Create Teams - Assign employees to teams

Organizing employees into teams enhances collaboration, clarifies responsibilities, and allows for better task management. Here’s a step-by-step guide on how to create teams and assign employees to them.

a)     Go to Team Management

•    Access the Settings page in your admin dashboard.
•    Select Team to create and manage teams.

b)     Create a New Team

•    Click on Create New Team.

•    Team Name: Enter a clear and descriptive name, like “Marketing,” “Sales,” or “Customer Support.”
•    Description: Optionally, add a description to specify the team’s role or goals.
•    Department: Choose the specific department for the team.

c)     Assign Employees to the Team

•    Click on the team you created to open and edit

•    Choose a Team Leader if one employee will oversee the team. 
•    Open the team and manually add employees by selecting from a list of available employees