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Video library

Teambridge video library

Videos are useful when they explain the product workflow, not when they decorate the page. This library collects the available Teambridge walkthroughs with the operational question each one answers.

20 guides

Scheduling

Filling open shifts

Open a shifts workspace, filter for unassigned work, broadcast to qualified staff, use recommendations, and track acceptance.

2:40 · Watch the recording and explore the guide

Scheduling

Filling last-minute shifts

Recover urgent coverage with automations, policy matches, targeted outreach, and response tracking.

1:55 · Watch the recording and explore the guide

Client operations

Client-created shifts

Let clients or facilities create shifts from a controlled workspace while internal teams keep fulfillment oversight.

4:06 · Watch the recording and explore the guide

Policy

Auto-reject ineligible requests

Block requests that should never reach admin review, such as missing eligibility or client-specific restrictions.

1:36 · Watch the recording and explore the guide

Policy

Auto-reject overtime

Block or flag shift requests that would create overtime, depending on how strict the client or location rule should be.

2:29 · Watch the recording and explore the guide

Compliance

Do Not Return list

Use linked location records and automations to remove access when a worker should not return to a site.

4:00 · Watch the recording and explore the guide

Compliance

Do Not Return list short version

A shorter walkthrough of the DNR configuration and test path.

2:06 · Watch the recording and explore the guide

Performance

Employee tiers

Create tier records, assign workers, count attendance signals, and control shift access by performance tier.

6:49 · Watch the recording and explore the guide

Performance

Employee tiers short version

A condensed version of employee tier setup and eligibility control.

3:40 · Watch the recording and explore the guide

Performance

Attendance status and tiers

Track late shifts, no-shows, cancellations, and facility trends, then use those signals in worker performance tiers.

4:33 · Watch the recording and explore the guide

Mobile workflow

Auto-approve time off

Approve time off automatically for workers in good standing while routing exceptions to managers.

1:57 · Watch the recording and explore the guide

Payroll

Callback adjustments

Let workers submit callback services from mobile so pay and bill totals update from structured records.

2:35 · Watch the recording and explore the guide

Payroll

Reimbursements

Capture reimbursement amount, description, receipt, and review status from the mobile app.

4:31 · Watch the recording and explore the guide

Payroll

Seniority-based pay

Use worker seniority fields and payment rules to adjust pay rates without hard-coded software changes.

4:11 · Watch the recording and explore the guide

Payroll

Seniority-based pay short version

A shorter seniority-based pay setup example.

1:50 · Watch the recording and explore the guide

Field activity

Assign tasks to shifts

Attach service or care tasks to shifts so completed work becomes visible for admins, billing, and compliance.

3:41 · Watch the recording and explore the guide

Quality

Facility survey

Collect structured facility feedback and surface results in dashboards by facility, shift, staff, or quality category.

3:04 · Watch the recording and explore the guide

Access control

Facility access groups

Create scoped client or facility access without exposing sensitive admin settings.

9:40 · Watch the recording and explore the guide

Mobile content

Self-serve information

Publish facility instructions, policy guidance, training content, and process references inside the mobile experience.

3:32 · Watch the recording and explore the guide

Configuration

Blank canvas

Use flexible canvas workspaces for custom content, guides, training material, and operational reference pages.

3:05 · Watch the recording and explore the guide

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