teamEdit

Add a new team

Adding a New Team is a very important part of the workflow of the application. It is designed to be done daily, by anyone with responsibility for teams. The process assigns a number of hours worked to each fundraiser; and this allows for payroll reporting as well as an understanding of effort for reward across teams, campaigns, locations and any other attribute applied at the team level. Teams are destroyed every night and must be recreated so as to preserve the integrity of this reporting.

  1. Add Fundraisers by simply clicking on Add a new team member (click on the x on the top right corner to remove a fundraiser if you make a mistake)

  2. Configure the team:

  3. The Campaign selected will be loaded as the form for the team that day

  4. The Campaign Manager selected will have the results of this team added to their results on the Campaign Manager page.
  5. The Timezone may be adjusted where necessary.
  6. The Activation date is automatically the date of today.
  7. The Team Leader selected will have the results of this team added to their results as a Team Leader on the Team Leader page.
  8. This Team respawns option allows you to recreate this team everyday automatically. Otherwise the team will be destroyed during the night.

  9. Work hours allocation set the default number of hours worked for fundraisers.

  10. Pressing Create Team will save the configuration and assign a default number of hours to each team member (fundraiser).