---
title: "Employee Settings > Create & Manage Teams"
canonical: "https://technology.bytangram.com/space/TGKB/616202323/Employee%20Settings%20%3E%20Create%20%26%20Manage%20Teams"
format: markdown
---
Teams are a way of grouping employees together and can be used to limit access on jobs; filter a schedule; or for employee reporting purposes. Unlike departments,<span style="color: #ff5630"> </span>both employees and group scheduling resources can belong to multiple teams. 

In your WorkBook system there will be a default team called ‘All Employees’ and every team member will be assigned to this team. As you add new users to your WorkBook system, they will automatically be joined to this team.

Additional teams can be created in the **settings **module and are usually controlled by a system administrator, designated role(s) or person(s) within your agency.

> 📝 Any changes made to teams will become effective immediately.

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

---

## CREATE A TEAM

- Go to **settings** > **employee settings** > **teams**
- In the **team matrix** tab > click the **add new team** icon

![image](media://bbb450ff-81b8-47f3-8376-0dbe9933887d)


- Enter a **name** according to your agreed naming structure
- Click **ok**

![image](media://2c63a7a5-3b41-4f13-ac22-2761509df3a1)

---


## ADDING EMPLOYEES TO A TEAM

Once a team has been created, you can then assign the relevant employees to that team.

> ✅ For ease, use the filter to refine the results to display your newly created team. Then simply tick the relevant checkboxes to add resources to the team.

![image](media://9a718e41-8481-4252-882c-6304785852fa)


- Then simply **check **the box for each employee you’d like to include in the team

![image](media://ec8c6899-d83e-4aba-9031-8fc6b3928efa)


---

## MANAGE EXISTING TEAMS

To add/remove resources to/from teams:

- Go to the **team matrix** tab
- Use the **search field** (1) or **filter** (2) to refine the list

![image](media://c1c97c4e-4cf7-492c-bbd0-0998494f755f)


- Then simply **check/uncheck** from each team accordingly

![image](media://f42f4742-cb59-4e1e-aae4-9482a3acfc95)


---

## ADDITIONAL FUNCTIONALITY 

Aside from creating and deleting a team, you can also perform the following in the Team Matrix tab: 

| **ICON** | **FUNCTION** | **DESCRIPTION** |
| --- | --- | --- |
| ![image](media://85d920fa-e4a7-47f6-a5e4-6f7712ede303) | **Duplicate Team** | Allows you to duplicate the selected team and will include the employees selected for that team in the duplication.<br>> 📝 You will need to edit the new team’s name once you have duplicated. |
| ![image](media://78488c76-03d6-4020-a6aa-7aacf963691e) | **Merge Teams** | Allows you to merge multiple teams into a single team |
| ![image](media://e43405c8-1e27-46c2-920a-c14190ee36ce) | **Edit Team Name** | Allows you to edit the name of the team you have selected |
| ![image](media://16c3c1d4-596d-4d31-8eb6-a47d3e49e789) | **Update Job Teams** | There is two options for updating teams:<br>1. Update Job Teams for Selected Team
2. Update Job Teams for All Teams |

---

### Related articles

> Macro (contentbylabel)