New to Team Work?

Below are helpful videos to walk you through every step of the software – from importing employees to pulling various reports. Have questions? Email one of our Customer Care specialist at customercare@primeroedge.com or give us a call at 866.442.6030.

Learn How To:

SITES

Add A Site

See how to add additional sites in Team Work by using the system tab.

EMPLOYEES

Add Employee

See how to add an employee to Team Work. Learn how to add and edit employee information.

Employee Import

Watch this video to get step-by-step instructions on importing an employee list into Team Work.

Edit Employee Details

Watch this training video to discover how to edit an employee’s information and add new records and notes.

TRAINING

Individual Training Recording

Add training events to individual employee records. Add credit hours, date for the training event, and the appropriate training event.

Group Training Recording

Have a group training with multiple staff? Use group training recording to apply CEUs for multiple individuals.

TRAINING EVENTS

Add A Training Event

See how to create training events and assign topics (nutrition, operations, etc.). Users can upload any documents that support your training event.

REPORTS

Generate Employee List Report

See how to create training events and assign topics (nutrition, operations, etc.). Users can upload any documents that support your training event.

Generate Training Record Report

Run the training record report to see which employees have completed specific trainings.

Generate Training Certificate Report

Run the training certificate report to view specific training certificates.

Generate Training Event Report

Run the training event report to view all training events, their topics and CEU hours, for a specific site.

Generate Training Progress Report

The training progress report shows you where employees are current at concerning their required professional standards training.

Generate Expiring Certificate Report

The expiring certificate report allows you to see employees certificates and see when those certificates will expire.

TRAINING CONFIGURATION

Adding A Training Topic

Quickly see how to add a training topic, subtopic, and how to make the training active.

Adding A Training Subtopic

Quickly learn how to add a training subtopic.

Adding A Training Method

Add a training method to designate if a training is classroom, webinar, or some other style of training.

Adding A Training Source

The training source lets you determine if a training is created by the district, state, or some other source.