To start planning, you need teams. This article explains how to create a team. If you no longer use the team, you can also choose to delete it.
General team 'Algemeen'
As soon as you create an account, or add a new venue, there will be a team 'Algemeen' ('General').
This is basically your list of all team members.
It provides an overview of who is added to the Eitje environment, and makes sure a team member remains part of it when they are not added to any other teams.
Team 'Algemeen' will not appear on the planning.
It cannot be removed.
Create a team
To create a planning, you need additional teams. You can create a new team in 3 different places:
In the menu on top, navigate to 'Team', then 'Add Team'.
On the Team page, using the button '+ Team'.
Navigate to 'Team' > 'Venues and teams' by clicking the button '+ New' > '+ Team'
Follow these steps to create your new team:
In the first screen, enter a team name. If you work with more than one venue, it will also ask you to choose the venue you wish to add the team to. Click 'Save'.
Have you already added team members to Eitje? Then you can now add team members directly to this team.
Indicate whether the team is active on the schedule. If you're temporarily not using a team, you can deactivate the team using this toggle.
Choose whether you want to create a chat group for the team.
Choose a profile picture and colour for the team. This is not mandatory.
Click “Save".
You will find the team you just created in 'Team' > 'Venues and Teams'.
Delete a team
Deleting a team can be complex if it was used for some time and has scheduled shifts and hours registered on it. To prevent deleting shifts and hours by accident, you cannot simply delete a team.
💡 Tip: Mark the team as inactive on the schedule. This allows you to keep all data but the team won't be in the way. Go to 'Team' and choose 'Venues and teams'.
To delete a team, make sure there are no shifts in the schedule and no hour entries in the time registration for this team. As long as there are shifts or hours, it won't be possible to delete the team.
If you can't delete the shifts, it's because there are hours connected to the shifts. This is also to protect your data. You can delete the hours from the time registration, or transfer them to a different team, and then delete the shifts.
💡 Tip: Hour entries are usually not deleted, but moved to the General team. This allows you to keep the hour registration history, and still be able to remove the team.
Follow these steps to delete a team:
Navigate to 'Team' > 'Venues and Teams'.
Click to open the team you want to delete.
Click "Delete".
Click "Delete" again to confirm.
⚠️ Note: Keep in mind that deleting a team affects the hours and balances of your team members. Make sure you know exactly what you're doing before deleting a team.