Security groups
You set up the details of an employee in the main area of employee management, including assigning 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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Records access | The customers, sites, etc that the employee has access to |
Shifts options | Task options, and the shift details that are shown |
Modules access | The major functionality that is available in Team Xpress |
Advanced Check In/Out Options | Actions and settings related to the check-in, -out, and other ‘sliders’ |
Group members | The list of employees who use this particular security group |
Records visibility and access
This section configures what employees can see or edit (as opposed to what they can do).
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It is uncommon not to use All, but it is a way of letting you add items into the schedule that you do not want them to be able to see. This also affects the entry of Time sheets and Availability records by the employee.
Shifts options and field visibility
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 details that the employee will see in Dashboard and in Schedule. You can reorder them using the arrows.
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Modules visibility and managing access
This section configures which Team Xpress functions are available to the employee. These functions are generally visible as options at the top or bottom of the Team Xpress screen. Self Scheduling, Availability, Time Off, Timesheets and Time cards are configured here.
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Time cards allow the employee to see a list of the shifts that they have Worked (fully checked in and out of) as well as the total hours for the week.
Advanced Check In/Out Options
This section configures whether the employee is permitted to check-in and out of shifts, as well as whether the employee can check in even when they are not on the schedule. It controls timing parameters such as how early and late the employee can check in and out relative to the shift’s scheduled times, and rounding of the in and out times. This section also controls whether the employee can record safety checks and breaks.
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If employees are permitted to record meal breaks and rest breaks, they will be recorded as the actual time of the break, or rounded to the nearest 5, 10, 15 or 30 minutes.
Group members
This section displays the employees who are in this security group. To add or remove employees from a group you go to the individual employee records and select a new group.
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FAQ and How-do-I?
Common questions
An employee has forgotten their Team Xpress password. How do I reset it?
Bla bla
How do I terminate an employee?
X
How do I rehire an employee?
X
I cannot add any more employees. What do I do?
X
How can I make a change to many employees at once?
X
Record access groups
Schedulers, managers and other staff need to be able to access employees, or select groups of employees. This is managed through Record access groups.