Crew

Description of the functional

The Teams section in the ITFin system is designed for managing workgroups and their activities. This section allows you to create the company’s organizational structure, establish teams, assign members, define roles and responsibilities, and track reporting, profitability, and more.

What task does it solve?

The section facilitates effective coordination among team members. It helps organize team work, enhancing productivity and the timely execution of project agreements. It also allows for monitoring vacation balances, payroll calculations, and the addition of bonuses for team members.

Employees can be grouped into teams or departments. Grouping into a department is relevant when there is a clear list of employees working in a department permanently, such as a Finance or HR department. When creating a team, you can choose the basis for its formation. For instance, if you select Project based, employees added to a project (with an established agreement) will automatically be grouped into the team.

When forming a team based on a project, the system reviews active agreements as of the current date and includes a participant in the team only if the start date of their involvement in the project has already occurred.

When calculating the total number of employees in the “Teams” section and in top-level departments, the system displays the count of unique users. At the team level, it shows the number of unique team members, meaning an employee will be counted in multiple teams if they are part of several teams.

Access

teams_can_see_teams

Enables access to view teams

teams_can_manage_teams

Allows management of teams (Create, Read, Update, Delete — CRUD)

teams_head_can_manage_bonuses

Enables the Payroll tab on the Teams page for the user’s team (where the user is listed as Team Head) and grants access to add bonuses

teams_can_manage_all_teams_bonuses

Enables the Payroll tab on the Teams page for all teams and grants access to add bonuses

teams_can_see_structure

Grants access to view the company structure

teams_can_see_timeoffs_balance

Grants access to view the time-off balance tab for all teams

teams_can_see_agreement_finance_data

Enables the Agreements tab for their own team, provided that the user has project viewing permissions

Interface overview

To create a new department, use the New Department option, and to create a team, use the New Team option.

New Department / New Team

Field

Description

Name*

Team name

Head

Team leader

Unlimited access to finance data

The team leader will be able to view data in the Salary Changes Report and see and edit information on the Payroll and Commission Management tabs

Limited access to finance data

The team leader will see data in the Salary Changes report and will have access to the Payroll and Commission Management tabs only for the period from the specified Assign date

No access to finance data

The team leader will be able to see data in the Salary Changes Report but will not have access to the Payroll and Commission Management tabs

Team participants

Criteria (basis) for forming the team

Employees

Company employees who are part of the team

Projects

Project/projects based on which one team will be formed

Positions

Positions based on which one team will be formed

Skills

Skills based on which one team will be formed

Employees who are not added to any teams will be displayed in the Unassigned people list.

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