---
title: "Set up Team Staffing"
slug: "set-up-team-staffing"
updated: 2026-10-04T15:48:55Z
published: 2026-10-04T15:48:55Z
canonical: "help.workeasysoftware.com/set-up-team-staffing"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Team Staffing

This feature helps managers and admins plan coverage, balance workloads, and generate shifts efficiently. It’s designed to make scheduling faster and more accurate across teams. By the end of this guide, you’ll know how to configure team staffing, understand when it’s appropriate to use, and apply it to build optimized schedules with ease.

## Overview

Team staffing lets you define the composition and minimums for a team, such as required positions or skills per shift. When you schedule with a team, the system can create the corresponding open shifts and suggest or notify qualified employees, which speeds up scheduling and helps ensure coverage.

Team staffing works best when your [schedule criteria](/docs/create-schedule-criteria) are set to **position**, **skill**, or **qualification**. It is less effective if your plan schedules only by **location**.

## Before you begin

- Create schedule criteria first.
- Create a schedule plan that uses those criteria.

## Create a team

1. Go to **Scheduling** and open the **Team Staffing** tab at the top of the page.
2. Click the ellipsis > **Add**.
3. Enter a **Name** (for example, Day crew or Night crew) and choose a **Color** for easy visual identification when schedules are created.
4. Optionally add **Notes** to apply whenever this team is used.
5. Under **Team definitions**, click the plus sign. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(907).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A43%3A44Z&se=2026-11-01T16%3A43%3A44Z&sr=c&sp=r&sig=G4W9GkhLyzvmhj6X05CbtJk2iaKZLw3pOf8IIa23gTU%3D)
6. Click the ellipsis > **Add** to add the roles or attributes that match your plan’s criteria. Select a location, a department, a position, and and set minimums and maximums for the number of employees needed. **Required** means minimum and **Total** means maximum. For example, quality inspectors required (min) 1; total (max) 1; assemblers required (min) 1; total (max) 3).
7. Click **Save**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(908).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A43%3A44Z&se=2026-11-01T16%3A43%3A44Z&sr=c&sp=r&sig=G4W9GkhLyzvmhj6X05CbtJk2iaKZLw3pOf8IIa23gTU%3D)
8. Click **Save**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(909).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A43%3A44Z&se=2026-11-01T16%3A43%3A44Z&sr=c&sp=r&sig=G4W9GkhLyzvmhj6X05CbtJk2iaKZLw3pOf8IIa23gTU%3D)
9. You can edit a team to change requirements, such as increasing a role’s minimum count. Archive a team to remove it from scheduling when it is no longer needed. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(910).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A43%3A44Z&se=2026-11-01T16%3A43%3A44Z&sr=c&sp=r&sig=G4W9GkhLyzvmhj6X05CbtJk2iaKZLw3pOf8IIa23gTU%3D)

## Use team staffing to create shifts

In the Scheduler, switch to a By Team Staffing view and select the team and time range. The system creates the required open shifts for each defined role so you can assign employees or publish to notify qualified workers. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(911).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A43%3A44Z&se=2026-11-01T16%3A43%3A44Z&sr=c&sp=r&sig=G4W9GkhLyzvmhj6X05CbtJk2iaKZLw3pOf8IIa23gTU%3D)

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(916).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A43%3A44Z&se=2026-11-01T16%3A43%3A44Z&sr=c&sp=r&sig=G4W9GkhLyzvmhj6X05CbtJk2iaKZLw3pOf8IIa23gTU%3D) ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(915).png?sv=2026-02-06&spr=https&st=2026-11-01T15%3A43%3A44Z&se=2026-11-01T16%3A43%3A44Z&sr=c&sp=r&sig=G4W9GkhLyzvmhj6X05CbtJk2iaKZLw3pOf8IIa23gTU%3D) Because the team structure encodes minimums, managers can see when coverage is incomplete and take action.

> If you have questions, call (888) 783-1493, email [support@workeasysoftware.com](mailto:support@workeasysoftware.com), or [submit a ticket](https://www.workeasysoftware.com/resources/submit-a-ticket).