Overview
The Team Members section in MotionOps is crucial for effectively managing and organizing your workforce. It allows you to track each team member’s details, schedules, and performance in one centralized location.
By maintaining up-to-date information on each employee, including their roles, contact details, compensation, and skills, you can optimize scheduling, ensure appropriate job assignments, and streamline communication.
Adding Team Members
Add a New Team Member:
Click on Team Members on the top right of the screen.
Select the white "+ New Team Member" button on the top right.
Fill out the first and last name, email, and select the role for the team member. Click the green "Send Invite" button to send an invite for them to create a login and confirm their email.
Update Team Member Information:
Once the team member has accepted the invite, click on their name to access their profile.
Complete their profile by adding their address, phone number, compensation details, service areas, skills, and grades.
Manage Team Member Activities:
Timesheets: View and manage all timesheets the team member has clocked in and out of.
Work Orders: Track all work orders assigned to the team member.
Days Off: Enter and monitor all the days off requested by the team member.
Notes: Record any important notes, such as raises, warnings, or other relevant information.
Utilizing these features ensures that you have comprehensive oversight of your team’s activities and performance, helping to keep your operations running smoothly and efficiently.