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TEAM Software Inc

營業時間

  • 星期日

    店休

  • 星期一

    08:00 - 17:00

  • 星期二

    08:00 - 17:00

  • 星期三

    08:00 - 17:00

  • 星期四

    08:00 - 17:00

  • 星期五

    08:00 - 17:00

  • 星期六

    店休

公司資訊

TEAM Software's Professional Service department offers, training, consulting, database clean up, and assistance when implementing new modules/processes/features.

團隊組成

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

熱門服務

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WinTeam - eHub ESS

60 分鐘

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.

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WinTeam - eHub CSS

60 分鐘

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

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WinTeam - TeamTime Full Session

120 分鐘

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

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WinTeam - Doclink

60 分鐘

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

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Lighthouse - Locations

60 分鐘

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

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Hire by WorkWave - Applicant Tracking

60 分鐘

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

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Hire by WorkWave - Onboarding

60 分鐘

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

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Hire by WorkWave - E-Verify

30 分鐘

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

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Hire by WorkWave - WOTC

30 分鐘

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

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Hire by WorkWave - Insights (Analytics)

30 分鐘

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

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Hire by WorkWave - EHX Form Mapping Training

60 分鐘

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

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Lighthouse - Forms

90 分鐘

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

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Lighthouse - User Management

60 分鐘

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,

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WT: BI Basics

60 分鐘

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

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WT: BI Advanced & Report Work

60 分鐘

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

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WinTeam - Post Watch

60 分鐘

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.

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WinTeam - Separate Bill and Pay Full Session

60 分鐘

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

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WinTeam - Enhanced Reconciliation Full Session

60 分鐘

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

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WinTeam - Personnel Scheduling Reports

60 分鐘

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

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WinTeam - Personnel Scheduling Full Session

120 分鐘

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

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WinTeam - Meal and Rest Breaks

60 分鐘

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

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WinTeam - TeamTime Reports

30 分鐘

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

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WinTeam - Vendor Master File

30 分鐘

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

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WinTeam - AP Invoice Processing

60 分鐘

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

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WinTeam - Payroll Garnishments

60 分鐘

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

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WinTeam - AP Payments

30 分鐘

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

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WinTeam - Credit Vendor Reconciliation

60 分鐘

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

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WinTeam - AP Reports

60 分鐘

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,

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WinTeam - Accounts Payable Full Session

120 分鐘

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

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WinTeam - Action Items

60 分鐘

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

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WinTeam - Labor Budgets

60 分鐘

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

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WinTeam - Customer Master File

30 分鐘

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

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WinTeam - Invoice Processing from Personnel Scheduling (SC)

60 分鐘

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

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WinTeam - Invoice Processing from Recurring Invoices (BSC)

60 分鐘

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

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WinTeam - AR Payments

30 分鐘

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

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WinTeam - Collections

60 分鐘

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

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WinTeam - AR Reports

60 分鐘

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

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WinTeam - Accounts Receivable Full Session

120 分鐘

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

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WinTeam - Initial Bank Reconciliation

60 分鐘

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

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WinTeam - Ongoing Bank Reconciliation

60 分鐘

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

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WinTeam - GL Budgets

60 分鐘

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

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WinTeam - Macro Budgets

60 分鐘

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

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WinTeam - Budget Reports

30 分鐘

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

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WinTeam - Budgets Full Session

120 分鐘

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

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WinTeam - Compliance Tracker

60 分鐘

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

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WinTeam - Compliance Alert Engine

30 分鐘

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

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WinTeam - Compliance Tracker & Alert Engine Full Session

120 分鐘

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

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WinTeam - Equipment Tracker

60 分鐘

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

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WinTeam - Equipment Tracker Reports

30 分鐘

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

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WinTeam - Formatting Financials

60 分鐘

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

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WinTeam - Formatting Financials Reports

30 分鐘

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

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WinTeam - The Employee Lifecycle Across TEAM Platforms - NEW!

90 分鐘

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

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WinTeam - Employee Master File

60 分鐘

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

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WinTeam - Hourly Benefit Setup

120 分鐘

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,

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WinTeam - Hourly Benefit Processing

120 分鐘

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

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WinTeam - Hourly Benefit Full Session

120 分鐘

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

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WinTeam - Hourly Benefit Reports

30 分鐘

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

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WinTeam - Insurance Benefits Initial Setup Part 1

120 分鐘

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

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WinTeam - Insurance Benefits Deduction Sync

30 分鐘

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

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WinTeam - Insurance Benefits Initial Setup Part 2

120 分鐘

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

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WinTeam - Insurance Benefits Online Enrollment Setup

60 分鐘

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

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WinTeam - ACA Health Check

30 分鐘

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

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WinTeam - Insurance Benefits 1095C & 1094C

60 分鐘

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

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WinTeam - Insurance Benefits Upkeep

60 分鐘

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

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WinTeam - Insurance Benefits Reporting

60 分鐘

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

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WinTeam - Item Master File

60 分鐘

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

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WinTeam - Inventory Processing

120 分鐘

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

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WinTeam - Inventory Full Session

120 分鐘

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

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WinTeam - Inventory Reports

30 分鐘

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

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WinTeam - Job Master File

60 分鐘

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

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WinTeam - Job Cost Reporting Full Session

60 分鐘

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

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WinTeam - Payroll Taxes (Not PTA)

60 分鐘

**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

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WinTeam - Comps/Deducts

60 分鐘

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

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WinTeam - Timekeeping

60 分鐘

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,

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WinTeam - Payroll Processing

120 分鐘

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

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WinTeam - Payroll Reports

60 分鐘

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

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WinTeam - Personnel Scheduling Setup

120 分鐘

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

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WinTeam - Personnel Scheduling Schedules

120 分鐘

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

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WinTeam - Personnel Scheduling Wizard

60 分鐘

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

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WinTeam - Quality Assurance Setup

60 分鐘

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

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WinTeam - Quality Assurance Processing

60 分鐘

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

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WinTeam - Quality Assurance Full Session

120 分鐘

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

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WinTeam - Quality Assurance Reports

30 分鐘

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

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WinTeam - TeamBid Full Session

120 分鐘

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

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WinTeam - TeamBid Reports

30 分鐘

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,

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WT: TeamBid - General Consulting

60 分鐘

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

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WinTeam - User Security Configuration and Reports

60 分鐘

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

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WinTeam - Work Scheduling Setup

60 分鐘

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,

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WinTeam - Work Scheduling Processing

60 分鐘

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

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WinTeam - Work Scheduling Full Session

120 分鐘

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

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WinTeam - Work Scheduling Reports

30 分鐘

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

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WinTeam - Fixed Assets Reports

30 分鐘

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

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WinTeam - General Ledger Full Session

60 分鐘

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

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WinTeam - General Ledger Reports

30 分鐘

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

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WinTeam - Asset Master File

30 分鐘

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

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WinTeam - Query Scheduler

30 分鐘

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

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WinTeam - eHub Mobile

30 分鐘

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

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WinTeam - Pre-Billing

60 分鐘

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

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WinTeam - Emailing Invoices to Customers

60 分鐘

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

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WinTeam - Work Ticket Profitability

30 分鐘

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

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WinTeam - Payroll Full Session

120 分鐘

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

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WinTeam - Tax Allocation

60 分鐘

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

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WinTeam - Fixed Assets Full Session

60 分鐘

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

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WinTeam - Compliance Tracker Reports

30 分鐘

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

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WinTeam - Multi-Company

60 分鐘

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

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Lighthouse - Mobile Demo

30 分鐘

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

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Lighthouse - Full Session

120 分鐘

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,

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Lighthouse - Reports

30 分鐘

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

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WinTeam - Purchase Orders in AP

30 分鐘

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,

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WinTeam - Purchase Orders in AP and Inventory

30 分鐘

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

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WinTeam - eHub Administration

120 分鐘

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

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Hire by WorkWave - Administration Services Consultation

30 分鐘

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

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WinTeam - User Security Preventing Fraud in The Workplace

90 分鐘

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

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WinTeam - Fraud Prevention Audit of Customer's Database

120 分鐘

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

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COMING SOON - WinTeam Operations (Janitorial) - Auditing Operations Data for Senior Leaders

90 分鐘

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

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WinTeam Operations (Security) - Auditing Operations Data for Senior Leaders

90 分鐘

“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

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WinTeam - Online Payments Initial Setup and Training

90 分鐘

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

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WinTeam - eHub Request Time Off

60 分鐘

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

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WinTeam - Hourly Benefit Refresher Training

60 分鐘

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

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WinTeam - ADP Quarter Close

60 分鐘

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

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WinTeam - ADP Quarter Close Q&A

30 分鐘

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

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WinTeam - ADP New Company Setup Review

90 分鐘

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

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WinTeam - ADP SmartCompliance Health Check

60 分鐘

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

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WinTeam - ADP SmartCompliance Refresher

60 分鐘

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

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WinTeam - ADP SmartCompliance How Do I?

30 分鐘

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

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WinTeam - ADP SmartCompliance Reporting

60 分鐘

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

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Hire by WorkWave - General Consulting

60 分鐘

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

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Lighthouse - General Consulting

60 分鐘

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

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WT: Bank Reconciliation - General Consulting

60 分鐘

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

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WT: Budgets - General Consulting

60 分鐘

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

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WT: Formatting Financials - General Consulting

60 分鐘

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

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WT: Inventory - General Consulting

60 分鐘

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

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WT: Job Costing - General Consulting

60 分鐘

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

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WT: Meal & Rest - General Consulting

60 分鐘

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

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WT: Master Files - General Consulting

60 分鐘

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

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WT: Finance - General Consulting

60 分鐘

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

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WT: Payroll - General Consulting

60 分鐘

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

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WT: HR/Insurance Benefits - General Consulting

60 分鐘

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

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WT: Operations - General Consulting

60 分鐘

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

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WT: Annual Open Enrollment Assistance

60 分鐘

 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

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WT: First-Time Open Enrollment Training (New Implementation Only)

60 分鐘

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

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WT: 1094/1095C Processing Assistance - General Consulting

60 分鐘

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

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WT: Get Help with Your 1094/1095C Corrections - General Consulting

30 分鐘

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

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RouteManager - Order Types Consulting

120 分鐘

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

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RouteManager - Custom Role Review: Admins

60 分鐘

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

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RouteManager - Custom Role Review: Planner

120 分鐘

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

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RouteManager - Custom Role Review: Driver

60 分鐘

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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