Record team and member information

A team is a group of employees with one Team Leader or Team Coordinator. The team can also have some  employees who are designated as "Other Supervisors." Only active employees may be designated as a Team Leader, Team Coordinator, or Other Supervisor.

In general, an employee is assigned to one team in an organization. Some employees work for multiple organizations and the supervisors for them must be defined in a special way. See Record new employee details or Update employee details.

Follow these steps to record teams and members.

1. From the Home screen, click Administration > Maintenance. The Team Search Criteria screen appears.

2. Enter the search criteria and click Search. The teams for the organization appear in the search results.

3. Click Add Team to record a new team for the organization. The Team Details screen appears.

4. Complete the Team Name and Description boxes.

5. Click Apply.

6. Add a supervisor to the team.

   a.	Click Add Supervisor. The Employee Search screen appears.
   b.	Enter search criteria and select the worker to be the supervisor. The Supervisor Details screen appears.
   c.	In the Supervisor Type list, click the role This term will be found in the Participant’s grid of the all activity sources with the exception of External Assessment. This term refers only the selected person and their role in the activity source and not their person relationships. Those types of associations would be recorded in the Person Associations hyperlink only. of the supervisor.
   d.	Click Save. You are returned to the Team Details screen.

7. Add a worker to the team.

   a.	Click Add Team Member. The Potential Team Members screen appears.
   b.	Select the check box for each worker you want to add to the team.
   c.	Click Add to Team. You are returned to the Team Details screen.

8. Repeat steps 7 and 8 for other supervisors and members you want to add to the team.

9. Click Save. You are returned to the Team Search Criteria screen.