My Team Guide

Overview

The My Team page is your central hub for viewing and organizing staff members within WFM Planner. It allows you to curate a personalized list of team members you frequently work with, making it easier to manage their schedules and allocations. You can also search the entire staff directory and filter personnel by specific tags.

Key Features

• Personalized Team List: Curate a "My Team" list for quick access to the staff members you manage or collaborate with most often.
• Staff Directory: Browse the complete list of "Staff Members" in the organization.
• Search and Filtering: Quickly find staff members using the search bar or filter the directory using custom tags (e.g., skills, roles, locations).
• Tag Management: View tags assigned to staff members directly on their profile cards.
• Roster Management (Admins & Managers): Users with appropriate permissions can directly access and edit a team member's roster schedule and tags from this page.

Common Tasks

Adding a Staff Member to Your Team

1. Navigate to the My Team page.
2. Scroll down to the Staff Members section.
3. Locate the staff member you want to add (you can use the search bar or tag filter to find them).
4. Click the + (Add) button on their staff card. They will instantly be moved to your My Team section.

Removing a Staff Member from Your Team

1. In the My Team section at the top of the page, locate the staff member.
2. Click the - (Remove) button on their staff card. They will be moved back to the general Staff Members list.

Filtering Staff by Tags

1. In the Staff Members section, locate the Filter by Tags input box.
2. Click and select one or more tags from the dropdown.
3. The staff list will automatically update to show only individuals who have all the selected tags.

Editing a Team Member's Roster (Managers & Admins)

1. Ensure the staff member is added to your My Team list.
2. Click the Edit button on their staff card.
3. The Update Roster Schedule modal will appear.
4. From here, you can:
   • Manage Tags: Add or remove tags for the staff member using the tag input next to their name.
   • Update Active Roster: Modify their current work hours, start time, travel hours, and rotation pattern.
   • Schedule Future Rosters: Click Add New Roster to set up a new schedule that begins on a future date.
   • Preview Schedule: View a visual preview of the roster rotation at the bottom of the modal.

UI Guide

The My Team Page

The page is split into two main sections: your curated team at the top, and the searchable staff directory below.

1. My Team Section: Displays the staff members you have added to your personal list.
2. Staff Members Section: The general directory of all other staff.
3. Search Bar: Type a name to quickly find a specific staff member.
4. Tag Filter: Select tags to narrow down the staff list.

Staff Cards

Each staff member is represented by a card that displays their key information.

1. Avatar & Name: The staff member's initials and full name.
2. Tags: Badges indicating the staff member's assigned tags (e.g., skills, roles). If they have more than three tags, a +N indicator will appear.
3. Edit Button: (Visible to Managers/Admins for users in "My Team") Opens the roster editing modal.
4. Add/Remove Button: Toggles the staff member between the "My Team" and "Staff Members" lists.

Update Roster Schedule Modal

This modal allows authorized users to manage a staff member's tags and work schedule.

1. Staff Tag Manager: Located at the top next to the staff member's name, allowing you to assign or remove tags.
2. Work Hours Tab: Set the regular start time, daily work hours, and travel/transit hours.
3. Roster Pattern Tab: Define the start date and the rotation pattern (e.g., 5 days on, 2 days off).
4. Active & Future Rosters: The right column displays the currently active roster and any scheduled future rosters.
5. Schedule Preview: A visual calendar representation of the configured roster pattern.