Introduction
The Teams feature in WIZniche is designed to help you group your employees into teams, making it easy to assign them to specific jobs, tasks, or appointments. This feature ensures everyone knows what they need to do and helps you manage your business efficiently.
How to Create a Team
Follow these steps to create a team in WIZniche:
Go to Teams:
From anywhere in the app, click on your Avatar, and from the sidebar open Settings.
Under the Team section, click Employees.
Add a Team:
In the top-right of the Employees page, locate and click the Teams tab to switch to the Teams view.
Click the + Team button.
Fill Out Team Details:
Enter a Team Name (e.g., "Electricians" or "Delivery Team").
Add an optional team image by clicking the upload box.
Select a Team Lead (this can be any employee in charge of the team).
Add team members by selecting them from the dropdown menu.
You can click + Add Item to include more members.
If someone isn’t listed, you can create a new employee by clicking on the + Create Employee button from the dropdown.
Once done, click the Save button to create the team.
Assigning a Team to an Appointment
Follow these steps to assign a team to an appointment:
Go to the Appointment Page:
Create a new appointment or open an existing one to edit.
Select a Team:
In the appointment form, locate the Operator (Technician) dropdown menu in the Schedule section.
You will see two options:
Technicians: For individual employees.
Teams: For assigning an entire team.
Select Teams and choose the team you want to assign to the appointment.
Save the Appointment:
Once you’ve selected the team, click Save to finalize the appointment details.
The selected team will now be responsible for the appointment, and all members of the team will have access to the schedule.
Editing a Team
You can edit team details from the same Teams page in the Settings section. Here’s how:
Open the Teams Setting:
From anywhere in the app, click on your Avatar, and from the sidebar open Settings.
Under the Team section, click Employees.
Click on Employees and switch to the Teams tab.
Select the Team to Edit:
Click on the name of the team you want to edit.
This will open the team details in an editable format.
Make Changes:
Team Name: Update the team’s name if needed.
Team Image: Change or add a new image for the team.
Lead: Update the team leader by selecting a new employee from the dropdown.
Team Members: Add or remove members as needed by selecting or deselecting employees from the list.
Save the Changes:
Once all updates are complete, click Save to apply the changes.
Why Use Teams?
Save Time: Quickly assign entire teams to appointments instead of selecting individual employees.
Stay Organized: Group employees by department, role, or task.
Boost Collaboration: Ensure the right people work together on specific jobs.
Conclusion
By using the Teams feature in WIZniche, you can streamline your workflow, ensure the right people are assigned to the right jobs, and easily update team details whenever needed.
Revisit Teams Regularly: Keep team members and details up to date to ensure proper assignments.
Assign the Right Team: Match team skills to the job or appointment for better outcomes.
Communicate Updates: Inform team members of any changes to avoid confusion.
By using these simple tools, you can ensure your teams are always ready to handle appointments, and editing team details is quick and hassle-free.
Whether you’re assigning teams to appointments or editing team information, the process is designed to be simple and efficient for your teams.
If you have any questions or need further assistance, feel free to reach out to us at [email protected]. Our team is always here to help!