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Add Team in Rota

Summary

This guide explains how to add a new team in the Rota section of Plumm. Administrators can define the team name, description, and select members to add to the team.

In this article

  • Before you begin
  • Step 1: Add a new team
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must have administrative access to the Rota section to add teams.
  •  Make sure you have the correct team details, including the team name and description, before proceeding.

Step 1.Add a new team

  1. Navigate to Admin > Rota and ensure the Team tab is selected.
  2. Click on the Add Team button to open the team creation form.
  3. In the Add Team form, you will need to fill in the following fields:
    • Name: Enter a name for the team (e.g., "Development Team", "Sales Team").
    • Description: Provide a brief description of the team (e.g., "Team responsible for development and maintenance").
    • Select Members: Select members from the list of available employees to add to the team. You can search for specific employees and select them.
  4. After entering the required information, click Save to create the team.
  5. The user added in one team cannot be added to another team, So, A user can can be a part of only 1 team.

Frequently Asked Questions (FAQ)

1. Can I add multiple members to a team?

Yes, you can select multiple members from the list of available employees when adding a team.
 

2.Is the team description mandatory?

Yes, the description field is mandatory, it is recommended to provide a brief description of the team’s purpose.

3. Can I edit a team after it’s been created?

Yes, you can edit the team details, including the name, description, and members, by selecting the team and clicking Edit.
 
 

4. How do I assign employees to a team?

You can assign employees to a team by selecting them from the Select Members dropdown list when creating or editing the team.