FAQ
Intro to TeamWise
What is TeamWise?
What do I need to get started with TeamWise?
Is there a free trial in TeamWise?
Do you offer support to customers on free plan too?
Is my data safe & secure?
Does TeamWise Perform backups regularly?
What is the up-time guarantee?
Organization Setup and Hierarchy
What is an Organization?
How do I modify the date format in my account?
- Go to 'Configuration' at the top of the page.
- Click 'Company Info' under 'Configuration'.
- Hit on Edit Company Profile link and select the desired Date Format.
- Modify the Date format by making selection through drop down.
- Click 'update' button at the bottom of the page.
How do I change/upload my company logo?
- Go to 'Configuration' at the top of the page.
- Click 'Company Info' under 'Configuration'.
- Hit on Edit Company Profile link.
- Choose the image file from your computer.
- Click 'update' button at the bottom of the page.
Where can I view my Organizational Hierarchy?
- The Landing page for all employees is Bulletin Board.
- On Bulletin Board hit on Organization icon on left side under the user details.
- The Hierarchy can be viewed in two ways;
- My Hierarchy
- Organizational Hierarchy
User Roles and Permissions
What user roles are available in TeamWise?
How many users can I add to my TeamWise account?
How to add employees?
- Go to 'EIM' at the top of the page.
- Click 'Add New Employee' link on the top right corner of employee listing.
- Assign the created User Roles to the new added employee along with activating the employee.
- On submitting the Add New Employee form the User can be assigned an account.
- Any user's account can be activated or deactivated from the User Configuration page under Configuration Module.
What happens to the accounts of Terminated Employees?
How to mark an employee as terminated?
To mark an employee as terminated, follow the steps below.
- Go to 'EIM' and click the 'Exit Request' link.
- Raise an Exit Request for an employee with appropriate type of Separation.
- Get Approvals of Exit and disassociate employee from the ongoing processes.
- Capture Exit Feedback
- Generate Letter (Termination or Relieving)
What all information I require while adding an employee?
Where can I view the list of ex-employees?
Ex-employees are former employees of the organization who have been resigned, terminated or deceased. You can view the list of ex-employees as follows:
- Go to 'EIM' at the top of the page.
- Click Search link and Check the Include Terminated Employees check box
- Hit on Search button the list of all the employees including Terminated Employees.
- Alternatively you may perform Consolidated Search under Reports section.
Attendance
How Attendance is captured in TeamWise?
TeamWise uses several methods to capture the attendance for employee;
- Biometric Device Integration
- Manual Punch In-Punch Out
- Excel Upload
- Attendance Entry by Attendance Manager
Does TeamWise manage Overtime and Holiday payments?
How to define shifts for Employees in TeamWise?
Does TeamWise provide detailed attendance analysis of organization?
Leave
How do I configure my organization's Leave Policy in TeamWise?
TeamWise is designed and developed keeping in mind that Leave Policies are something which may
vary from Organization to Organization. Thus, you can create Leaves and configure the leave rules.
You may follow following steps to configure Leaves:
- Go to Leave module and hit on Define Days Off
- Create Holidays and Define Shift Offs along with their Payment settings
- Now go to Leave Types and create leaves and define leave rules.
- Publish leaves to employees.
- To configure Other Leaves such as Maternity Leave, Comp off etc. hit on Other Leave settings side tab on Leave Types page.
How to apply leave through TeamWise?
What happens if I approve or Reject the leave?
Can Holidays be defined on Location basis?
Leave calendar works on Financial Year basis or Calendar Year basis?
Performance Appraisal
How can TeamWise help me in Performance Appraisal process?
Is there a facility like peer review?
The KRA for employees can be defined and updated?
Recruitment
What is the flow for Recruitment through TeamWise?
TeamWise provides you a complete recruitment cycle which includes following steps;
- Configuring the Resource Requestors
- Managing the flow of Approval of Resource Requests generated by the configured Requestors.
- Creating Vacancies according to Resource Requests approved and finalized Headcount Budget.
- Allocation of every Vacancy to a Hiring Manager
- Extracting Applicants from Web Portals and maintaining Applicant Profiles.
- Sharing Applicant Profiles with Resource Requestors.
- Campus Recruitment
- Online Tests and Performance monitoring of candidates.
- Submission of Interview Assessment and Evaluation feedbacks by the Hiring Managers and Executives.
- Creating and Managing the Referral Cycles.
- Track of Referrals by any User.
- Referral Bonus Payment.
Is pre-joining process like allocation of assets and Checklist of documents submitted can be managed through TeamWise?
Does TeamWise enable posting of jobs on social websites?
Survey and Complaint Management
How can TeamWise help me in managing the Employee Grievances?
TeamWise has Complaint center through which employees can report their grievances to the related department's representative. Key features of TeamWise Complaint Center are;
- Complain representatives on the basis location and department combination.
- History is maintained and captured through comments
- Proper mailing and SMS alerts for the action taken on any complaint.
- The reminder facility.
- Exporting facility to extract the Complain History.
- Assigning of complaints by representatives to the team mates.
How can TeamWise help me in conducting the surveys within the organization?
TeamWise Feedback Management System helps you to create feedback forms with best configurability and publish them. The prime features are;
- Create Feedback forms with N number of questions.
- Any feedback form can be published to selected users.
- Conduct Survey or Feedback process again and again automatically by defining Recursive Cycle.
- Compare the any two surveys.
- Flexibility to users for posting Suggestions along with every Feedback question asked.
- Graphical as well as Tabular reports.
- Per question analysis and Overall Organization analysis of every survey or feedback process executed.
Alerts and Announcements
How can TeamWise help me broadcast any announcements?
TeamWise has following features which can help you circulate important information to employees in cost effective way;
- TeamWise News Manager
- Set the news content title etc.
- Mark news active in active
- Select the viewers of the news.
- Internal Personal and Bulk Messaging system
- Bulk SMS system
Is TeamWise equipped with mail and message alerts about any employee related activity?
Yes, TeamWise comes with over 180 email and message notifications generated on different user activities. Some Example of such activities are as below;
- Employee Probation Evaluation
- Complaint and Grievance reporting
- Feedback or Survey form submission or generation
- Leave Application/Approval/Rejection
- Employee Transfer or Exit

