User Guide

Teams

Employees are grouped into Teams. An employee can belong to one or more Teams, and act as either a Team Worker or Team Supervisor.

Team Members are assigned a Team Member Level which determines their hierarchy with other members. Team Members set to a Worker level have no access to other member's records.

The following Team Member Levels are available:

  • Administrative Supervisor - Has access to all team members' records.
  • Administrative Co-Supervisor - Has access to all team members' records, excluding Administrative Supervisor team member records.
  • Lead Supervisor - Has access to all team members' records, excluding Administrative Supervisor and Administrative Co-Supervisor team member records.
  • Lead Co-Supervisor - Has access to all team members' records, excluding Administrative Supervisor, Administrative Co-Supervisor, and Lead Supervisor team member records.
  • Assistant Supervisor - Has access to Assistant Supervisor and Worker team member records.
  • Worker - Has no access to other team members' records.

To list all Teams, select HumanResources->Teams. To add a Team, tap the + icon. Tap on a Team to edit or delete it.

Tap the Search icon on the list view to search for Teams.