You can edit the team that an employee works in or is a manager of in their profile.
There is no limit to how many teams an employee can belong to or manage, however every user must have a default payroll team. This is so that the employee has a default team to refer to when exporting to payroll.
What's covered in this guide?
Set default payroll team
To set a default payroll team for an employee:
Navigate to Workforce > Staff > Employee name > Personal > Personal Details > Teams
Under Default payroll team, search/select for a team or location
Select the Update Teams button
Edit teams
To set a team or multiple teams for an employee:
Navigate to Workforce > Staff > Employee name > Personal > Personal Details > Teams
Under Add a team, search/select team or location
Select the Update Teams button
FAQs and Troubleshooting
FAQs and Troubleshooting
Why can't I add a team to a user?
If you cannot add a user to a team, it could be due to the team having required qualifications. This means the user cannot be a part of that team unless they have the valid qualification. You can check these in the team settings in Workforce > Teams.
Why can't I remove a team from a user?
There are several reasons why you might not be able to remove a user from a team:
Permissions: To edit a user’s teams, you will need the edit user custom permission. Please speak with an admin on your account to review and adjust your permissions.
Default Payroll Team: You can not remove a user from their default payroll team. If you wish to do so, you will need to change their default team to a new one, and then remove it.