A new team can be added by going to the Schedule tab, on the left you can add a new team by clicking on the green + button above the current teams.
Then you can manage and add the team.
- Here you name the team.
- Do not show team, ensure that the team is not shown in the schedule and in the timesheet registration. However, the employees do return in the employee list.
- Flexpool allows you to exchange employees between departments.
- The order can be determined in which the teams are shown.
- Choose the color of the team in the schedules.
When you add a new team you can opt for a flexpool. Via a flexpool you can accommodate employees who can be exchanged between multiple departments. You place the flex employee via the teams and permissions in a flexpool in the departments where the employee can be scheduled.
Your flexpool is not visible in your schedule or employee overview. It is therefore not possible to schedule a shift at a flexpool. Your department must at least have one standard team besides the flexpool team.
You can easily invite the employees or directly schedule them for an Open shift or via, + Add shift. Here you can immediately view all available employees and flexpool employees for your department.
A team can be edited by hovering over the team that needs to be altered.
Click on the pencil icon, you will see a window where you can make adjustments or delete the complete team.
To delete a team, click on the pencil and in the following screen on the red bin.
Managing a team
You can manage employees and let them fall under multiple departments by clicking on an employee in the Employee tab and clicking on Teams & permissions.
An overview of all locations and departments will be displayed.
By selecting a team in the Team column, the employee is placed in the relevant team. Here you select the team or teams which this user should appear in the schedule.