Creating a Worktray (Desktop)

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Worktrays can be set up in PensionPro to assign Project Tasks to a team of users to complete. Worktrays are comprised of Team Members and Team Leaders which dictate who can reassign a Worktray Task to him/herself or other Team Members.

 

Tier Availability: Premium, Business
Security Rights Required: Maintenance

 

Worktray team members are displayed on the Worktray Dashboard. Worktrays can be used to help organize user workloads and delegate one or more tasks to an employee when it is activated versus assignment in the project template. 

 

Accessing and Editing Worktray Team Information

Worktray/Team information can be accessed from the Application Menu by clicking Maintenance > Team Information. Users can click the Team Name dropdown menu to select the appropriate Team Name to Edit or Delete.

Add a New Worktray

  1. From the Teams/Team Members tab, click the Add button to the right of the Team Name dropdown menu.
  2. An Add/Edit Team Name will appear. Enter a name for the Worktray/Team in the text field.
  3. Click Save.

 

Edit a Worktray Name

  1. From the Teams/Team Members tab, select a Worktray/Team name from the Team Name dropdown menu.
  2. Click the Edit button to the right of the Team Name dropdown menu.
  3. An Add/Edit Team Name will appear. Enter a name for the Worktray/Team in the text field.
  4. Click Save.

 

Delete a Worktray

  1. From the Teams/Team Members tab, select a Worktray/Team name from the Team Name dropdown menu.
  2. Click the Delete button to the right of the Team Name dropdown menu.
  3. Click "Yes" to confirm deletion.

 

 

Add and Edit Team Members

Employees can be on multiple Teams, and an Employee can be a Team Leader of more than one Team.  If an Employee is a Team Leader for more than one Team, they will be able to view, assign and reassign the workload for the members of all of their Teams on the Worktray Dashboard

If users set up a Team in PensionPro and have management rights, they will be able to see all Employees listed on that Team on the Management Dashboard as well, regardless of role on the Team. However, only the Employees assigned as Team Leader will be listed on the Global Reassignment and Open Projects tabs.  By accessing the Management Dashboard, users are able to view the Team Members from the Teams they are associated with on Global Reassignment and Open Projects.

 

Add Team Members

  1. From the Teams/Team Members tab, select a Worktray/Team name from the Team Name dropdown menu.
  2. Click the Add button to the far right of the Team Members grid to add new Team Members to the Team/Worktray.
  3. When the Add/Edit Team Member popup appears, use the dropdown menus to add Employees to the Team as either a Team Member or Team Leader.
  4. Click Save when complete.
  • The Team Leader will be able to view, assign and reassign the workload of all members on their Team through the Worktray Dashboard.  A Team Leader is not required to have management rights to complete these functions; strictly making them a Team Leader gives them the necessary security rights.
  • Employees added as a Team Member will be able to view the Worktray Dashboard and assign Tasks to themselves only. 

 

Editing Team information and Members

  1. Click on the Edit button on the row with the Employee’s information. An Add/Edit Team Member Popup should appear.
  2. Edit the Employee’s role on the Team by using the dropdown menus.
  3. Click Save when Complete.

 

Delete Team Members from a Team

  1. Click the Delete button that appears to the far right of the employee name to remove the employee as a Member from the Team.
  2. Click "Yes" to confirm deletion.

 

 

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