Audits let you evaluate employees, locations, equipment, suppliers, and more using structured scored questionnaires. You set the questions, mark correct answers, define a goal score, and Teamsly handles the rest — tracking completion and scoring automatically.
Getting There
Go to Audits from the left navigation → click Create Audit in the top right. To edit an existing audit, hover over it in the list and click the pencil icon.
Step 1: Choose What to Audit
Select the subject type for this audit:
Employee — Evaluate a team member's performance, conduct, or knowledge
Non-Employee / Person — Audit a vendor, contractor, visitor, or any non-staff individual
Place / Location — Inspect a physical space such as a dining area, kitchen, or storage room
Thing — Audit equipment, vehicles, inventory, or any physical object
You can also click Create audit with AI at the bottom to have Teamsly generate the audit for you based on a description.
Step 2: Create New or Start with a Template
Choose Create new to start from scratch, or Start with template to browse Teamsly's built-in audit templates. Templates are organized by subject type and give you a fully built audit you can customize.
Step 3: Build Your Questions
In the audit builder, the left panel shows your question list and the right panel shows a live preview. Click + Add Question to add fields. Available question types include Yes/No, Single Select, Multiple Select, Text, Number, Rating, Date, Checklist, Task, File Upload, Image Upload, Signature, Location, Header, and Description. Drag questions to reorder. Toggle Required to make a question mandatory.
📋 Scoring is question-level, not audit-level. Only questions where you've marked a correct answer contribute to the score. Questions like Text, Rating, and Location are never scored — they're always informational.
Step 4: Configure Audit Settings
Click Settings in the top right of the audit builder. Options include:
Audit Name — Rename the audit at any time
Role — Restrict which role can complete this audit
Goal — Enter a score out of 100 that the employee must reach to pass. Scores below goal show in red; scores at or above show in green.
Allow employees to create — When enabled, employees can self-initiate the audit from their Available tab
Assign to shifts — Automatically assign when an employee clocks into a specific shift type
Reminders — Send notifications at shift start or X hours before end of shift
💡 Setting a Goal is optional. If you leave it blank, the audit still tracks completion and records answers — it just won't show a pass/fail indicator.
What to Read Next
Need help? Click Book a Call in the top right of the app to talk with the Teamsly team.