How do I add employees to or remove employees from a team?

There are two ways to add an employee to a team. The first way is to edit the employee’s details and select the team from their record. To do this, go to “Employees” on the main menu and navigate to the employee you wish to add to the team.

Once you reach the employee’s home dashboard, open the employee menu at the top of the page by clicking on the arrow on the right-hand side of the “Employee Menu” heading and select “Edit” to edit the employee details. Scroll down to the “Team Information” panel and select the teams you wish to add the employee to. Finally, scroll to the bottom of the form and select “Update” to store the team information.

The second option, which allows you to add multiple employees at once, is managed from the team page. Select the “Employees” option from the main menu, then select the “View” button alongside the team you wish to work with.

When the employee list appears, click on the “Manage Team Employees” link at the top of the page. You will then be presented with a list of employees with a checkbox to denote whether they are part of the selected team already. Select the checkboxes for the employees you wish to add to the team (or deselect those you wish to remove) and click “Save Changes” to update the team roster.

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