2.0 app, and taking a deep dive into configurations.**Client will be billed in advance of the training session for the entirety of the scheduled training sessi

60 min

This session will cover reviewing and discussing the back office end of the ServMan mobile legacy app, and taking a deep dive into configurations.**Client will be billed in advance of the training session for the entirety of the scheduled training se

60 min

This session will cover how to access the employee list, create new employees, the difference in inactivating an employee and deleting an employee, employee information and how this relates to other modules in ServMan, We will also review employee tr

60 min

This session will cover how to create new users, disable old users, change passwords, review users defaults, create securities temples, the difference between a security templatee and a user, and a deep dive into user permissions.**Client will be bil

30 min

This session covers the purpose of navigators and how to access them, as well as reviewing smartviews and the various configuration options that benefit you and your business. **Client will be billed in advance of the training session for the en

60 min

This session covers the schedule board in detail, including configuring and scheduling work orders. **Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly training rate. In

60 min

This session is for reviewing client prospect status, how to create quotes and quote options, review quote statuses, and converting quotes.**Client will be billed in advance of the training session for the entirety of the scheduled training session,

30 min

This session will cover reviewing standard order and quote formats, how to print formats, and reviewing existing formats.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hou

60 min

This session will cover the order details tab in full. Reviewing item searching, item creation, item cost, and item pricing.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current

60 min

This session will cover searching for work orders, creating and reviewing the order setup screen, creating order notes, and reviewing order document management.**Client will be billed in advance of the training session for the entirety of the schedul

30 min

This session will cover how to properly close a contract, closing contracts in bulk, and comparing closed and canceled contracts.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the cur

60 min

This session will cover recognizing deferred revenue, configuring monthly invoices, and running monthly invoices and payments.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the curren

60 min

This session will cover how to renew a contract, use the renewal wizard, review reports, and renewal formats.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly training

60 min

This session will cover how to sell a contract, creating a single contract, and using the batch contract wizard.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly train

60 min

This session will cover how to setup job groups, contract coverage types, and setting up contract items.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly training rate

60 min

This session will cover searching for jobs, creating jobs from quotes, and detailing out key job fields.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly training rate

60 min

This session will cover progress billing configuration settings, setting up a job for progress billing, how to invoice using progress billing, creating a credit memo using progress billing, and defining/recognizing retainage.**Client will be billed i

60 min

This session will cover how quotes, work orders, invoices, purchase orders and time entries affect job costing. We will also review reports for profit and loss at the job level. **Client will be billed in advance of the training session for the entir

60 min

This session will cover checking inventory levels, stock transfers, physical inventory, and inventory reports.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly trainin

60 min

This session will cover setting up a credit card vendor, paying a purchase order or a vendor invoice using a credit card, reconciling the credit card general ledger account, and creating a credit card vendor invoice.**Client will be billed in advance

60 min

This session will cover entering vendor invoices, entering recurring vendor invoices, creating vendor credits, creating a manual check, using the batch checks procedure, and reviewing Accounts Payable reports. **Client will be billed in advance of th

60 min

This session will cover searching and creating vendors, creating a purchase order, and receiving a purchase order.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly tra

60 min

In this session, we will review how ADP integrates with ServMan, configuring the ServMan App for ADP, and how to export time to ADP.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the

60 min

This session covers payroll settings, how to run payroll, and reviewing payroll reports.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly training rate. In accordance

60 min

This session covers different ways to enter time, admin tools to fix time, and reviewing different time reports.**Client will be billed in advance of the training session for the entirety of the scheduled training session, at the current hourly train

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

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

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