How to: Manage your teams
Find out the best way to organize your workers.
Nori Mijares avatar
Written by Nori Mijares
Updated yesterday

Managing payroll can be a daunting task. That's why our platform is here to help you streamline your payroll process, making it easier to manage your workforce and pay your workers accurately and on time.

One of the features that our platform offers is the ability to assign workers to teams, which helps you to better organize your workforce. Additionally, you can filter invoices by teams, allowing you to quickly see all invoices associated with a particular team.

In this guide, we will show you step-by-step on how to assign workers to a team and filter invoices by teams.

Creating a Team ๐Ÿ› ๏ธ

Creating a team is an essential step in organizing your workforce. To create a team, follow these simple steps.

โœ”๏ธ Step 1: Click on the "Teams" section on the menu.

โœ”๏ธ Step 2: Select the "New team" button.

โœ”๏ธ Step 3: Assign a name and a manager to your team.

โœ”๏ธ Step 4: Finally, click on the "Add new team" button to finish creating your team.

Once you've followed the steps above, you can move forward with assign workers to that team.

Assigning Workers to a Team ๐Ÿ“

โœ”๏ธ Step 1: Go to "Contract list", find a contract to assign to a team and click on its Actions button.

โœ”๏ธ Step 2: Select the "Assign team" option.

โœ”๏ธ Step 3: In the "Team" dropdown, select the option you want to assign the contract to.

โœ”๏ธ Step 4: Click on the "Save" button to save the changes.

You can repeat these steps as many times as needed to assign each worker to a team.

Filtering Invoices by Teams ๐Ÿ”

โœ”๏ธ Step 1: Go to the "Pay now" section of the "Payments" top menu, then click on the "Filters" button.

โœ”๏ธ Step 2: In the "Teams" filter, select the team you want to filter by, and click on the "Apply" button.

You will now see all invoices for the selected team. You can repeat these steps to filter invoices for other teams.

Congratulations, you have made it! ๐Ÿš€

If you have further questions, feel free to contact our support team via chat ๐Ÿ˜Š

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