Create a Team

This facility allows you to organise your employees into identifiable groups based on the employee type (eg: agency staff/ bank staff), categorisation of service (eg: adult care/ autism care) or worker preferences (eg: night shift/ day shift).

To create a preferred team, you can follow these simple steps.

1. Select the Teams tab on the Organisation module as demonstrated here. 

2. Click the Add Team button on the top.

3. Input team information such as team name and team description.

4. Invite team members by inputting his/ her email address.

5. Select if the invited worker is a Member or Leader and click the Add button. Only one Leader can be appointed for each team. 

6. If you want to remove an added worker, simply click Remove Member.

7. Once all team members are added, click Create Team. 

8. Your newly created team will be displayed on the Teams tab.

The team information will also be displayed on the roster calendar, offering you clear visibility over the workers’ allocated to shifts. 

 

If you have any questions regarding the process, please contact us.