Manage Teams

This guide covers creating and managing teams in CHRIS.

Prerequisites

• Admin or HR Manager role
• At least one employee created (to assign as team leader)

View Teams

1. Navigate to Teams in the main menu
2. You'll see a list of all teams with:
   • Team name
   • Team leader
   • Number of members

Create a Team

Step 1: Open Team Creation

1. Click Add Team button
2. The team creation form opens

Step 2: Enter Team Details

Step 3: Select Team Leader

1. Click the Team Leader dropdown
2. Select from available employees
3. Only employees with active status are shown

!!! info "Team Leader Permissions" Team leaders can:

- View leave requests from team members
- Approve/reject team requests
- See team calendar and availability

Step 4: Save the Team

Click Create Team to save.

Add Members to a Team

From Team Details

1. Click on a team to open details
2. Click Add Member
3. Select employees from the dropdown
4. Click Add

From Employee Profile

1. Navigate to Employees
2. Click on an employee
3. In their profile, select a Team from the dropdown
4. Save changes

Bulk Assignment

For multiple employees:

1. Go to Employees
2. Use checkboxes to select multiple employees
3. Click Assign Team
4. Select the target team
5. Confirm the assignment

Change Team Leader

1. Navigate to Teams
2. Click on the team to edit
3. Click Edit Team
4. Select a new Team Leader from the dropdown
5. Save changes

!!! note "Previous Leader" The previous team leader remains a team member unless you remove them.

Remove Team Members

Remove Individual Member

1. Open the team details
2. Find the member in the list
3. Click the Remove button next to their name
4. Confirm removal

Move to Different Team

Rather than removing, you can reassign:

1. Go to the employee's profile
2. Change their team assignment
3. They'll automatically be removed from the old team

Delete a Team

!!! warning "Before Deleting" Ensure all team members are reassigned to other teams first.

1. Navigate to Teams
2. Click on the team to delete
3. Click Delete Team
4. Confirm the deletion

If the team has members, you'll be prompted to:

• Reassign members to another team, or
• Remove team assignment from members

Team Hierarchy

CHRIS supports a flat team structure where:

• Each team has one leader
• Employees belong to one team at a time
• Team leaders report to HR/Admin

For complex hierarchies, consider:

• Creating department-level teams
• Using naming conventions (e.g., "Engineering - Frontend")
• Adding descriptions for clarity

Best Practices

Naming Conventions

Use clear, consistent team names:

Team Size

For effective leave management:

• Minimum: 2-3 members (for coverage)
• Maximum: 15-20 members (for manageability)
• Large departments can be split into sub-teams

Team Leader Selection

Choose team leaders who:

• Are available to review requests promptly
• Understand team workload and coverage needs
• Can make fair approval decisions

Troubleshooting

Cannot Add Employee to Team

• Verify the employee has an active status
• Check that you have permission (Admin/HR role)
• Ensure the employee exists in the system

Team Leader Cannot See Requests

• Verify the team leader assignment is saved
• Check that team members are properly assigned
• The leader may need to sign out and back in

Duplicate Team Names

While allowed, duplicate names can cause confusion:

• Use descriptive, unique names
• Include department or location if needed