How_do_I_add_a_team_

How do I add a team?

Set up teams to group employees who will be working together on a project. You can create a team, assign a supervisor, and assign team members. 

  • Team. Includes the supervisor and team members in the team. 

  • Supervisor. An employee or employees who oversee and manage the team members in the the team. 

  • Reports to. An employee who oversees and manages the supervisor. 

 

Use Payroll to assign employees to a team. Teams are organized by department. You can assign more than one supervisor to a team and you can create teams that include employees from different departments.

 

Adding a team

1. Open Connect Payroll > Organization > Teams.

2. Click New (CTRL+N).

3. Enter the team name.

This is the team name that displays in lists and fields that show teams. Teams will be sorted by department and supervisor.

4. Enter the department name.

You can assign the team to a department. Only employees who are assigned to the department can be assigned to the team.

5. Enter the team's supervisor.

You can pick a supervisor who is responsible for the team. You can assign multiple supervisors to a team.

Select button for Supervisors


6. Enter the supervisor's manager.

This is the person the supervisor, or supervisors, reports to. This individual does not need to be a department manager.

 

7. Assign departments to the team.

Teams can be limited to a single department or you can assign several departments to create a cross-functional team with tasks that involve employees from more than one department.

Select Departments button


8. Click Save (CTRL+S).

The new team is saved.

 

 

 

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