Adding and Removing Team Members

Use the Team Maintenance form to add and remove team members using Shop Floor. To access the Team Maintenance form, you must be assigned to the Administrator, Supervisor, or TeamLeader permission group. To add and remove team members using the Time Track module in Infor Factory Track, see Adding and Removing Team Members Using Time Track.

Adding Team Members

An employee can only be a member of one team. If you are trying to add an employee to a team who is already a member of another team, you must first remove that employee from the other team. If a team is currently working any jobs, any employee added to the team will be assigned to those jobs.

To add team members:

1. Open the Team Maintenance form.
2. Optionally, specify a date and time to record for this transaction. The current date and time is specified by default. You can only modify the date and time if your user ID has the appropriate authorizations on the User Extensions form.
3. Specify the team name or team badge ID.
4. Optionally, to view jobs on which the team is currently working, select the Jobs tab.
5. On the Members tab, select Add a New Member. A new line is created in the grid.
6. In the Employee field on the new line, specify an employee ID.
7. On the Members tab, select Save. The employee is added to the team.

Removing Team Members

You can only remove members from teams that are not currently working on jobs.

To remove team members:

1. Open the Team Maintenance form.
2. Optionally, specify a date and time to record for this transaction. The current date and time is specified by default. You can only modify the date and time if your user ID has the appropriate authorizations on the User Extensions form.
3. Specify the team name or team badge ID.
4. On the Members tab, select an employee from the grid and select Remove Selected. Optionally, to remove all employees from the team, select Remove All.
5. On the Members tab, select Save. The employee or employees are removed from the team.

Related Topics

Creating Teams

Deactivating Teams

Teams Overview