Team Leaders & Senior

This section explains how to set up Team Leaders (TL) and Senior Team Leaders (STL) in the system.

This is an important step because the Excel sheet does not automatically separate TL/STL from regular team members. You must configure this once so the system correctly identifies leadership roles.

Step 1: Log in

  1. Log in using your admin credentials.

  2. Open the Admin Panel (yellow button).

Step 2: Add TL / STL

  1. From the side navigation bar, select Team Leaders.

  2. In the first section, enter:

Important:
These fields must be accurate.
The system uses the Employee ID as the primary identifier, and the name as a secondary confirmation.

Step 3: Assign department

  1. Go to the Departments tab (next to General).

  1. Search for the name you just entered.

  2. Assign the correct department.

  3. Click Save.

Step 4: Reclassify after upload

After entering all TL/STL information:

  1. Go to Uploads in the navigation bar.

  1. Select the correct month on the right.

  1. Click Reclassify All.

This allows the system to scan and correctly identify newly added TL/STL members after the upload.