Adding an Employee to a Team

To add an employee to a team

  1. Select Configure > Teams from the menu bar. The Teams screen opens.
  2. Select the team record, and then select Edit from the mini-toolbar.
  3. Select Add Line from the Members section in the Team tab.
  4. Select the employee from the Employee droplist.
  5. Select the Team Leader option (optional).
  6. Select Save and Close from the toolbar. The information that you entered is saved and the screen closes.