Avis clients sur WinTeam

Love the reporting and tracking capabilities. The most useful reports in my job are the job costing and hours variance reports.

Cumbersome and often unintuitive to navigate. I know t has the capacity to deliver many useful metrics, but I feel I'm missing out due to an inability to run them or even know that they exist. (Customer support is awesome in helping overcome this though).

After we figured out the payroll benefits, it is great now. We had a very rough start on it but learned a lot in the process. Completing the billing and also the ability to email invoices automatically on creation is awesome. You just have to make very sure you do things exactly or it is a mess. I finally learned an easy way to reprint invoices just last week.. Auditing is a breeze in Winteam.. Very easy to trace things all the way through.

Our training 6+ years ago was abysmal. We ended up having to muddle our way through and figure things out on our own for the first year or so. Then we were offered additional training, but had most of it conquered by then. This caused us to do a lot of double work and all.. I still do not like the Other Billing portion, it requires a lot of manual work. And I don't like the limited invoice customization available. I am still having to do some invoices manually in Excel. Invoice Entry can still use some modifications also.

Winteam has a lot of functionality and can handle a lot of our data. In the past year, Team has really made strides in new product development and customer service. The most note worthy enhancement for me was the new AR module with future invoice pricing.

The product is not user friendly. Several processes that should be automatic take a lot of setup on the back end in order to implement. When you call customer service you can get multiple opposing answers to the same questions from different support members. When new modules or features come out there is no training. It would be great if they had a webinar to go through best practices on a new module. It often feels like we are alone in implementing features.

We really enjoy the platform especially the personnel scheduling- it allows us to get a grasp on our profit and loss for each facility we service. It allows us to compare our actual dollar per hour we charge out with what we pay our employees. Secondly, we are strong users of the work scheduler. The ability to ticket our work orders and to close them after has definitely helped our company to become more deficient and effective at servicing our clients.

I can really only think of 3 cons- the inability for our work tickets to print in Alpha order. The second con would that there are not as many keyboard shortcuts as I would like. When I call into customer service for software support- it always feels like they are in a rush and not always happy to hear from their client.

All modules in one place is very important to us. We love having the ability to drill down from the general ledger to the source whether it be fixed assets, payroll or invoices. The software itself is very easy to use and learn quickly.

Employee module could have additional features added. PTO requests and once approved that it populates the timesheets. Expense reporting by the employee that populates their "other comp" for that payroll check. Change of status form that allows management to update an employee file and notifies HR and Payroll once done - items like status change, rate change and job change.

That is had both HR/Timekeeping/Accounting in one package. the one we were using did not have everything we needed, so we were using 2 softwares.

Not all modules are the same. If I am able to double click on one module, I might only have to click once in another module.
Drop downs are not consistent from one module to the next.

I love being able to pull P&L's per job / customer with just a couple clicks! Having all information in one software makes it very nice.

For some of the tasks, there are a lot of clicks to get to the answer... There are also some inconsistencies in report criteria (some I can pull by Region / Tier, others I can't and have to use Supervisor which is very inaccurate).

WinTeam gives you the ability to combine Payroll, AR, AP, GL, QA, and Scheduling all in one place. It's customer support is very knowledgeable and helpful each time I have to use them. Timekeeping is made easy via eHub by TEAM.

There are some features such as Work Scheduling where a large portion of their functionality still reside in the main WinTeam database which is a less "user friendly" interface for those who don't use it everyday.

We chose WinTeam because of the individual modules for critical company functions that flow into each other for a comprehensive overview of the entire company, or any particular department.

Some functions remain clunky and time-consuming, particularly the Insurance Benefits module, to the point where we use our insurance vendor's portal for tracking and reporting. We don't use the Inventory module any more either because the benefit of the module to us did not compensate for how much data entry and maintenance was involved.

I like that the company takes into consideration what the users want and need for their businesses to run smoothly and put it on the path to developing the software even more. The ability to create custom reports and meet with a trainer if you need assistance on any module or setting up a new feature it great! The eHub app is a very useful tool for employees and supervisors to use in the field.

Citrix. This is an extremely "clunky" platform and can be difficult to navigate especially when trying to save reports as the server is hosted elsewhere.

The Payroll, A/P, and A/R Modules are great!

I feel the notifications in TeamTime could be simplified, we have had issues with this since day one and still continue to have issues. Also, on the call review log it should attach the facility to the phone instead of just showing the phone number (example: 304-253-0800 TNCC). There should also be a report that could be printed daily that shows just facilities that were not clocked into at all for the previous night . Our former timekeeping software gave us all these features and in our industry that is a very important piece to making sure our clients are taken care of on a daily basis. It's more efficient to call a client first thing in the morning if a facility hasn't been cleaned rather them calling us because we weren't aware.

It is a great help in organizing and ensuring managers and supervisors maintain appropriate and efficient staffing.

Mostly minor things in setting up schedule pages to better fit the way we use them, but overall it does the job. It can just be frustrating at times , especially if you don't use a function every day/week and you have to remember how to set something up as it is not necessarily intuitive for a non tech guy

WinTeam is a powerful tool for managing human resources. It is so much more than a scheduling tool. I use it to track time off, absenteeism, experience, and certifications. We also use it to track revenue and generate invoices.

Most tools are easy to access, but others like displaying the number of hours worked or scheduled by a specific employee can require multiple steps in order to display the data.

Having used this product since 2013 and have found it to be very good for easily accessing information when needed.

I wish that the user interface was bigger when it comes to inputting information, I use a larger monitor just to see the what I am working on better.

I was able to move from three independent software programs for workforce management, accounting and customer satisfaction that did not communicate with each other to WinTeam that does each of these and each area internally communicates with the other. This is a big WIN for my TEAM.

Complicated to set up. It takes a lot of time to get the information data entry into the system.

It gives me the ability to pull detail payroll information to respond to requests and file reports. It has enabled us to provide detailed financial reporting for multiple sites as well as running general ledger detail reports.

It is a little hard to find the underlying detail for certain general ledger modules.

It has a lot of features that work specifically with our industry and the customer support has been good.

I feel like I am limited on certain things I can do in our sales and work tickets processes. I also don’t like how you can’t use the CRM side of it offline because we don’t always have good cell service.

Ongoing enhancements keep the product up to date with current industry trends as well as labor trends. Full service makes integrating solutions easier

Can be somewhat cumbersome to use and after long term use, transitioning our original set up to be able to work withing the newer modules and features is prohibitive.

The audit trail, and the way that the various modules interact. For example, payroll is pulled from the scheduling and billing is pulled from the payroll. There are no manual entries needed.

There are some things that cannot be reversed without a lot of steps. While this is useful for tracking, it is sometimes tedious.

Searching relevant datas to the jobs that we are currently providing our clienst and giving to employees

upgrade the look of the system to be more engaging

I like how you can double click on blue fields and drill down.

I don't like that pictures cannot be added to work tickets and flow through to invoices.

I like that everything we do is in one program from accounting to payroll to schedules and work requests.

I wish it was a little better on the data entry side where you don't have to use the mouse quiet as much. I would be easier if you could tab from field to field.

Easy to use after some training. Very good at job costing. You can export data from reports or screens to create your own pivot tables

The export of data is csv or xls of raw data

This is a really forgiving software. It's easy to undo mistakes, which happens a lot with new users.

Some of the modules work better than others. Inventory has a limited use for us.

Easy to use. Ability to run a variety of reports.

Lack of customer centric portal. Customer should have a level of access to view certain items such as schedules.

Also need something web based now that work from home is a norm.