Setting up Auto Teams

The Auto Teams tab on the Setup (SFMSETUP) page allows to add employees to the teams so that when they clock on for the day from the Work Center Console, they automatically clock onto their assigned team at the same time. You can also designate an employee as the team lead.

To set up Auto Teams

1. Open the Setup (SFMSETUP) page.

   Select Production Management > Production Transactions > Shop Floor > Setup.

   Or

   Search for SFMSETUP or Setup in the Navigation box and then select Setup

The Setup (SFMSETUP) page appears.

2. Click the Auto Teams tab.

   The Team name defaults to the user ID currently signed in.

3. In the Team list, select the team’s name to which you want to add the employees.

4. To add an employee to a Team: a. On the grid toolbar, select Copy > Employee.
   The Copying Employee window appears.

    The window displays the employee number, first name, last name, and a check box to select the employee to add to the team.
   

   b. Select the check box that corresponds to the employee whom you want to add to the selected team, and click Select. c. On the Toolbar, click Save to save the employee details to the team, else click Cancel.

   The Auto Teams list receives the added employee's details for the respective Team.
   

5. To remove an employee from a Team:

   a. In the grid, select the row that contains the required employee whom you want to remove.

   b. Under the Action column, click the trash icon.

   A message, Are you sure you would like to delete this record? appears.

   c. Click OK to delete the employee, else click Cancel to retain the employee.

   d. On the Toolbar, click Save.

6. To designate an employee as a Team Lead: a. Under the Lead column, select the check box that corresponds to the employee you want to be the team lead. b. On the Toolbar, click Save to save, else click Cancel.