Employee teams

Employee teams can be set up by client admin users for their own in-house employee teams and by service providers for their own employee teams. Once a team is established and remits allocated to team members or to the team as a whole, works enquiries and orders can be issued for inidividual team members or for the team in general.

Orders that have been issued to a team can be re-assigned to an individual operative as required.

Setting up client (internal) teams

Only client admin users can set up teams for thier internal workforce. Employee teams are set up from the client's home page. Start by clicking the Home button on the start screen.

Go to Client home

Click the Client button to confirm your choice

The client home record

On the client home card, click the employees tab

The employees tab

The employees tab has 2 sub-tabs, one to list all employee teams and one to list all employees, whether they are assigned to a team or not

Add a new team

To add a new team, click the New button on the teams tab. A new line will be added to the teams list - edit the name by typing into the name field. To view the team card, click the Goto button on the approriate row (1)

The employee team card - team leader

On the team card you can set start and end dates for when the team is active (1). You will only be able to allocate orders to this team if it is active.
You can also indicate who the primary contact is for the team by clicking the change button next to the leader / primary contact field (2). Select a new contact from the list and click Confirm to allocate a new primary contact.

To add an employee to the team, click the New button on the team members tab list (3)

NOTE: The team leader will be able to review all orders sent to any team members, thus providing an oversight of all activity for their team

Add an employee to the team

Confirm by clicking the Yes button

Select employee to add to the team

Select the employee to add to the team by clicking the target button on the appropriate row - the employee will be added to the Current selection list at the bottom of the screen. Click the Confirm button to add the employee.

Employee added to team

The employee selected in the previous step has been added to the Catering team. Add other team members in the same way.