Creating Team in Worksy

Purpose of Team Creation

The admin is able to see the categories to which he has been given access and make it easier to manage & coordinate the team members. Having a team that has members from different reporting persons able to see each other details based on the enabling and disabling of the control switch buttons.

The general rule of thumbs when using a team is as below:

• The admin will be able to see everyone’s attendance
• Admin can see another Admin’s attendance
• Everyone can see each other's attendance if the access is turned on

Step 1

On the left menu, go to Employees. Then, click Team.

Step 2

On the top right corner, click Add New to create a new team.

Step 3

Once clicked you will be brought to the page as shown below. Fill in the Team Name (1) and Team Short Label (2).

Step 4

Next, you will see Access Control settings for five (5) categories. Below are the functions of the two different switch buttons:

• Access: This button is mainly for the Admin of the team where determine the access for the categories
  
  

e.g., When the access switch button is disabled for employee info, the admin of the team cannot view his subordinate’s profiles nor make changes

• View Peer info: This button is mainly for the team members whether to have access to view other team members' details or not based on the categories.

e.g., When the View Peer Info switch button enabled for attendance info, team members can see each other attendance records including theirs, and can make changes too.

Step 5

Next, click on the + Add Admin (1) button to add the admin for the team. Then, select the staff name (2) and click Add Admin (3).

Step 6

You also can assign the leader for one of the admins if the team has few. Click on the Crown icon and then click Confirm.

Step 7

There are two methods to add employees to the team. After you are done selecting employees, click Continue.

• By Employee
• By Conditions

Step 8

Click Save to save the changes you have made to create the team

Step 7

When your new team has been created successfully, this message displayed below will show up on your screen. Close it by clicking OK.