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 delete it.
Create a team
When you add team members to Eitje, they are automatically added to the General team (or "Algemeen"). This team does not appear on the schedule but is essentially a list of all team members in your environment or venue. To make a planning, you need additional teams.
You can create a team in three places:
In the menu on top, navigate to 'Team', then 'Add Team'.
On the Team page, using the button '+ Team'.
Navigate to 'Team' > 'Venues and teams' by clicking the button '+ New' > '+ Team'
Follow the following steps:
In the first screen, enter a team name, then save.
Have you already added team members to Eitje? Then you can now add team members directly to this team.
Indicate whether the team is active on the schedule. If you're temporarily not using a team, you can deactivate the team using this toggle.
Choose whether you want to create a chat group for the team.
Choose a profile picture and colour for the team. This is not mandatory.
Click “Save".
You will find the team you just created in 'Team' > 'Venues and Teams'.
Delete a team
If you want to delete a team, there shouldn't be any shifts in the schedule, or hour entries in the time registration left for this team. As long as there are shifts or hours, it won't be possible to delete the team. So, remove these first. If you can't delete the shifts, it's because there are hours connected to the shifts. You can delete the hours or transfer them to a different team, and then delete the shifts.
Follow these steps to delete a team:
Navigate to 'Team' > 'Venues' and Teams'.
Click on 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.
💡 Tip: For the above mentioned reason, 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.