Overview Tab in TeamScore User View
The Overview tab is the first and default tab you see on the user view screen in TeamScore. It provides key information about each user and settings that help TeamScore accurately calculate and represent user activity and performance.
User Information Section
At the top of the overview tab you will find essential details about the user:
- Position: Editable field where you can update the user’s job title or role.
- Email Address: This field is not editable because it is linked directly to the user’s identity across all TeamScore services for security reasons.
- Status: A simple dropdown where you set the user as Active or Inactive.
Region
The Region field is very important for accurately accounting for holidays and non-working days based on user location. Different countries and states have unique holidays that impact work schedules. By selecting the user’s region:
- TeamScore automatically recognizes these holidays so they are excluded from workday calculations.
- Administrators can customize whether certain holidays are observed or treated as workdays for the organization (e.g., not counting President’s Day in the US as a holiday).
Time Zone
The Time Zone setting is crucial because TeamScore collects work activity data from the cloud without time zone information. This setting allows automatic translation of activity logs into the user’s local time zone, making it easy to interpret their workday accurately even if they are remote or in a different region.
Schedule and Goal Information
- Default Schedule: The standard work schedule used for score calculations unless a custom or temporary schedule is applied (e.g., vacations, modified hours).
- Target Goal: This is the target percentage of the scheduled work hours that the user aims to achieve in a day. For example, an 8-hour workday might have a target goal less than 100% to allow for breaks and non-working time.
A user meeting their target goal will have a TeamScore of 100 for that day. Exceeding or falling short of this goal will result in scores above or below 100 accordingly.
Roles and Relationships
The middle section varies depending on the account setup:
- Roles: On the left you can see and modify the roles assigned to the user within the account, such as adding or removing roles, which helps control access and permissions.
- Relationships: On the right, this section shows manager relationships. It identifies who the user reports to and who reports to them.
While each user normally has one manager and multiple direct reports, TeamScore supports more complex organizational structures, such as multiple managers for a single user to reflect real-world hierarchies.
Summary
The Overview tab centralizes user identity, scheduling, timezone, role, and reporting information to ensure TeamScore accurately measures work activity and reflects your organization’s structure. Understanding and correctly setting these fields helps you get the most reliable and meaningful user scores.