Team

For operational flexibility, it is always recommended to have team wise structure in any organization. Generally, each team consists of a group of employees who belong to the same department/division and work at the same physical location.

In Team screen, you can create new team in the system. This screen also allows you to modify the existing team details.

To define team:

1. On the System Administration module, click Employee, and then click Team.

2. Enter Entity Name under which the team should be created. You can also click the search lookup symbol to search for operational entity in Operational Entity Search pop up window. Multiple teams can be created under a single operational entity.

3. In the Team Code box and the Team Name box, type team code and name respectively.

4. In the Efforts (per employee) box, type the number of efforts the employee can handle.

5. In the Shift drop-down, select team's shift.

6. In the Status drop-down, select status as Active or Inactive.

7. In the Employees grid, click the Add button to add new row where you can add employees to the team.

8. Select employee code from the drop-down under Employee column.

9. Select the Primary Contact check box against the employee code if the employee is the primary contact person in the team.

10. Repeat the above procedure to add multiple employees to the team.

11. In the Operational Entities grid, click the Add button to add new row where you can map the created employees with their respective operational entities.

12. In the Entity Group drop-down, select the operational entity group. The operational entities available in the selected group appear in the Entity Name drop-down.

13. In the Entity Name drop-down, select the operational entity, which you want to map with the team.

14. Select Include Child Entities check box to include the child entities of the selected operational entity.

15. Click the Save button to create the team and save the details.

To modify an existing employee details:

1. Enter Entity Code or click search lookup symbol against the field to search for the entity in Operational Entity Search pop up window.

2. In Team Code box, type the team code. You can also click to browse for team code.

3. Click the edit symbol against the Team Code field to modify the team code.

4. Modify the required details and click the Save button to apply the modifications. Click Cancel button to cancel the changed details.

Note: As each team comprises of a group of employees so it is mandatory to define employees in Employee screen before creating a team.