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Teams

Organize employees into teams, manage membership, and track team status.

Teams allow you to group employees for organizational purposes, shared scheduling, and management oversight.

Team Statuses

StatusDescription
ACTIVETeam is operational and visible across the platform
ARCHIVEDTeam is no longer active but retained for historical reference

Archiving a team does not change the status of its members. Employees remain active and can be assigned to other teams.

Creating a Team

  1. Navigate to HR > Teams and click Create Team.
  2. Enter the team details:
    • Name -- A descriptive team name
    • Description -- Optional summary of the team's purpose
  3. Click Save.

The team is created with ACTIVE status.

Managing Members

Adding Members

  1. Open the team page.
  2. Click Add Member.
  3. Select one or more employees from the list.

Removing Members

  1. Open the team page.
  2. Find the member in the list and click Remove.

Removing a member from a team does not affect their employee record or employment status.

Team Overview

The team page displays:

  • Member list -- All current members with their roles and statuses
  • Availability -- Which members are currently on leave
  • Team agenda -- Shared calendar view (see Team Agenda)

Archiving a Team

To archive a team that is no longer needed:

  1. Open the team page.
  2. Click Archive Team in the actions menu.

Archived teams can be restored to ACTIVE status if needed.

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