How To Assign Staff To The Correct Team And Division

What this does

This page is where you place staff into the correct divisions and teams.

It is one of the core setup steps because the rest of the structure depends on staff being assigned properly.

Before you start

• The division and team structure should already exist.
• You must be a Manager, Admin, or Owner to update staff assignments.

Recommended setup order

This step usually comes after:

1. How to add a division
2. How to add a service
3. How to add a team

Steps

1. Open the Admin App.
2. Go to Company Structure.
3. Select Staff.
4. Find the staff member you want to update.
5. Click the edit button to open Manage Staff Assignments.
6. Choose one or more values in Divisions.
7. Choose the matching teams in Teams.
8. Click Update Assignments.

Important:

• the team list is grouped by division
• when you change the selected divisions, teams outside those divisions are removed from the current selection

What happens next

After the staff assignments are saved, the page opens the service selection flow for each selected division.

That follow-up is part of completing the staff structure, not just the team assignment.

Common mistakes

• assigning a staff member to a division but not the right team
• selecting teams before checking the division structure
• treating assignment as complete before finishing the follow-up service selection flow

What to do next

Continue into wages for that staff member.

Related guides

• Admin App: Staff setup overview
• Admin App: How to add a team
• Admin App: How to set up staff wages