Employee teams can be set up by client admin or manager 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 individual 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.
Helpdesk issues can also be assigned to a team rather than to an individual, provided that the 'shared access' checkbox is ticked on the relevant team record. This allows any member of the team to assume control of any open Helpdesk issue.
Client admin users, Providers and Managers with Qualifications access can set up teams for their internal workforce. Employee teams are set up from the Client's home page, the service Provider's home page or the Manager's home page. Start by clicking the Home button on the start screen.
NOTE: If your home page setup does not include the main Home button you can also use the mini home button that is visible on all screens.
Click the Client button to confirm your choice or if you are a Manager click the Manager option.
NOTE: Service Providers have similar options. Managers with access to employee records can similarly access the employee teams on their manager home.
On the home card, click the employees tab
The employees tab has sub-tabs which can include:
NOTE: To add employees to teams the relevant contacts must be already set up as employees! To do this, please review the lesson on adding employees
To add a new team, click the New button on the teams tab.
Confirm the new team details.
The fields for employer, team name and active from (date) are required.
Only select the site if the team is to be restricted to activities on a specified site.
Click Confirm to add the team.
The team card gives details of...
You can indicate who the primary contact/team lead is for the team by clicking the change button next to the leader / primary contact field (4). Select a new contact from the list and click Confirm to allocate a new primary contact.
Similarly you can assign a team to a specific site only using the change site button to the right of the site field (3).
To add a new team member to the team, click the New button on the team members tab list (11)
NOTES:
Click the add team member button.
If you are logged in as anything other than a Manager, please note the stipulation that only employees can be added to teams.
If you are logged in as a Manager then you can also add external service providers with remits to internal teams where required.
Click Yes to continue.
Select the employee (or service provider) 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.
The contact selected will be added to the team. Add other team members in the same way.
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