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Choosing Which Teamsly Modules to Use

A plain-language guide to every Teamsly module to help you decide which features are right for your business

Teamsly is built so you only turn on what you actually need. Every module is optional — you can start with just the core features and add more as your business grows. This guide walks through each module, what it does, and who typically benefits from it most, so you can make the right choices for your team.

💡 To turn modules on or off, go to Settings → Modules on/off. Changes take effect instantly for everyone in your account.

Scheduling

What it does: Lets you build and publish weekly schedules for your team. Managers can create shifts by role, assign employees, use AI to auto-fill the roster, set up recurring shifts, use schedule templates, and send shift alerts when coverage is needed.

Who it's for: Any business that needs to coordinate when employees work. This is the core of Teamsly for most teams.

Time Off

What it does: Lets employees submit time off requests (PTO, sick days, personal leave) through the app, and gives managers a place to review and approve or decline them. You can also set up time off policies.

Who it's for: Any team where employees need to request leave through a formal process instead of via text or email.

Timesheets

What it does: Tracks when employees clock in and out, records breaks, calculates overtime, and gives managers a timesheet review tool before payroll. You can enable the mobile time clock, GPS tracking, geo-fencing, and enforcement rules like auto clock-out and late flags.

Who it's for: Any business that needs accurate records of hours worked for payroll, compliance, or labor cost management.

Courses & Quizzes

What it does: Lets you create training content for your team. Quizzes are scored assessments — employees answer questions and you can see how they did. Lessons are unscored training modules for sharing knowledge and best practices. You can assign both to employees directly, via a shift, or automatically by shift type and day.

Who it's for: Businesses with onboarding needs, compliance training, or who want to standardize how their team learns procedures and products.

Audits

What it does: Lets managers create scored audit checklists and assign them to employees, non-employees (like vendors or visitors), locations, or specific things (like equipment). Each audit has an optional goal score out of 100, and results are tracked over time.

Who it's for: Businesses that run regular inspections, quality checks, or compliance reviews — common in restaurants, healthcare, retail, and facilities management.

Forms

What it does: Lets you create digital forms of all types — checklists, surveys, standard forms, and task lists. Forms support 15 field types including text, numbers, ratings, yes/no, file and image uploads, signatures, and location capture. Assign to employees manually, via a shift, or automatically.

Who it's for: Any team that currently uses paper forms, spreadsheets, or manual checklists to capture data. Great for opening/closing checklists, incident reports, daily logs, and customer feedback.

Jobs

What it does: Gives you a central place to manage work orders and jobs from start to finish. You add the job — including customer details, address, equipment needs, and crew notes — then assign the employees you need. When you save the job, Teamsly automatically creates the shifts in the schedule and assigns them to the employees you picked. Those employees can then swap those shifts just like any regular shift.

Who it's for: Field service businesses, construction crews, moving companies, cleaning services, and any team that dispatches workers to specific job sites. Also useful for any business that manages distinct work orders or projects.

🔧 The Jobs module includes geo-fenced clock-ins — employees can only clock in when they're physically on site, keeping time and attendance accurate.

Tasks

What it does: Lets you assign tasks to employees or attach them to shifts. Tasks can be one-off or recurring, and you can track completion from the manager view. Unlike Forms, Tasks are simple to-do items rather than structured data collection.

Who it's for: Teams that need a lightweight way to make sure daily or weekly tasks get done — opening duties, prep work, closing checks, and similar recurring responsibilities.

Job Codes

What it does: When employees clock in, they can select a job code to indicate what they're working on. They can start and stop multiple job codes within a single shift — for example, switching between different tasks, clients, or cost centers throughout the day. Time tracked per job code shows up separately in timesheets and reports.

Who it's for: Businesses that need to track labor costs by project, client, or task — common in construction, field services, healthcare, and any business billing time to multiple cost codes.

📊 Jobs vs. Job Codes: The Jobs module is for managing and dispatching entire work orders to crews. The Job Codes module is for tracking how individual employees split their time during a shift. Many businesses use both — or just one depending on how they operate.

On-Call Shifts

What it does: Lets you schedule employees for on-call coverage and configure how that time is paid. You can choose between no stand-by pay, a flat stipend per shift, or an hourly rate, and set a pay multiplier for when an on-call employee is actually called in to work. On-call time appears as its own row on timesheets and doesn't count toward overtime.

Who it's for: Healthcare, emergency services, hospitality, and any business where staff need to be available outside of regular shifts without necessarily working.

What to Read Next

Not sure which modules are right for your business? Click Book a Call in the top right of the app — the Teamsly team can walk you through the best setup for your industry.

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