Creating Teams, Assigning Team Leaders and Members in the Payroll Portal

Managing teams has never been this easy. This article shows you how to create and edit teams in the Payroll Portal.

Updated: October 2024

'Manage Teams' in the side Portal Menu under Portal Settings, gives Admin Users the ability to create, view and manage teams for this Payroll Account.

Assign Team Leaders to manage their team's timesheets and leave requests. Team Leaders can:  View, submit, approve, decline their team's timesheets View, submit, approve, decline their team's leave requests *A Team Leader cannot approve/decline their own timesheet or leave requests. *Team Leaders will see the current leave balances of their team members even if the Leave Request feature has been turned off for that team member.

Teams and Team Leaders can be created and managed in the Payroll Portal by:

Let's see how to manage Teams in the Payroll Portal:

1. This is your current list of current teams. Click on a team to view, edit members and Team Leaders.
2. Click here to create a new team.
3. This is the Team Name.
4. Assign Team Leaders from the dropdown menu.
   1. One employee can lead multiple teams.
5. Assign team members to this team.
   1. An employee can only be a member of ONE team.
6. Press the trash can icon to remove this team member.
   1. This employee is now available to join another team.
7. Press 'Update' to save changes or to create this team.
8. Press 'Delete' to delete this team from the Portal.
   1. The members will be unassigned, available to join other teams.

That's super useful! Go, Teams!