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Teams: A Complete Guide to Organizing People, Work & Communication
Teams: A Complete Guide to Organizing People, Work & Communication

Learn how to structure Teams, assign roles, streamline job visibility, and improve communication for a more efficient workforce.

Dennis avatar
Written by Dennis
Updated this week

Teams are the foundation of an efficient, well-run business in Chronotek Pro. They replace scattered notes, missed messages, and disorganized schedules with a structured system that directs communication to the right people and organizes your work.

For example, one of the primary functions of Teams is to control which jobs workers can clock into.

This guide shows you how to set up and manage Teams to organize your people and work.


Understanding Teams

Teams in Chronotek Pro reflect the way you structure your workforce. Instead of relying on spreadsheets or sticky notes, you can group employees digitally based on how they work.

Your Teams can be structured by:

  • Shift schedules (day shifts, night shifts, weekends)

  • Job functions (floor crew, disinfecting team, snow removal)

  • Work locations (specific job sites or regions)

Think of Teams like water pipes in a neighborhood. Instead of dumping all information into one central location, Teams direct the right data, jobs, and messages to the right people—ensuring clarity instead of chaos.


Team Roles and Responsibilities

Once you've structured your Teams, defining roles ensures everyone knows their responsibilities. Chronotek Pro organizes Teams into three key roles: Managers, Observers, and Members. Each Team role plays a specific part in keeping operations running smoothly.

Team Managers: The Field Leaders

Team Managers oversee daily operations and have full access to:

  • Real-time activity on the home screen, showing:

    • Assigned jobs and schedules

    • Employee clock-ins/outs

    • Active timecards

    • Timecard infractions needing review

  • Operational tasks like:

    • Reviewing and approving infractions with comments

    • Clocking out team members when necessary

    • Handling supply requests

    • Hiring employees directly from the field

  • Custom notifications for:

    • Late arrivals and missed clock-ins

    • Employees leaving job sites

    • Supply shortages

    • Schedule conflicts and overtime alerts

👉 Example: A supervisor managing night cleaning crews would be set up as a Team Manager to oversee activity, handle infractions, and address issues in real-time.

Team Observers: The High-Level Monitors

Team Observers provide oversight without getting involved in day-to-day management. They:

  • Monitor activity feeds based on notification preferences

  • Do not see real-time home screen updates like Team Managers

👉 Example: A regional manager might be an Observer across multiple teams, keeping an eye on overall performance while letting Team Managers handle daily tasks.

Team Members: The Workforce

Team Members are the employees in the field. They:

  • See only the jobs assigned to their teams

  • Clock in/out of those jobs

  • View schedules and timecards

  • Request supplies

  • Log breaks

  • Communicate with their Team Manager & Team Board

👉 Example: A cleaner working on both general cleaning and floor care teams would be a team member on both, ensuring they only see jobs relevant to them.


Creating and Managing Teams

How to Create a Team

  1. Go to the Teams page and click the ➕ button to open the setup wizard.

  2. Name the Team.

  3. Assign at least one manager & save.

You might create teams for floor work, day shifts, night shifts, weekends, work orders, different customers, or geographic regions.

Adding People to Teams & Assigning Roles

You can do this from two menus:

From the Teams Menu:

  1. Go to the Teams menu, select the team.

  2. Click + in either the Team Management or Members section.

  3. Choose a person from the dropdown & save (if Member), or

  4. Select the role & save (if Management).

From the People Menu:

  1. Go to the People menu, select the person.

  2. Go to Profile > Teams.

  3. Click the + button, choose the Team.

  4. Save (if adding an employee) or

  5. Select the role (if adding a manager) and save.

Adjusting and Removing Team Members

Sometimes, you need to make changes—like covering a manager’s vacation or reassigning a team member.

Temporarily Adjusting Roles

If a Team Manager is away, simply switch them to an Observer so they won’t receive notifications. Then, assign another Team Manager to take over.

Removing Someone from a Team

From either the Team menu or the Employee’s Profile:

  1. Open the Team List.

  2. Click on the Team > go to the Members tab.

  3. Select the person to open the Edit screen.

  4. Find the Remove from Team option at the bottom right.

🚨 Important: If an employee is only assigned to one Team, they must be added to another before you can remove them.

Now that you’ve set up and assigned Teams, let’s look at how they impact job visibility and control who can clock into which jobs.


Teams and Job Visibility

Teams control which jobs your people can clock into. Here's how it works:

  • Employees can be on multiple Teams

  • Jobs are assigned to Teams

  • Employees can only clock into jobs assigned to their Teams

When you create a job in Chronotek Pro (a work contract linked to a customer and location), you must assign a team to it. Think of Team and Shift as one entity - this allows you to be flexible with assignments. For example, let's say you have a cleaning job that runs seven days a week, but weekend workers earn a $2/hour bonus. You would:

  1. Assign the job to your regular Cleaning Team for weekday shifts

  2. Create a Weekend Team and assign them to weekend shifts of the same job

  3. Add your weekend workers to the Weekend Team

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Beyond job assignments, Teams enhance workplace communication by centralizing discussions within the Communication Hub, ensuring employees stay informed, collaborate efficiently, and address issues in real-time. Let's take a look at Team communication.


The Communication Hub

A structured team system eliminates guesswork, ensuring employees always know where to be, what to do, and who to report to. The Communication Hub's Team and Job boards centralize communication, allowing managers and employees to stay informed, share updates, and resolve issues in real-time.

Your people can hold different roles across multiple teams—managing one while observing another—giving you the flexibility to structure your workforce while keeping communication clear and organized.


Conclusion: Transform Chaos into Clarity

With Chronotek Pro, a well-structured team system replaces disorganized tracking with an automated, streamlined workflow. By defining clear roles, improving job visibility, and centralizing communication, your business will run smoother, faster, and with fewer headaches.

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