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How to use teams?
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Written by Badïa
Updated over a week ago

Why is this important?

The creation and use of work teams in your establishment enables you to group together employees who work together at different levels (schedule, time clock, report). This makes it easier to schedule and monitor employee activity in a specific way.

Once teams have been created and employees grouped by team, you can filter the data on Skello: schedules, time clocks, reports, etc.


How to use teams on the schedule?

  1. To apply a filter to the schedule, click on the filter icon in the toolbar at the top right of the schedule.

On the schedule, filtering by team enables several actions:

  • Create schedules for one or more teams only.

  • Print the schedule for the team(s) concerned.

  • Monitor performance indicators for the team(s) concerned.

  • Publish schedule to employees in one or more teams.

  • Delete weekly shifts for one or more teams.

  • Apply a schedule template for one or more teams.

These functions do not take into account the filter activated on the schedule: the team(s) must be selected a second time in the function's user window, even if the teams are already filtered on the schedule.


How do I use the teams from the time clock tab?

If the time clock option is active, employees' working hours can be tracked and validated by team(s):

  • A filter is available at the top right of the screen to select the teams whose working hours you wish to track and validate.

  • Validation of the day concerns only the employees in the filtered teams.


How do I use teams from the report?

When exporting the report, you can filter employees by team(s):

  • All employees are selected by default. Deselect all, then tick the desired team(s).


How do I manage permissions?

Employees can be divided into teams to restrict access to employee or manager data to their teams only.

This is configured in the Permission levels & actions settings .

For managers, data access can be open to all employees in the establishment, or restricted to their teams. Employees can have access to their own schedules, to those of all employees in the establishment, or only to the schedules of their team members.

If access for managers (masters and/or schedulers) is restricted to team data, 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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