Teams setup

A team is a group of employees who work together on a Job Order. A team is formed as employees clock on the team. By using teams, you eliminate the need for individual team members to clock on and off jobs, because the team leader will clock on and off jobs for the entire team. Team members just need to clock in and out for the day, and clock on and off their breaks.

Use the Teams tab in the Setup (SFMSETUP) page to add, edit, or delete a team.

To set up 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 Teams tab.

3. To add a new team:

   1. On the grid toolbar, click New.

   2. In the Team ID field, type a code that identifies the team.

      The ID can contain up to 20 alphanumeric characters.

   3. In the Team Name field, type the name of the team.

      The team name can contain up to 35 alphanumeric characters.

   4. On the Toolbar, click Save to add the team, or click Cancel to cancel adding the team.

4. To edit an existing team:

   1. In the grid, select the row that contains the required team.
   2. Edit the values of the Team ID and Team Name fields.
   3. On the Toolbar, click Save to save your changes.

5. To delete an existing team:

   1. In the grid, select the row that contains the required team.

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

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

   3. Click OK to delete the team, or click Cancel to retain the team.

   You cannot edit or delete a team if the team is currently in use.

6. Click the Team Leaders tab to add, modify, or delete team leaders.

7. Click the Auto Teams tab to set employees on teams to be automatically clocked on to a job when they clock on for the day in the Work Center Console.