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Teams

/settings/teams

Teams are the supervisor-led groupings underneath departments. Most operational reporting (QA dashboards, schedule approvals, intraday adherence) rolls up by team.

What the table shows​

Per row: team name, department, team lead, member count.

Adding a team​

The Add team dialog captures:

  • Name
  • Department it belongs to
  • Team lead (employee picker)

Managing members​

Click a row to open the team detail sheet. From there:

  • Search and add employees
  • Remove members
  • Change the team lead

Where team membership shows up​

  • Schedule approvals — supervisors approve their team's swaps and exceptions
  • QA reports — the Team performance report rolls up by current team
  • Wallboards — agent-state aggregates can group by team
  • Reports — adherence and coverage roll up by team

Team membership is point-in-time for reporting. Historical team data is preserved in the employee_team_history table so reports run for past periods reflect who was on which team at the time, while live reports use current team.