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Tutorials

Teambridge tutorials

Tutorials explain how to configure a specific operating pattern. Each guide starts with the business problem, then connects records, fields, rules, access, workspaces, and expected outcomes.

Configure shift eligibility and auto-rejection

Use this when schedulers are reviewing requests that should be blocked automatically.

  • Identify the rule: overtime, location, credential, role, or client requirement
  • Make sure the required fields exist on Users, Shifts, Locations, or Roles
  • Create the condition that evaluates the request
  • Choose whether Teambridge should block, flag, or route to review
  • Test one eligible and one ineligible worker before turning it on

Policy

Auto-reject ineligible requests

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Policy

Auto-reject overtime

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Use performance tiers to control access

Use this when you want high-performing workers to receive earlier access, auto-approval, or priority workflows.

  • Create tier records such as Gold, Silver, and Bronze
  • Add an Employee Tier field to Users
  • Add accepted tiers to Shifts
  • Roll up late, no-show, and cancellation counts
  • Create automations that move workers between tiers
  • Use tier filters in open-shift access or approval rules

Performance

Employee tiers

Watch video

Performance

Attendance status and tiers

Watch video

Capture mobile field activity

Use this when completed work needs to become a real-time operational record, not a paper note.

  • Decide what activity should be captured during the shift
  • Attach tasks, forms, surveys, or content to the mobile experience
  • Scope visibility by access group, facility, or role
  • Store submissions against the related worker, shift, or location
  • Review activity in admin dashboards for quality, billing, or compliance

Field activity

Assign tasks to shifts

Watch video

Quality

Facility survey

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Mobile content

Self-serve information

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Connect worker submissions to payroll and billing

Use this when callbacks, reimbursements, seniority, or activity logs should affect pay and bill outputs.

  • Create fields for the submission details and status
  • Make the mobile action available to the right access group
  • Route new records to an admin review workspace
  • Define what happens when a submission is approved
  • Validate how the approved record appears in payroll, billing, or reporting

Payroll

Callback adjustments

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Payroll

Reimbursements

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Payroll

Seniority-based pay

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