Create and manage teams

What a team is

A team is a group of employees, for example “Sales” or “Night shift”. An employee can be in several teams. Teams help you find people: the employee list has a Team filter.

Open Employees in the menu of Human Resources, then Teams.

Create a team

1. Click Add new at the top right.
2. Give the team a Title and, if you like, a Description.
3. Under Employees, click Add new, pick one or more employees and click Save.
4. Click Save at the bottom of the page.

You can also put an employee in a team from their edit page, under Teams. See Change an employee’s details.

Change a team

Click the actions button (⋮) at the end of the team’s line and choose Edit.

• To add employees, click Add new.
• To take an employee out of the team, click the bin next to their name. Clear all takes everyone out.

Click Save to keep your changes. Taking an employee out of a team doesn’t change anything else about them.

What you see in the list

Each line shows the team’s Name, its Description, its Created date and how many Employees it has. Click a team to see its members. The pencil next to a member opens their edit page.

Click Search to find a team by its name, and Export to download the list.

Copy or delete a team

In the actions button (⋮) of a team:

• Copy makes a new team with the same members, named with “Copy” at the end.
• Delete deletes the team. Its employees stay in your employee list.

To copy or delete several teams, tick their lines, then use the bar that appears above the list.

Common questions