{"id":10220,"date":"2025-09-26T22:00:46","date_gmt":"2025-09-26T22:00:46","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=10220"},"modified":"2025-12-01T18:22:25","modified_gmt":"2025-12-01T18:22:25","slug":"manager-teams","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/manager-teams\/","title":{"rendered":"Manager Teams"},"content":{"rendered":"<p><span data-teams=\"true\"><strong>Manager Teams help streamline organization and visibility for managers.<\/strong><br \/>\nIn Schedule and Employee Views, large lists can be filtered to show only team members associated with a specific manager. Similarly, Trade and Time Off lists can also be filtered by manager, making it easier to focus on relevant team activity.<\/span><\/p>\n<ul>\n<li><a href=\"#enable\">Enable Manager Teams Feature<\/a><\/li>\n<li><a href=\"#allow\">Allow Managers to Assign their Team<\/a><\/li>\n<li><a href=\"#assign\">Assign Employees to Managers<\/a><\/li>\n<li><a href=\"#filter\">Filter Views<\/a><\/li>\n<li><a href=\"#faq\">FAQs<\/a><\/li>\n<\/ul>\n<h2>\u00a0<\/h2>\n<h2><a id=\"enable\"><\/a>Enable Manager Teams\u00a0<\/h2>\n<p>Only the Main Manager can enable the Manager Teams Feature. Manager Teams can be turned on and off on the <strong>Main Manager Settings &gt; Company Info<\/strong> page.<\/p>\n<p>From any page when logged in as Main Manager:<\/p>\n<ol>\n<li>In the top menu, hover over\u00a0<strong>SETTINGS<\/strong>\u00a0and choose\u00a0<strong>Company Info.\u00a0<\/strong><\/li>\n<li>In the <b class=\"titleBox\">Global Account Settings\u00a0<\/b>section, in the Main Manager Only Settings, check the box for <strong>&#8220;Enable Manager Teams<\/strong>&#8220;<\/li>\n<li>Check the 2nd box &#8220;<strong>Allow All Managers to use Manager Team Views<\/strong>&#8221; to allow all managers to use <a href=\"#filter\">Schedule and Employee views filtering<\/a> (until this this is enabled only the Main Manager will see the filters).\u00a0<\/li>\n<li>Click &#8220;<strong>Save<\/strong>&#8220;<br \/>\n<img class=\"aligncenter size-full wp-image-10221\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-settings.png\" alt=\"main manager company info settings to enable manager teams\" width=\"800\" height=\"927\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-settings.png 800w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-settings-259x300.png 259w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-settings-768x890.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n<\/ol>\n<p><a href=\"#top\"><span style=\"font-size: 10pt;\">Back to Top<\/span><\/a><\/p>\n<h2><a id=\"allow\"><\/a>Allow Managers to Assign their Team<\/h2>\n<p>Main Managers can set permissions to allow each manager to define their own teams. If this is not allowed the Main Manager must select that manager\u2019s team.<\/p>\n<p>From any page while logged in as Main Manager:<\/p>\n<ol>\n<li>In the top menu, hover over SETTINGS and choose <strong>Add\/Edit Managers<\/strong>.<\/li>\n<li>Click the <strong>pencil icon<\/strong> <img class=\"noborder alignnone wp-image-1735 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2018\/06\/icon_pencil.png\" alt=\"pencil icon\" width=\"18\" height=\"18\" \/> next to the Manager you want to edit.\u00a0<\/li>\n<li>In the Permissions &gt; Company Settings section check the box next to &#8220;<strong>Add\/Remove Team Members<\/strong>&#8221;\u00a0<\/li>\n<li>Click &#8220;<strong>Save<\/strong>&#8220;<br \/>\n<img class=\"aligncenter size-full wp-image-10223\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-permissions.png\" alt=\"manager team permissions settings\" width=\"800\" height=\"841\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-permissions.png 800w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-permissions-285x300.png 285w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-permissions-768x807.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n<\/ol>\n<p><a href=\"#top\"><span style=\"font-size: 10pt;\">Back to Top<\/span><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2><a id=\"assign\"><\/a>Assign Employees to Managers<\/h2>\n<p>Main Managers and other Managers (with permissions) can assign employees to their teams in the EMPLOYEES &gt; Teams page by selecting the corresponding checkbox under their Manager name. Note: an employee can be mapped to multiple managers.\u00a0<\/p>\n<p>To Select (assign) Employees to Manager Teams<\/p>\n<p>From any page:<\/p>\n<ol>\n<li>In the top menu, hover over <strong>EMPLOYEES<\/strong> and choose <strong>Teams<\/strong>.<\/li>\n<li>Select the employees you wish to have assigned to a Team by checking the corresponding checkbox under the manager name.\u00a0<\/li>\n<li>Click <strong>Save Changes<br \/>\n<img class=\"aligncenter size-full wp-image-10226\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-assign.png\" alt=\"manager teams assign employees\" width=\"800\" height=\"743\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-assign.png 800w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-assign-300x279.png 300w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-assign-768x713.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/strong><\/li>\n<li>To help you find unassigned employees, click the &#8220;<strong>Highlight Unassigned<\/strong>&#8221; drop down on top left of the grid and select &#8220;Highlight Unassigned Employees&#8221; this will highlight all employees in blue that are not assigned to a team. You can also use the &#8220;<strong>Find<\/strong>&#8221; on the top right of the grid to search for employees by name.\u00a0<br \/>\n<img class=\"aligncenter size-full wp-image-10227\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-highlight-unassigned.png\" alt=\"manager teams highlight unassigned\" width=\"800\" height=\"520\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-highlight-unassigned.png 800w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-highlight-unassigned-300x195.png 300w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-highlight-unassigned-768x499.png 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n<li><strong>Notes<\/strong>: Managers (if permitted) are only allowed to add\/remove employees to their own team. Main Managers can add\/remove employees to any managers teams. Employees can be added to multiple manager teams.<\/li>\n<\/ol>\n<p><a href=\"#top\"><span style=\"font-size: 10pt;\">Back to Top<\/span><\/a><\/p>\n<h2><a id=\"filter\"><\/a>Filter Views<\/h2>\n<p>Schedule Views, Employee Views, Trade Views, and Time Off Views can now be filtered by Manager Teams along with Positions and Categories. The Teams filter can be set to a particular manager or All Teams which will display the entire employee list.\u00a0<\/p>\n<p><img class=\"aligncenter size-full wp-image-10234\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-filter-dropdown.png\" alt=\"manager teams filter dropdown\" width=\"400\" height=\"170\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-filter-dropdown.png 400w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2025\/09\/ss-mgr-teams-filter-dropdown-300x128.png 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/p>\n<p>In order for all managers to view this filtering, the SETTINGS &gt; Company Info &gt; Global Account Settings &gt; &#8220;Allow All Manager to use Manager Team Views&#8221; must be enabled by a Main Manager. See <a href=\"#enable\">above section<\/a> for more information.\u00a0<\/p>\n<p><a href=\"#top\"><span style=\"font-size: 10pt;\">Back to Top<\/span><\/a><\/p>\n<h2><a id=\"faq\"><\/a>FAQs<\/h2>\n<ol>\n<li><strong>I don&#8217;t see a Teams option under EMPLOYEES?<\/strong><br \/>\nIf you do not see the Teams option, your Main Manager has not yet enabled Manager Teams. Please contact your Main Manager to enable. If you are the Main Manager, please see <a href=\"#enable\">above<\/a> on how to enable Manager Teams.\u00a0<\/li>\n<li><strong>Why can&#8217;t I add or remove employees on other manager&#8217;s teams?<\/strong><br \/>\nUnless you are a Main Manager, you can only add and remove employees from your own teams if permitted.\u00a0<\/li>\n<li><strong>What all can I do with Manager Teams?<\/strong><br \/>\nCurrently in this 1.0 version of Manager Teams you can filter Views just like you can with Positions and Categories. The WhenToWork team is working on bringing more to this new feature!\u00a0<\/li>\n<li><strong>Manager Teams is enabled, why can&#8217;t my managers filter Views by teams?<\/strong><br \/>\nYou may not have the &#8220;Allow All Managers to use Manager Team Views&#8221; setting enabled in your SETTINGS &gt; Company Info &gt; Global Account Settings section. See <a href=\"#enable\">&#8220;Enable Manager Teams&#8221; section<\/a> above.\u00a0<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Manager Teams help streamline organization and visibility for managers. In Schedule and Employee Views, large lists can be filtered to show only team members associated&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/manager-teams\/\">More<span class=\"screen-reader-text\">Manager Teams<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/10220"}],"collection":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=10220"}],"version-history":[{"count":19,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/10220\/revisions"}],"predecessor-version":[{"id":10256,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/10220\/revisions\/10256"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=10220"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}