Overview Tab in TeamScore User View
The Overview Tab is the first and default tab you see when viewing a user in TeamScore. It provides key information about the user as well as customizable settings that help tailor how TeamScore displays and calculates work data.
User Information Section
- Position: Editable field where you can set the user's role or position.
- Email Address: Displayed but not editable, since it is tied directly to their identity across integrated services like Google Workspace or Microsoft365 to maintain security and prevent account escalations.
- Status: Dropdown to set whether the user is Active or Inactive.
Region
The region is critical because TeamScore uses it to recognize regional, state, or national holidays where the user is located. Even if the user works a standard Monday to Friday schedule, different locations have different holidays that affect workday calculations.
Administrators or executives can customize which holidays are observed at the account level. For example, certain holidays like President’s Day in the United States can be marked as not observed, making those days count as normal workdays in TeamScore’s calculations.
Time Zone
Assigning the correct time zone is important because TeamScore records work activity through the cloud, which captures timestamps without user-specific time zone information. Selecting a user’s time zone allows TeamScore to translate all activity logs into that local time, helping managers view accurate daily summaries without manual conversions, especially for teams spread across different zones.
Schedule and Goal Settings
- Default Schedule: The schedule used for calculations if no temporary or custom schedule is set for the user (e.g., during vacations or modified work hours).
- Target Goal: This is the expected percentage of scheduled work hours the user aims to achieve daily. For example, if a user is scheduled for 8 hours, the goal might be set below 100% to account for breaks and normal downtime.
The user's daily TeamScore is calculated relative to this goal:
- 100 means the target goal was met exactly.
- Values over 100 indicate the user exceeded their goal.
- Values below 100 mean the user did not meet the target.
Account Roles
Users belong to one account by default. On the left side of the Overview tab, you can see the roles assigned within that account. Administrators and executives can easily add or remove roles, allowing flexible management of user permissions and responsibilities.
Manager and Reporting Relationships
The right side of the Overview tab shows relationships which define reporting structures within the organization:
- Who the user reports to (their manager).
- Who reports to the user (their direct reports).
While usually one manager per user and multiple direct reports are supported, TeamScore accommodates more complex organizational structures with multiple managers per user if needed.
Summary
The Overview tab is a comprehensive place to set and review key user details, regional and scheduling contexts, and organizational structure that collectively help TeamScore deliver meaningful work scores and insights.
Next, we will cover the Scores tab in a separate guide.