AppWT CRM

Topic: Team and HR

Team & HR: employees, departments and sub-admins

Keep a file for each person on your team, group them into departments and choose who manages whom.

Video, 1 minute 13 seconds · 6 steps

This lesson uses Team & HR. If Team & HR is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

Watch the video

Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How to find and filter your team
  • How to add an employee
  • How departments and heads work
  • What admins and sub-admins can do

Step by step

  1. Step 1: Your team list

    Open Team and HR from the menu. You will see each person on your team, with their job title, department, and HR role.

    The Team and HR page listing employees with their title, department, HR role and status.
    Step 1 screen, from the demo account.

  2. Step 2: Find someone fast

    Use the filters to find someone fast. Search by name, title, or skill, or pick a department or an HR role. Then click Filter.

    The Team and HR list after a keyword search for tile, showing one made-up tile setter.
    Step 2 screen, from the demo account.

  3. Step 3: Add an employee

    To add a person, open Add an employee. Fill in their name, job title, department, and who they report to. Then click Add employee.

    The Add an employee form filled in for a made-up painter in the Field crew department who reports to the crew lead.
    Step 3 screen, from the demo account.

  4. Step 4: Departments and heads

    Departments group your team. Each department can have a head. The head is a sub-admin for everyone in that department.

    The Departments box listing Office and Field crew with the head of each department.
    Step 4 screen, from the demo account.

  5. Step 5: Who can do what

    Admins manage everyone. Sub-admins manage the people in their department and the people who report to them. Archiving keeps a file, so it can be restored.

    The Who can do what box that explains what admins and sub-admins can do.
    Step 5 screen, from the demo account.

  6. Step 6: An employee file

    Click Open to see one person's file. Here you can assign work, rate performance, and keep notes in one place.

    A made-up employee's file with the Assign work form and the Add to the file box for ratings and notes.
    Step 6 screen, from the demo account.

Transcript

In this lesson, you will set up your team in Team and HR. You will add people, build departments, and choose sub-admins.

Open Team and HR from the menu. You will see each person on your team, with their job title, department, and HR role.

Use the filters to find someone fast. Search by name, title, or skill, or pick a department or an HR role. Then click Filter.

To add a person, open Add an employee. Fill in their name, job title, department, and who they report to. Then click Add employee.

Departments group your team. Each department can have a head. The head is a sub-admin for everyone in that department.

Admins manage everyone. Sub-admins manage the people in their department and the people who report to them. Archiving keeps a file, so it can be restored.

Click Open to see one person's file. Here you can assign work, rate performance, and keep notes in one place.

Next, learn how to search for talent.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.