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Adding and Managing Team Groups

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Written by Support
Updated over a year ago

1. Go to ‘Configuration’ and select ‘Team Group’.

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2. To create a new ‘Team Group’ click the plus button on the top right.

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3. On the next screen enter the team name (1), choose the project (2), select the team’s admin (3) and click ‘Add’ (4) to finish.

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Note: The admin should be the person who assists the manager of this team with adjusting targets for new starters, leave, etc.

4. To add a manager to a team group enter the team group details by clicking the magnifying glass next to the team group. Add the person to the team first by typing their name into the white box (1), then select them as manager from the drop down menu(2).

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5. To add a person to a team group click the magnifying glass next to the team group.

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6. In the staff area on the next screen, type in the person’s name (1) and select them. To remove a staff click the ‘x’ next to their name (2).

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Note: Staff should be removed from their existing team before being added to their new team.

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