The Team module is intended to ensure that the company structure is the same in the field and in the software. For example, an employee on Team X will not be able to be assigned to tasks or shifts on Team Y.
1. From the Admin section, click on People and then Teams
2. Click on Create a team or Edit to modify an existing team
3. Then enter the required information on the right-hand side of the screen
The name of the team must be as precise as possible so as not to be confused with another team
The team description allows you to add details about the team's tasks and goals
The import code will be useful to import users' profiles
The person(s) by whom the team will be managed will receive all communications concerning the team
The positions that will be in the team and therefore displayed in the team view.
4. Once the team is created/modified, click on Submit
If you want to create another team right away, click on the down arrow next to submit and then click Submit and create another.
5. Add employees to the team
You can add an employee to the team when creating his or her user profile, but you can also add him or her while their profile already exists.
To see where to add the team to the user profile, go to this article.
To have an employee join a team when he already has a profile, go to the Manage portal and then to the Users module.
Enter the employee's name or code, then click on Edit next to their name. Click on Hiring information and then enter the desired information in the Team text field.
Note : The employee can be part of more than one team