Employee Teams

Employee Teams

Info
Module: Human Resources
Path: Company > HR > Employee Teams
Topic: Employee Teams
Version(s): 5.1 & up
Editions: All Editions

What Are Employee Teams

Employee Teams are a way to group together specific agents for reporting purposes.

Making The Connection

Where Will I See This Within OLX?

Employee Teams is used for additional report filtering.

What Reports Can Be Pulled?

  1. HR Reports
  2. Agent Call Disposition Report Definitions
  3. Call Type Disposition Report Definitions
  4. Call Type Disposition Report_3.5
  5. Customer Service Activity Report Definitions
  6. Order Summary Viewer Report Definitions
  7. Employee List Report Definitions
  8. Agent Revenue Report Definitions
  9. Adjusted Client Performance Report Definitions
  10. CS Performance Report Definitions
  11. Agent Ratio Details Report Definitions
  12. Adjusted Performance Report Definitions
  13. Notification Penetration Report Definitions
  14. Agent Ratio Report Definitions
  15. Gross Sales Summary Report Definitions
  16. Agent Performance Visualizer Definitions
  17. Agent Call Reports Definitions
  18. Client Performance Report Definitions
  19. Performance Report Definitions
  20. Quality Assurance Agent Report Definitions
  21. Gross Margin Item Report Definitions
  22. Net Sales Report Definitions
  23. Gross Sales Report Definitions
  24. Flattened Export Definitions
  25. Returns Report Definitions
  26. Datawarehouse Export Definitions

What Imports/Exports Relate to Employee Teams

  1. at this time there are no imports/exports specific to Employee Teams

Trouble Shooting


Setup



Tool Bar

Utilizing the buttons on the tool bar  you can: 
Go back to the previous screen 
Add new 
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.


  1. Client
  2. Team Leader
  3. Team Name
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
To show inactive accounts in the displayed records check Show Inactive 
You can set the number of records to be displayed 
 

Add New

  1. To edit an existing record, click on the edit pencil next to the record you wish to edit.
  2. To add a new record, click on the Add New button in the blue module bar.
    1. A new window will pop up.

  1. Team Name - 
  2. Client
    1. None - if not associated to a specific client
    2. can select a specific client if team is only for that one client
  3. Team Leader
    1. None - if no specific leader
    2. can select an agent if one agent is responsible for the team 


* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To apply the current changes, you have made click the Apply button .
* To print the current window, click the Print button .
* To delete the selection, click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.
Copyright 2019
Revised 7.25.2025

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