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Team Leads

Assign a team lead to help coordinate your team on site. From the Workstaff mobile app, team leads can manage shift tasks, start team conversations, and help track staff time. Timesheet approval depends on your time tracking settings.

Assign a Team Lead​

The team lead role is set on a person's booking. Follow the steps in Choosing a Team Leader to enable Team Lead? after booking them on a shift.

Track and Submit Staff Time​

Team leads can clock staff in and out and submit timesheets on their behalf from the mobile app:

  1. Open Today and tap Track Time for the project.
  2. Tap Clock In next to the person's name when they arrive.
  3. Tap Clock Out when they finish their shift.
  4. Submit their time entry after clocking them out, or return to submit it later.

If you want staff to go through a team lead for all clock-ins, clock-outs, and timesheet submissions, select Via team leads only in your time tracking settings. With this method, staff cannot submit their own timesheets.

This tracking method and the permission to approve time are separate settings. Choosing Via team leads only does not by itself enable timesheet approval by team leads.

Allow Team Leads to Approve Time​

To let team leads review and approve staff timesheets:

  1. Go to Settings > Account and find Time Tracking.
  2. Enable Team leads can approve time.

For a specific project, open the project's Settings > Time Tracking to configure this permission there. Project settings override the account defaults.

When this option is enabled, team leads can review and approve time entries for others in the mobile app under Today > Track Time. Their own time submissions are also approved automatically. If you disable it, managers remain responsible for approving timesheets.

See timesheet approval by team leads for the related setting and timesheet submissions for the manager's review workflow.

Manage Shift Tasks​

For their team's shift tasks, team leads can:

  • Assign or reassign a task to another team member.
  • Mark tasks as completed, including on behalf of someone else.
  • Remove a task's completed status when needed.
  • Receive notifications when team members complete tasks.

See team lead permissions for shift tasks.

Communicate with the Team​

Team leads can start a conversation with the project team by tapping Team Chat in Today. See team chat in the mobile app.

Share a Clock-In QR Code​

When you use Via QR code only, team leads can show the project's QR code on their phone for staff to scan. See clocking in with a QR code.

Configure Team Lead Premiums​

You can set up a premium that applies automatically when someone is designated as a team lead. See automated premiums.