Assigning employees to teams

Once you have created teams, assign the appropriate employees to the teams. This employee team assignment is typically performed in the Employee Import. However, you can do these assignments manually if there is no import process in place.

When assigning employees to teams, you can choose whether the team is the employee’s home team or if the assignment is temporary. An employee must belong to only one home team. However, employees can be temporarily assigned to another team. Temporary assignments occur when an employee is “loaned out” to another team for a defined period of time.

In such cases, the employee is assigned to the other team on a temporary basis (with defined start and end dates and without the Home Team check box selected) while they are still permanently assigned to their home team. Assigning an employee to a temporary team does not affect the home team user’s security relationship with the employee.

To assign employees to teams:

  1. Select Maintenance > Security > Team Security > Team.
  2. Click Edit next to the team to which you want to assign employees.
  3. Select the employees that you want to assign to the selected team using the Employee lookups.
  4. Specify this information:
    Start Date
    Specify the date on which the employee begins as a member of the team. The default value is 01/01/1900.
    End Date
    Specify the date on which the employee is no longer a member of the team. The default value is 01/01/3000.
  5. Do one of the following:
    • Select the Home Team check box if this team is the team to which the employee permanently belongs.
    • Clear the Home Team check box to assign the employee to the team temporarily.
      Note: An employee can only belong to one home team at a time. An employee who does not belong to a team is automatically assigned to the Unassigned Team. The Users at the Root of the Security Hierarchy automatically become the employee’s Users.
  6. Click Save.