Employee Settings > Create & Manage Teams

Teams are a way of grouping employees together and can be used to limit access on jobs; filter a schedule; or for employee reporting purposes. Unlike departments, both employees and group scheduling resources can belong to multiple teams.

In your WorkBook system there will be a default team called ‘All Employees’ and every team member will be assigned to this team. As you add new users to your WorkBook system, they will automatically be joined to this team.

Additional teams can be created in the settings module and are usually controlled by a system administrator, designated role(s) or person(s) within your agency.

CREATE A TEAM

• Go to settings > employee settings > teams

• In the team matrix tab > click the add new team icon

Open

• Enter a name according to your agreed naming structure

• Click ok

Open

ADDING EMPLOYEES TO A TEAM

Once a team has been created, you can then assign the relevant employees to that team.

• Then simply check the box for each employee you’d like to include in the team

MANAGE EXISTING TEAMS

To add/remove resources to/from teams:

• Go to the team matrix tab

• Use the search field (1) or filter (2) to refine the list

• Then simply check/uncheck from each team accordingly

ADDITIONAL FUNCTIONALITY

Aside from creating and deleting a team, you can also perform the following in the Team Matrix tab:

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