Adding employees to a team

  1. Login to the Shop Floor module as Supervisor. The Assignment List or Resource Summary screen is displayed.
  2. Click Team Management on the menu. The Team Management screen is displayed.
  3. Select a team from the list. The team members, employees and the active jobs associated with the selected team are displayed.
    Note: The sequence in which the list of employees displayed in the Available section are:
    1. Inactive employees who are currently not part of a team
    2. Inactive employees who are currently a part of another team
    3. Active employees who are not currently a part of any team
    4. Active employees who are currently a part of another team
  4. Select and drag the employee name from the Available section to the Team Members section.
    An employee is added to the team and starts any job which the team is currently running. If the employee had previously been part of another team, they are automatically removed from the team. An employee previously been a part of another team is automatically removed from the team. An employee previously been active on any job(s), whether as part of a team or independently, are stopped.