How to create a Team
- Select Configure > Teams from the menu bar. The Teams screen opens.
- Select New Team from the toolbar. The Untitled - Labor Team screen opens.
- Select a location from the Location droplist in the Team tab.
- Enter the team information and the team members in the appropriate fields.
- Click the Wages tab and enter the guarantee amount and the labor type information.
- Click Save and Close from the toolbar. The information that you entered is saved and the screen closes.
How to add an employee to an existing team
- Select Configure > Teams from the menu bar. The Teams screen opens.
- Select the team record, and then select Edit from the mini-toolbar.
- Select Add Line from the Members section in the Team tab.
- Select the employee from the Employee droplist.
- Select the Team Leader option (optional).
- Select Save and Close from the toolbar. The information that you entered is saved and the screen closes.
How to add a labor type to an existing team
- Select Configure > Teams from the menu bar. The Teams screen opens.
- Select the team, and then select Edit from the mini-toolbar.
- Enter the employee contact and other information in the appropriate fields in the Employee, and User tabs.
- Select the Wages tab, and then select Add Line under the Labor Types section.
- Make a selection from the Labor Type droplist.
- Enter the values in the Flat Rate $ and the Commission % fields.
- Select an assignment percentage from the Assign % droplist (optional).
- Click Save and Close from the toolbar.
How to deactivate a team in CCC Repair Workflow
- Select Configure > Teams from the menu bar. The Teams screen opens.
- Select the team record, and then select Edit from the mini-toolbar.
- Uncheck the Active checkbox in the Team tab.
- Select Save and Close from the toolbar. The information that you entered is saved and the screen closes.
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