As you log in for the first time, you’ll complete a quick step to review your location and staff data. This is a standard part of the setup — and it plays a key role in making sure your scheduling experience is smooth and accurate going forward.
To get things ready, we pulled data from different systems your organization uses and mapped it to your scheduling setup. Since this involved stitching together info from multiple sources, some details may need a quick adjustment.
That’s where your review comes in. Just a few minutes of validation now helps ensure everything’s lined up correctly with your location, staff, and provider listings — saving time and reducing hassle later.
Step 1: Access the Schedule Screen
- Log in to your account.
- Your landing page will be on the schedule screen in day view.
Step 2: Check Assigned Locations
-Look at the Location box next to the Day option at the top left of the screen.
- Open the drop-down menu to check the locations assigned to you.
- Confirm that all locations you are directly responsible for are listed.
You may also see additional locations outside your direct responsibility — this is expected and intended to provide greater flexibility for coverage.
-Note any locations that need to be added.
-After completing the full review below, submit a support ticket for any location additions needed (e.g. any locations you're directly responsible for that are NOT listed).
Step 3: Review Staff & Providers Assigned by Location
- Return to the office/location drop-down menu and choose the first appropriate location that is applicable to you.
-To view your current staff list, scroll to the right of the screen and click on “Add shift”. Then click “Available Staff”.
- In the pop-up screen first be sure you have lighted any business day (Mon-Fri).
- Please note that if you are doing this validation exercise on a weekend day, the highlighted day will need to be clicked “off” and then you must click “on” a business day.
- Scroll down and ensure the default of “08:00 AM – 05:00 PM” is selected.
- Next click on “Search Availability”.
- You’ll then see the list of all staff who are presently available to work at this location.
- You can sort the list to be alphabetical by first name by changing the sort to “Name” or by role by changing the sort to “Staff Role + Name”.
- Review the entire list. Be sure to document those staff members that are NOT listed but SHOULD be assigned to that location
- Now proceed to reviewing your Providers list. Similar to staff, you’ll need to document the listed Providers who aren’t listed but need to be added to that location. The only difference this time is to choose “Providers”.
Step 4: Review Staff Availability for EACH of your team members. Please note that this step will only apply to locations and staff that have Saturday and/or Sunday hours. The default availability for everyone in TeamBuilder is Mon-Fri. (Skip this step if you have no Saturday or Sunday hours)
- Go to the availability tab to view staff assignments.
- Ensure it defaults to 'all staff' and 'all' for account status.
- Staff will be listed in alphabetical order by last name.
- Begin by clicking on “See Availability”.
- To add a weekend day first confirm the “Location” and then click on the pencil icon to the right.
- Click on the day you would like to add.
- Finally, scroll to the bottom and click on “Edit”.
- Confirm that the updated availability is correct.
Step 5: Submit All Your Changes for Staff/Provider and Locations via Support ticket (see required ticket information below)
- Go to the top right of the screen and click on your user profile area.
- Click on 'support' and then 'submit a request.'
- Choose 'general help request' and fill out your basic information (email, full name, subject).
-In 'Additional detail' box, fill in the following information:
Location Name (List each location separately along with the staff/Provider under each that need to be added/deleted. Only include the sections below that apply)
Staff or Provider to Add:
- Full Name
- Availability (e.g., M-F 8am–5pm)
- Employee ID:
- Email:
- Role:
Staff or Provider to Remove:
- Full Name
General Tips for submitting support tickets during this data validation exercise:
- Submit all changes on one support ticket following the ticket structure above. Simply list each location separately with staff/provider or location requests grouped beneath it
- Only include sections that are applicable for each location
- For staff adds, please include availability, employee ID, and email if known