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How to Add or Remove People on Teams
How to Add or Remove People on Teams

Organize your people into Teams for worry-free workflow and efficient communication.

CustomerCareTeam avatar
Written by CustomerCareTeam
Updated over 2 months ago

The Power of Teams

When you think of great teams, the New England Patriots should come to mind - love or hate them. Their team culture is so famous it has a name, The Patriot Way.

Great companies also have remarkable team cultures, which begin with solid structures. In Chronotek Pro, you can emulate your company structure through Teams. Unlike pro football teams, people can be on more than one team.

  • Teams are your people organized to do their jobs.

  • Teams also direct the proper flow of communication between team members.

Examples: You could have teams for day, night, weekend, floor cleaning, work orders, or different customers and geographic regions, to name a few team uses.

Let's talk about how to create new teams.

How to Create Teams

Let's say you have a group of employees who only do floor work. You'll definitely want to put the floor crew on a team.

On the Teams page, click the + button for the wizard.

how to add teams

You must have at least one manager on the team. Save.

Team Managers and Team Observers

Joe is the Team Manager - who is active in the daily operations. Your other admins are Team Observers - who can have access to the team's events. Both people can customize how they get employee event notifications, such as late arrival and left jobsite.

Is the manager going on vacation?

You can change an observer to a manager by clicking on the team and then the person. According to their observer settings, make the vacation-going manager an observer so they won't be bothered by notifications.

You can also remove a person from a team.

Adding Employees to the Team

There are two ways to add an employee to a Team.

  1. From the Team menu, click on the Team you want to add an employee. In the Team Members section, click the + button, and the Add Team Member box appears. Choose the person from the dropdown list and save.

  2. From the People menu, click on the person you want to add to a Team. Then Profile>Teams. Click the + button, the Add to Team box appears, choose the Team from the dropdown list and save.

Remove Employees from the Team

From the Team menu or directly from the Employee's Profile - open the Team List

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

  2. Select the person to open the Edit screen> find the Remove from Team option at the bottom right.

(Remember, this is one of those 'subliminal' options that are on the bottom right sections of screens.)

Note: If a person is just on one Team, you will need to add them to the different team, before you can remove them from this team.

You've got this!

Find more answers to common questions in our Help Center. 😊

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