Defining Teams

A team is a group of similar employees used for sorting, filtering, and auto-scheduling.

To add a new team:

  1. From the Manage tab, click Teams. Alternatively, from the Schedule tab, click Teams under the Auto Schedule menu option.

  2. Click

  3. Enter the required code and description for the team.

  4. Specify whether or not the team is active by checking/unchecking the corresponding checkbox.

  5. Optionally, you can enter a display sort order value to effect the placement of the team in the teams drop-down list. This is helpful when you have a large number of teams and would like to place the most frequently used team at the top of the list to minimize scrolling.

  6. Click Save.

To add or remove team members:

  1. From the teams list, double click on a team to edit the team. Alternatively, you can select a team and click .

  2. Click on the Employees Tab and check/uncheck each box under Member that corresponds to each employee.

  3. Click Save.