General
Editing a User's Anniversary
To Edit A Specific User's Anniversary From the list that is displayed find the employee that you wish to edit and click on the edit Icon (pencil) on the right side of the employee's name. You can 1: search for the user in the search bar and 2 - edit ...
Managing birthday and anniversary automations.
As a program administrator, you have the ability to manage settings corporately. This includes setting the system to automate anniversaries and birthday recognition (with or without points). To access birthday and anniversary automations: From here ...
How To Self Register And Create An Account
If you are an employee of a client who is using the self-registration system, you will need to follow these steps to create your account: On the login page, on the bottom right, they will see the words Register Account. When they click on Register ...
Managing birthday and anniversary automations.
As a program administrator, you have the ability to manage settings corporately. This includes setting the system to automate anniversaries and birthday recognition (with or without points). To access birthday and anniversary automations: From here ...
How Do I Know If My Employees Are Logging Into And Using Teamo: Assessing Employee Program Engagement
As a program administrator, you can see how often your employees are logging into Teamo. To do this: Click on INSIGHTS on the top of the left menu: From the insights reporting page click on ENGAGEMENT: Once you click on this, you will see a list of ...
How to Configure Program settings Corporately (display postings etc.)
As a program administrator, you have the ability to manage settings corporately. This includes specific displays such as anniversaries or specific rules such as allowing posts to the TeamBoard. To access your control menu, while you were logged into ...
How to Create and Manage Challenges as a Manager or Administrator
Using Challenges is a great way to engage your team and to accomplish specific tasks. Users are assigned challenges and check off each task as they are completed. Once a user has completed a challenge, the manager who created the challenge logs into ...
How Do I Change A Users TeamPoints Allowance?
If you are looking to learn more about how TeamPoints works and how to set up TeamPoints, please see this article first: What are TeamPoints and How do They Work? Once you have set up TeamPoints and set your user's default points allowance, you can ...
How to View Company Point Transactions and Points History
To view all company transactions: 1. Go to REPORTS on the main menu 2. Click on POINTS HISTORY 3. From there you will see all points transactions. You can use the filter tools above the report to narrow down your search by Person, Division, Location, ...
Managing Notifications and Unsubscribing from emails.
Your program is equipped with various email notifications which are designed to keep you informed or notified of activities and changes within the program. You are able to determine which notifications you would like to receive and which you would ...
TeamPoints vs Business Points
As an Administrator, you can issue Merits and attach points to each Merit from either your TeamPoints allowance or directly from the main business account. When issuing merits, you will be asked to choose either to use your TeamPoints or Business ...
Teamo User Roles
As a client you have three main user roles, each role has access to different program functions and reports. The chart below shows you what each user can do: Feature Business Manager Collector Program Setup and Configuration Change system ...
Deleting Comments and Posts
Administrators and managers have the ability to delete posts and comments as needed. In order for a manager to delete a post, the Administrator must have enabled Managers to delete posts in program settings. To do this go to the COMMUNICATION link on ...
How to send welcome or introduction emails to new employees
When you add a new employee into the system you can send them a welcome email that explains the program to them. To do this: Click MANAGE PROGRAM= Choose MANAGE MEMBERS from the drop down. Search for the user and click EDIT (pencil button) on the ...
Creating or Updating Your RSS Feed
If you wish to use an RSS Feed for another site you can create or modify your RSS feed. To do so: 1. Click on your Avatar on the top right. 2. Click on MY BUSINESS. 3. .Click on the building icon to enter your business preferences. 4. Click on ...
Deleting, Undoing or Reversing Point Transactions.
Occasionally points may be issued in error or in duplicate. If this ever happens, you can easily fix it. An administrator can delete (reverse) points transactions within the system quickly. In order however for a transaction to be reversed, the user ...
How to remove an employee from the program
When an employee is no longer employed by your group, it is imperative that you remove them from your program. Removing them from the program does not delete their account as they still have access to the points that they've earned. Removing the ...
Assigning an employee to a division
As a program administrator, you are able to assign employees to divisions that have been created within the program. to do this: Select MANAGE PROGRAM. Select MANAGE MEMBERS. Select EDIT next to the employee that you are wanting to assign to a ...
How to Customize Your Login Page
For clients not using SSO, you can now create a custom branded URL and login page. See this example: To create your login page: 1. Log into Teamo and click on your Avatar top right of the page 2. Click on MY BUSINESS: 3. In the business setting page ...
Invitation/Self-Registration Code
Each client account contains its own unique identifier code. This code is used for registration of employees and to ensure that all activity within an account is attached to the right business. The code is automatically applied when an employee is ...
How to manually add an employee to your program, have an employee self register, or send an employee a Welcome introduction email.
If you have a large number of employees to be added into the system at once, we are happy to help you with that, but many times you will only have one or two or a small number of employees to add. It is often quicker and easier to do it directly ...
How to Merge Duplicate User Accounts
Sometimes a user will register with one email address, while the client uses another to register that same user, resulting in a duplicate account. The good news is that this is easy to fix. Step 1: Search for the user account you wish to merge (i.e. ...
How to add/edit/change an employee's anniversary date or employee number
To change the anniversary date of an employee, when you were logged into your account as an Administrator (Business Level), click on the left side menu tab MANAGE PROGRAM. Then click on MANAGE MEMBERS. From the list that is displayed find the ...
What are TeamPoints, how do they work and how do I manage TeamPoints corporately?
TeamPoints is a peer-to-peer component that if enabled under Program Settings, allows employees a set number of points that they can award to other employees. The goal if this module is to encourage employees to recognize each other and foster ...
How to Manage/Edit Merit Badges
The merits that are preloaded into your program can be changed or edited to suit your individual needs. Whereas you are not able to change the merit icon, you are able to change the merit title and description if you a have business (Admin) status ...
View and Manage TeamPoints Accounts
TeamPoints is a points allowance that each person can receive that they can use to recognize others when issuing a Merit (recognition). TeamPoints can have allowances that are set: By Month By Quarter By Year Once a user has issued all their ...
How to Issue Points (Merits) to Employees
Issuing points is a simple process: Step 1: Make sure you are on the TeamBoard (click on TeamBoard to get there) then go to the RECOGNIZE SOMEONE on the top of the page. In the RECOGNIZE SOMEONE type the person's name. If you want to recognize ...
Removing Employees From A Merit Where Multiple People Were Recognized
If you have issued a merit to multiple people, you can remove one or more employees from the recognition. To do this you must be the person who issued the merit. From the TeamBoard find the merit issued and click on "+ (number) more" or click on ...
Temporarily Deactivate or Reactivate an Employee Account
There may be occasion where you want to temporarily remove someone from the active program but not remove their account entirely from the business. This feature is helpful for situations where an employee may be entering into a long or short term ...
How To Order Points and View Past Invoices and Orders
To Order Points: There are two ways to order points: 1. From the main screen click on ORDER POINTS on the top left of menu: 2. Ordering from the VIEW INVOICES page by clicking on ORDER POINTS: On the order points page: Enter the number of points you ...
Manager Roles and Features / Create Teams
If you have been made a manager of a group or division you now have the ability to perform several functions. Below are the key differences you have as a manager along with the support guide to do each one: Add members to your team. Create ...
Edit User Profile, Change User Role, Remove Users From the Program or View List of Active Employees
Managing or viewing active users is simple and quick to do. In the system you can: View a list of all active employees and current account balances. Add new users. Modify a user's information including email address, passwords, mailing address and ...
Creating, managing and viewing users
Managing or viewing users is simple and quick to do. In the system you can: View a list of all active employees and current account balances. Add new users. Modify a user's information including email address, passwords, mailing address and more . ...
How to create and manage polls.
Using polls is a great way to gather feedback about specific topics. You can deploy polls to individual users, departments or to specific locations. Creating A Poll To create a poll: 1. Go to COMMUNICATION on the main menu. 2. Click on MANAGE POLLS: ...