Staff Team

Overview

Staff team in ShiftCare refers to the process of identifying distinct groups of staff  based on their unique needs and characteristics. Team can be done in many ways depending on an organisation's business and human resources strategies. Few examples are as below:-

1. Grouping client's trained workers

2. Grouping staff based on their KPIs

3. Grouping staff based on their teams e.g HR Team, Management Team 

4. Grouping based on staff location, language, qualifications etc

Access Staff Team

In order to create teams, go to Staff section from left hand side navigation and then drop-down section select Teams.

Now click on New in order to make teams.

Name the Team. In the example below, the Team is named "Andrew's Team". All organisation's workers are on the right hand side. To create a team add staff by dragging and dropping them from the list on the right hand side to the grey left hand section.

After saving, below confirmation dialogue will open. Press Ok to confirm. 

You can view the list of all created team by clicking on the List button located under team on left hand side. These can be deleted or edited by clicking on the delete buttons in front of the list. See below.

 

Update/Delete Team

Update:

If you wish to add/remove staff or change the teams's name navigate to Team under Staff. Under Team select List. This will bring up all the Team that have been created.

On the far right hand side are the options Edit & Delete.

To Edit a team, click the edit button. This will bring you back to the team information page. Here you can change the name of the team, add staff by dragging and dropping their name from the available staff list to the selected staff list.

To remove staff drag and drop their name from the selected staff list back to the available staff list.

Note: Remember to click Update at the bottom right of the page to save any changes made to the team.

Delete:

To delete a team simply click the red delete button next to the team of choice.

 

A prompt will appear with the options to Cancel or Yes. If you still wish to delete the team click yes, if not then select Cancel.

 

Note: If a team attached to client is deleted then that team will also be removed from the client's profile.

 

Bulk email/SMS to staff team:

Go to staff list and click on Bulk email or bulk sms.

On top of the list you will see list of teams. Select preferred team, type a message and click send.

 

Pin to Job Board

You can pin jobs to the job board for specific staff who are within a team. When filtering workers or selecting pin to job board a dialogue box will be displayed where you can select the team that the staff are grouped in. This way, the pinned job will only be visible to staff within that selected team.