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Secondary Teams

What are secondary teams and how to use them in Workforce.

Updated over 2 weeks ago

Secondary teams are additional team memberships that allow employees to pick up vacant shifts from teams they don’t primarily work in.

This creates a flexible workforce where employees can cover shifts for other teams when their primary team members are unavailable.

How It Works

Primary Teams – Teams where an employee is regularly rostered
Secondary Teams – Teams where an employee can only claim vacant shifts
Default Team – Used for payroll and reporting

Constraints:

  • An employee cannot be both primary and secondary in the same team

  • Employees already working in or managing a team cannot be added as secondary members

  • Secondary members can only see and claim vacant shifts—they cannot be directly rostered

Prerequisites

Enable both settings in Settings > Rosters:

  • Vacant Shift Claiming

  • Secondary Teams

Setting Up Secondary Teams

Step 1: Enable the Feature

  1. Go to Settings > Rosters

  2. Scroll to the Vacant Shifts section

  3. Enable Vacant Shift Claiming

  4. Enable Secondary Teams

  5. Save your settings

Step 2: Assign Secondary Teams to Employees

  1. Open the employee’s Profile

  2. Navigate to Personal > Teams

  3. In the Secondary Teams section, select additional teams

  4. Save changes

You can also use Bulk Actions to assign secondary teams to multiple employees at once.

For Managers

When publishing shifts, you can restrict them to:

  • Primary members only

  • Primary and secondary members

Troubleshooting

Issue

Solution

Can't add employee as secondary

Verify they're not already a primary member or manager of that team, and the feature is enabled

Secondary members not seeing shifts

Confirm Vacant Shift Claiming is enabled and shifts are published to both primary and secondary members

Too many claims

Limit secondary team assignments or require manager approval

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