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Create teams

This article explains how to create and use work teams in different functions.

Eléonore Prudhomme avatar
Written by Eléonore Prudhomme
Updated over a week ago

By creating work teams in the facility, you can then group together employees who work together at different levels (planning, time clock, reporting), to plan and monitor employee activity in a specific way.

The subjects covered in this article are :

  • Creating and setting up teams

  • Using work teams

Create and define teams

Create teams

Teams can be created from the location settings, by clicking on the cogwheel icon ⚙️ > then clicking on the Team tab in the menu on the left hand side.

Enter the name of the new team in the first grey box "Team name".

Once the team name has been entered, the team is added to the facility.

A second grey box, "Select employees", enables you to select the employees that are part of the team.

Click on the arrow to the right of the box, then choose the relevant employees from the drop-down menu, checking their name to select them, before approving.

💡It is possible to have the same employee in several teams.

💡In the healthcare and retail sectors, a “Team rotation” button can be activated on the right of the line. This feature can be used to define a particular work rhythm for employees in a team, according to weeks A,B ...

👉 Contact our support team for assistance in setting the parameters for this "Team Pattern" feature.

Assign an employee to one or more teams

There are two ways of assigning several teams to a single employee :

  • from the location settings > teams tab > by selecting the employees who belong to each team from the drop-down list in the "this team includes" box

  • from the employee's file > Personal information > at the bottom of the file, in the Access to facilities > Assign to a team Click on the arrow to the right of the "Team(s)" box to select the employee's team(s).

⚠️ If an employee is part of a team working with a defined rotation pattern he can’t be added or removed from an existing team that also has a defined rotation pattern.

Using work teams

Once teams have been created and employees have been grouped by team, it is possible to filter the data on Skello: for scheduling (reading schedules, printing, publishing, monitoring performance indicators), for monitoring working time on the time clock and for exporting the report.

On the schedule, filtering by team enables several actions :

  • create schedules for one or more teams : by activating this filter, only employees who belong to the selected team(s) appear on the schedule. This makes it easier to create schedules for these employees only.

  • print the schedule for the team(s) concerned

  • monitor performance indicators for the team(s) concerned

From the schedule, it is also possible to use the teams through several tools:

  • publish the schedule to the employees of one or more team(s)

  • delete weekly shifts for one or more teams

  • apply a schedule template for one or more teams

⚠️ These features do not take into account the filter activated on the schedule: the team(s) must be selected a second time, even if the teams are already filtered on the schedule.

From the time clock tab

Your employees' working hours can be tracked and approved by shifts from the time clock tab.

A filter is available at the top right of the screen, to select the shift(s) whose working hours you wish to track and approve.

Approval of the day only concerns employees on the filtered shift(s).

From the report tab

When exporting the report, you can filter the employees by teams.

All employees are selected by default: uncheck all, then check the desired team(s).

Levels of permissions and actions

The split of employees into teams can then be used to restrict employee or manager access to team data only.

This setting is defined in the 👉 Permission levels & actions settings

  • For managers, access to data can be for all employees, or restricted to their team(s).

  • Employees can choose to access their own schedules, the schedules of all employees in the facility, or the schedules of other members of their team(s).

⚠️ If access for managers (masters and/or planners) is restricted to their team(s), they cannot see employees who are not in any team.

When adding a new employee, he/she must be attached to one or more teams.

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