Assigning Employees to a Team

When a new team is created, existing employees may be assigned to the team. This can be done by payroll representatives and supervisors, using the Employee Teams function.

Tip! When a new employee is hired, they are assigned to the default team as part of the setup process. You can use the Employee Teams function to reassign them to a different team.

To assign employees to a team:

  1. Click on Employee Teams in the menu frame to display the Employee Team Summary page.
  2. In the Department field, select the department which includes the team to which you are assigning the employee. This populates the Team list.
  3. Select the team to which the employee is currently assigned. If you want to assign multiple employees who are currently on different teams, you can click Select All to select all the teams.
  4. Click on the Search button to display the list of employees.
  5. Locate the employee you want to assign to a team, and select the desired team from the drop-down list in the Team field.
  6. You can repeat Step 5 for each employee on the list, as needed to assign them to the appropriate team(s).
  7. When you have made all the team assignments for this employee list, click on the Save button to save your assignments. The following message will be displayed.
  8. Click on the OK button to continue with your next activity, which can be selected from the menu frame, as needed.