Managing a team

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Managing a team

Access: Configuration > Reference tables > Teams

The Teams function allows, among other things, to group employees together in the same work team in order to filter the time sheets by team.

hmtoggle_plus1Adding a team

1Click on Create a team.

2In the Team screen, enter the descriptions. If you only enter one description, it will be copied to the missing description once saved.

3If you use the Time Management solution, you can associate a schedule with a team. Click here to view the procedure, or continue to the next step.  

a)Select a schedule in the Schedule field.

b) Enter a date in Schedule start.

Things to remember

The date has to match the day selected in the First day of the week field in the Time management parameters (Configuration > Time management parameters).

4If applicable, click on Add to select, from the Employee list, those who are part of the team.  

5Click on Save.

Things to remember

A team can be made of just one or several employees. However, an employee can only be part of a one team.
hmtoggle_plus1Modifying a team

1If your business has many teams, use the filters to find the desired team.

2Click on the description link to display the Team screen.

3Modify the descriptions, add an employee to the team (Add button) or delete an employee from the team (x bleu).

4Click on Save.
hmtoggle_plus1Deleting a team

1If your business has many teams, use the filters to find the desired team.

2Click on the description link to display the Team screen.

3Delete the employee from the team by clicking on x bleu on the right of the employee.

4Click on Save.

5Click on Delete.

6Click on OK to confirm.

▪It is possible to delete a team only if it is not used to define a position, in the cost distribution of an employee file or in the payroll entry.

For more information

Configuration of the organizational structure - Additional information