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You set up the details of an employee in the main area of employee management. You set up the name of their Team Xpress account in the Accounts section. And you select what the employee can do in Team Xpress by assigning them to a Security group in the Settings section.
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You have two ways to configure the security groups. 1. In the employee profile, click the gear icon next to the name of the security group. 2. Click the gear icon at the left of the screen to go to the Settings area of Schedule Xpress. Then go to Employee, and then Security Groups. (You need administrative access to see the Settings icon.)
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This section configures what employees can see or edit (as opposed to what they can do).
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You set up the customers, sites, services and availability types that the employee has access to. Usually these are set to All. The employee only sees shifts that are included in that list. If you schedule them for a shift customer that is not included in the list, they will not see the that shift on their view of the schedule in Team Xpress. There will still be a shift in their name, but they won’t be able to see it in Team Xpress.
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This section configures the options related to Tasks, as well as selecting the fields that the employee sees when they look at their shifts in Team Xpress dashboard or schedule.
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You configure the shift details that the employee will see in Dashboard and in Schedule. Choose the fields you need, and You can reorder them using the arrows.
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