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Squads (Teams)

  • Updated

These are smaller groups of staff often within a single venue that are grouped together for purposes of training, socialising and team competition. Squads can also be used for sending news, emailing/ SMS the squad directly and assigning alerts.

They are officially called Squads; however, many organisations have labelled them as teams.


A staff member can be in multiple squads at once, allowing for more flexibility in assigning staff within the organisation. Additionally, staff from different venues can be in the same squad.  You can also now define who a team leader is per team.

 

 

How to create a Squad

To create a squad, go to Staff > Staff Settings > Staff Squads. From here, you will see a list of squads that have already been set up. Then, in the action bar, you will see the option to 'Create Squad'.

You will then need to fill out basic details, including the name of the squad and a short description, as well as any key details other managers might need to know.

 
If you want to add extra details to a team, such as email addresses or additional notes, then this is now possible using our References tools. Contact support to have this set up for you, and then you can add more details as needed.

Then, you will need to add members to the squad/team.

 

How to add staff to squads

To organise your squads use the Staff Squads (or Teams) link page, which will display all of your staff. To add staff to squads simply drag and drop staff members from the unassigned list on the left of the page to their respective squad.
 

Once a staff member is part of a squad they will be able to view their squad under 'My squad' under their account settings and will have the option to SMS & email within the squad.

 

 

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Once you have created a squad you can use it to set permissions specifically for your squad. This can be used for pay element permissions.

 

How to create leaders

Under squads you also have the option to make members of the squad a 'leader'. To set staff to be managers/leaders for squads simply select the the blue tick box next to 'Leader?' under the manage members page.
 
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Creating a 'Managers' squad

When creating squads it can also be helpful to set up a managers team. You set this up the exact same way you would set up a normal squad. We would suggest naming it 'Managers'; then, from here, you can set up permissions for pay elements and tasks specific to this group. 
 

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