How to: Manage your teams

Managing payroll can often feel overwhelming, but with our platform, you can simplify the process and make it much more efficient. We offer a solution designed to streamline your payroll management, ensuring timely and accurate payments while helping you keep track of your workforce.

A standout feature of our platform is the ability to assign workers to specific teams, which helps with organizing your workforce. You can also filter invoices by team, making it easier to access all invoices related to a particular team.

In this article, we’ll guide you through the steps to assign workers to teams and filter invoices by team.

Creating a Team

Setting up teams is crucial for organizing your workforce effectively. Here's how to do it:

• Go to the 'Teams' section in the menu.
• Click the 'New team' button.
• Name your team and select a manager.
• Click 'Add new team' to finalize.

Now that your team is set up, you're ready to start assigning workers.

Assigning Workers to a Team

To assign workers to a team, follow these steps:

• Navigate to the 'Contract list' and locate the contract you want to assign to a team. Click on its Actions button.
• Select the 'Assign team' option.
• Choose the team from the dropdown menu.
• Click 'Save' to confirm.

Repeat these steps for each worker you wish to assign to a team.

Filtering Invoices by Teams

To filter invoices by team, follow these steps:

• Go to the 'Pay now' section in the 'Payments' menu and click 'Filters'.
• Under the "Teams" filter, select the team you want to filter by, and then click the "Apply" button.

You will now see all invoices related to that team. It's that simple! You can repeat these steps to filter invoices for any other teams.

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