If you have the Tempora holiday add-on you will be able to see when other staff members are on holiday to make sure requested dates do not overlap. This guide will show an administrator how to configure the team view add-on.
If you are unable to complete any of the steps in this guide please use the Submit a request button at the top right of this page to contact our team for help.
- Click on Admin
- Click User Accounts > Teams > Manage Teams
- Click Add New
- Add the following information
Name - This will differentiate this team from other teams
Team Leader - This user is able to add and remove people from the team
Report Profile - team specific reports, this will only be available if you have already set report profiles
Holiday View - This will allow the team members to see each others holiday bookings
- Click Save
- Click Assign Staff. Here you can select which staff members should be on the team you have created.
- When you have selected all of the staff that should be in this team click Save
Sets the name of this team, teams names are often set to indicate their use.
Set who is a team leader for this team. Team leaders can add staff to the team on the assign staff page.
Sets a locked report profile to be attached to this team. The team leader must also have a role that provides access to the report. The team leaders can then run this report with the locked settings.
Sets the holiday view to be enabled for the team, the holiday view is a button on the holiday request page which allows a team to see each other's holidays. This is currently the primary use for teams in Tempora.
This field allows you to change the settings for a team
This field allows you to delete a team
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