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?
Permission Requirements
To change an employee's default payroll team, Admin permissions are required. Managers do not have access to this functionality.
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
Why can't I add a team to a user?
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?
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.
Can a manager change a default payroll team?
Can a manager change a default payroll team?
Can a manager change a default payroll team?
Can a manager change a default payroll team?