Welcome to Teamsly — the all-in-one workforce management platform for shift-based teams. This guide gives you a high-level overview of how Teamsly works, who does what, and how to get your account up and running fast.
What is Teamsly?
Teamsly brings together everything you need to manage your team in one place:
Scheduling — Build and publish weekly schedules, manage open shifts, and let AI auto-fill your roster
Time Clock & Timesheets — Track clock-ins and clock-outs with GPS, manage breaks, and export payroll-ready reports
Requests & Availability — Handle time off requests, shift swaps, and availability changes in one inbox
Tasks — Assign recurring checklists and one-off tasks to employees and shifts
Forms & Audits — Create digital forms, checklists, surveys, and audits for your team to complete
Training & Quizzes — Build quizzes and lessons to onboard and train your staff
Team Chat & Announcements — Communicate with your team through direct messages and broadcast announcements
Jobs & Job Codes — Dispatch crews to jobs and track time by task, client, or project
Reports — View schedule summaries, hours worked, quiz scores, audit results, and more
How Teamsly Works
Teamsly has three types of users, each with a different experience:
Administrators — Full access to all settings, billing, and features. Responsible for the initial setup of the account.
Managers — Can build schedules, manage employees, approve requests, review timesheets, and use all operational tools.
Employees — Can view their schedule, clock in and out, request time off, swap shifts, complete forms and quizzes, and chat with their team.
Getting Started: The 5 Steps
When you first sign up, Teamsly guides you through a built-in Quick Start Guide with five steps to get your account ready:
Review your departments and roles — Confirm or update the departments and roles Teamsly set up based on your industry during signup.
Add your employees — Invite your team one at a time, in bulk via CSV, or import from another location.
Add shift types — Define the common shift patterns your business uses, such as Lunch, Dinner, or Closing.
Build your weekly schedule — Set up your recurring staffing needs so you're ready to start scheduling.
Set up your time clock — Choose your workweek start day, payroll cycle, and whether to enable mobile clock-ins and GPS tracking.
You can return to the Quick Start Guide at any time by clicking Quick Start Guide in the top right corner of the dashboard.
The Dashboard
Once set up, your dashboard gives you a live view of what's happening across your team:
Daily overview — Open shifts, shift swap requests, open requests, and availability requests
Scheduled today — A bar chart showing how many employees are scheduled per role
Clocked in employees — A live list of who's on the clock right now, with their role and clock-in time
Quizzes — A completion rate summary for assigned quizzes
Live location map — If live location tracking is enabled, a real-time map showing where your clocked-in employees are
The Mobile App
Teamsly is available on iOS and Android. The mobile app is designed for both managers and employees:
Managers can view the dashboard, create shift alerts, manage requests, and review timesheets on the go
Employees can clock in and out, view their schedule, take breaks, complete forms and quizzes, chat with teammates, and request time off — all from their phone
Download the app from the App Store or Google Play.
What to Read Next
Administrator Quick Start Guide — Detailed setup walkthrough for account owners and admins
Manager Quick Start Guide — Day-to-day operations for managers and supervisors
Employee Quick Start Guide — How to use Teamsly as an employee
Need help? Click Book a Call in the top right of the app to speak with the Teamsly team, or visit our Help Center anytime.