01What it is
Team is the register of employees who do work on jobs, have visits in the schedule and log working hours. Every employee belongs to a location.
An employee is not the same as a sign-in account. Accounts are created in Settings › Users, and an employee can be linked to one account.
- A PEOPLE REGISTER
- Role, location, employment type, skills and contact.
- LINKED TO AN ACCOUNT
- An employee with an account sees their jobs and logs time.
- HISTORY PROTECTED
- An employee with entries on jobs cannot be deleted.
02What it is for
Who does what
Team members are picked on the job work list and on visits.
Working time
Working hours are logged per employee.
Several locations
The team list shows the people of the location chosen in the top bar.
Contact just in case
An emergency phone and skills for every employee.
03Main options
Team is the staff list and the employee window.
Who works in the location
Tiles: number of employees and number active.
- Employee with role, location, employment type, start date
- The list for the location chosen in the top bar
Employee details
Name and location are required.
- Role and an optional account in the system
- Phone, e-mail, employee code, employment type, dates from and to
- Skills, emergency phone, active in the team, note
04Tasks step by step
- STEP 1Open Settings › Team and choose Add employee.
- STEP 2Enter the name, pick the location and role.
- STEP 3If the employee will sign in to the app, pick their account in Account in the system.
- STEP 1Open the employee and untick active in the team, or enter an end date.
- STEP 2An employee with entries on jobs, visits or working hours cannot be deleted, so their history stays.
05Actions
The most common tasks around the team.
Add employee
A new person in the team.
Link to an account
The employee sees their jobs.
Location team
The list for the chosen location.
06What it connects to
Choose a module to see where your people work.