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
| Status | Description |
|---|---|
ACTIVE | Team is operational and visible across the platform |
ARCHIVED | Team is no longer active but retained for historical reference |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
- Navigate to HR > Teams and click Create Team.
- Enter the team details:
- Name -- A descriptive team name
- Description -- Optional summary of the team's purpose
- Click Save.
The team is created with ACTIVE status.
Managing Members
Adding Members
- Open the team page.
- Click Add Member.
- Select one or more employees from the list.
Removing Members
- Open the team page.
- 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:
- Open the team page.
- Click Archive Team in the actions menu.
Archived teams can be restored to ACTIVE status if needed.