WinTeam Reviews

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.

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.

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.

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.

I use so many functions with this product that it is hard to list everything I love. This is the product I use the most and everyday. This helps me see hours worked, process payroll, record deposits, print reports and also find eligible employees for health benefits. One program to do it all.

There are times that WinTeam freezes. This is not helpful while in the middle of a batch of payroll checks or even putting in a deposit. Generally it takes about 5 minutes to reset itself.

Training, when in a training class they can log onto our system and show you the how to's on the subject/module you are using

Would like to have more training sessions with no cost, also some of the reports are missing information that is needed and or to extend to have more information put in

I like that you can several tabs open at a time and depending on the amount of users I can have multiple company databases open as well. I find the overall software easy to use. I jump from A/R, A/P, Inventory, Job costing, Human Resources and payroll daily and find that I can get virtually anything I need from multiple reports.

I don't like the way it sorts numbers. It doesn't sort sequentially it sorts by digits. For instance, my inventory codes will sort 10099 and then it goes to 101, 1010, 1011 and so on. After 1019 it goes to 102, 1020,10204. It sorts based on the value of each digit. This makes it difficult to find inventory items when you have a large warehouse database.

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

the ability to work with developers to modify the software

alot of areas of the software are not tailored to my business, I feel like whoever created the software does not fully understand our industry. more effort need to be made to really understand what we need so and for it to be implemented without cost to use. I do not like the idea portal/do not have time for it.

It is user friendly and easy to move around in. Entering data is very simple. Onboarding new employees from Kwantek is a plus.

Not history driven so any date can be used without reason. The benefits portal is not very user friendly and very hard to figure out. Doesn't have a way to fix data entered wrong. Reports are not easily produced within the system itself. Haven't experienced using the BI module yet.

I like the fact that you can use WinTeam software to run your whole company. Only one software for all the departments such as HR, Accounting, Schedules, Payroll etc.

There not to much that I lease like but what I like and don't like make be something totally different for someone else. We all have our preferences.

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.

I can run reports and/or filters for almost any information that I need.

Issues with vacation hours for rehires/returning team members - there's always a problem.

Our company has been using WinTeam since 1989. It provides data and information to grow your business and make each job profitable.

I wish BI and WinTeam were more integrated to allow for easy creations of reports and access to various information across data tables.

It does everything my company needs it to do and then some. The support team is prompt, kind and very fast to get you the help/answers you need.

Having the ability to track changes and who made the changes could be better

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.

The software is mostly intuitive and straightforward. Plus TEAm Software is constantly driving to improve and add value to the system.

It can be tedious to set up the background functions, but once they're 7there you're set.

Very user friendly. Includes everything needed for our business regarding scheduling, AP and AR.

I have very little to complain about. We wish that the Payroll processing included additional features and was more like a Payroll Processor. We are actually looking at using an outside vendor for our payroll and taxes.

I think one of the best things about WinTeam is its user friendly interface. The reports I am able to run help me with scheduling and payroll on a daily/weekly/monthly basis.

My only complaint would have been the lack of information shared from WinTeam to EHUB. After attending the conference this year I learned about the ways the Team is making those two systems run together. We've already implemented a few different things we saw at the conference!

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.

Since we started using WinTeam (2007) we have grown to utilizing almost every aspect/function of it. WinTeam has made running our company more efficient than every before!

We could be trained more in modules we don't use regularly.