To start planning, you need teams. This article explains how to create a team. If you no longer use the team, you can also choose to inactivate or delete it.
General team 'Algemeen'
As soon as you create an account, or add a new venue, there will automatically be a team 'Algemeen' ('General').
This is basically your list or overview of all team members.
It provides an overview of who is added to the Eitje environment, and makes sure a team member remains part of the venue when they are not added to any other teams.
Team 'Algemeen' will not appear on the planning.
It cannot be removed.
To remove someone from this team, you need to mark them as inactive.
Create a team
To create a planning, you need additional teams. You can create a new team in two different places:
On the Team page, in the overview of all team member, use the button '+ Team' on top of the screen.
Navigate to 'Team' and choose 'Teams'. Now use the button '+ Team' on top of the screen.
Follow these steps to create your new team:
In the first screen, enter a name for the new team. If you work with more than one venue, you will be asked which venue this new team is for. Click 'Save'.
In the team overview, you can now see all your teams with the new team added.
Click the team for more options, such as view the team members that are part of that team, add team members, or remove team members. When adding team members, you will see team members that are not yet part of this team, and you can select the ones you want to add.
When deleting team members, you will see all team members currently part of this team. You can select the ones you want to remove from this team.
Choose 'Edit team' to change the team's name, image, colour, or the settings (for example make the team inactive). You can also indicate whether you want to activate a group chat for this team, or disable that.
You can always find the team you just created under 'Team', then 'Teams', in the main menu on top.
Delete a team
Deleting a team can be complex if it was used for some time and has scheduled shifts and hours registered on it. To prevent deleting shifts and hours by accident, you cannot simply delete a team.
💡 Tip: Mark the team as inactive on the schedule. This allows you to keep all data but the team won't be in the way. Go to 'Team' and choose 'Teams'.
To delete a team, make sure there are no shifts on the planning, and no hour entries in the time registration for this team. As long as there any shifts or hours left, it won't be possible to delete the team.
If you can't delete the shifts, it's because there are hours connected to the shifts. This is also to protect your data. You can delete the hours from the time registration, or transfer them to the general team, and then delete the shifts.
💡 Tip: Hour entries are usually not deleted, but moved to the General team. This allows you to keep the hour registration history, and still be able to remove the team.
Follow these steps to delete a team:
Navigate to 'Team' in the main menu on top, then choose 'Teams'.
Click to open the team you want to delete.
Click 'Delete'.
Click 'Delete' again to confirm.
⚠️ Note: Keep in mind that deleting a team affects the hours and balances of your team members. Make sure you know exactly what you're doing before deleting a team.