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Configure teams

Create teams to group your workforce, assign a shift schedule, and control dispatch rules for more effective scheduling.

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Before you start

• You must have an Admin role.
• Go to Settings → Teams.

The teams list shows each team’s TEAM NAME, SHIFT, RULES, CREATED BY, CREATED AT, and ACTIONS columns. A default team is created automatically when your account is set up, assigned to the default shift.

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Steps

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Create a team

1. Click Add Team.
2. Enter a team name in the dialog.
3. Select a Shift to associate with the team. The shift determines the working days and hours used for scheduling and attendance.
4. Configure any dispatch RULES if applicable.
5. Save.

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Find a team

6. Use Search teams by name… to filter the teams list.

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Add members to a team

7. Open the team from the list using the ACTIONS column.
8. Add team members from the user directory.
9. Save.

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Edit a team

10. Open the team’s edit action.
11. Update the name, shift, or rules as needed.
12. Save.

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Delete a team

13. Open the team’s action menu and choose delete.
14. Confirm. Reassign any members to another team before deleting.

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Export teams

15. Click Export to download the full teams list as a file.

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Result / verify

• The new team appears in the list with the correct shift.
• Members assigned to the team appear under their team in the Attendance view.
• Dispatching respects the team’s shift schedule when suggesting job assignments.

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Troubleshooting

• Attendance not reflecting the correct shift — Open the team and confirm the correct shift is selected.
• Team member not appearing in dispatch — Verify the member has been added to a team and has an active user account.

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Related

• Configure shifts
• Configure skills and certifications
• Invite a team member
• Configure roles and permissions