How to: Manage Employee Teams and Workgroups#

1. Go to the Business Data menu.#

2. Select the Shift Plan entity.#

3. Select your Shift Plan.#

4. Select Manage, and then Manage Shift Plan Employees.#

5. Adjust the filters so you know the employees that are assigned or are yet to assign to a Position of a given Team.#

6. Select the employees to assign to each Team Position of the Workgroup.#

7. Go through each Team and manage the fitting Employees.#

8. Adjust the filters to assign Employees to Team positions in other Workgroups.#

9. Select the fitting Employees.#

10. Select Save and Close.#