1. business and industrial
2. business operations
3. human resources

xTeam 4.1 Documentation
xTeam 4.1 for Mac
Resources Scheduling.
Team management.
Documentation
ENGLISH VERSION
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PRESENTATION
xTeam is an incredibly useful tool to manage the working schedule of people in your group
or organization. Our goal is always to make the user's experience as intuitive and task
oriented as possible.
xTeam is a really powerful schedule management tool that is visually appealing. It helps
you share information, work jointly on schedules, and use all of your available human
resources as efficiently as possible: you can create daily working schedules, manage days
off for each person and track holidays.
xTeam is designed to automate the employee scheduling process. Manual scheduling can
take hours or even days to create and maintain. xTeam can dramatically reduce this
administrative expense, save time, optimize working hours, and eliminate schedule
mistakes.
We designed xTeam to be very user-friendly. Instead of wasting your time figuring out how
to decipher complex software, you can be more productive and efficient. Schedules are
available in a printer / spreadsheet friendly format so you easily print them out to post on
the wall or attach them in PDF format to any email.
REQUIREMENTS
xTeam requires OS X 10.7, OS X 10.8, OS X 10.9 or OS X 10.10 and a Mac with 64-Bit
capabilities. It’s available in English, French and German languages.
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TUTORIAL
1. Launch the application 2. This window will appears :
3. Click on the button at the bottom “Create a new schedule” at the bottom of the
window.
4. You will be asked to use the default library or none. Select the default library for this tutorial.
Save the new document in your Documents folder.
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5. This window appears :
E
B
A
C
D
You can see the main features :
A. Schedule button in the toolbar:
Allows you to define all the main settings of your planning. Working hours, days off and
display options.
B. Library button in the toolbar:
Allows you to define the Resources and Assignments of your planning
C. List of resources : Resources defined in the library will appears in this zone.
D. Planning view :
It’s where the assignments will be displayed in front of each resource name.
You can browse the view per day, week, month or year.
E. Search field
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6. First step : Setup your schedule settings
When you click on the Schedule button of the toolbar, this window will appears:
On the first tab section named “Weekly Working Schedule”, you define the default
working schedule of your team or your company. You will see later in the tutorial that you can create a different schedule for each
resource of the team. You can define a default pause duration or even add multiple pauses with the + button
located at the right of the window.
At the bottom of the window, you can see the total of working hours and pause.
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On the second tab section, you will define default holidays or days off.
Again, it’s also possible to define these options for each member of the team. We will
see that later.
At the bottom of the list, you can import and export items.
TIPS : export the default list and open it with a text editor to see the format to respect.
On the last tab section, you can define the default display options of the calendar.
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With settings , assignments can look differently. See below 2 examples :
7. Second step : Setup your resources
With the Library button of the toolbar, you can setup the members of the team or list of
human resources.This is the left portion of the window. www.xteamapp.com
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With the folder icon at the bottom of the window, you can create groups. With the + button you can add new resources to a selected group.
You can also drag and drop a resource from a group to another group.
Assigning a resource to a group is always mandatory.
When you add a new resource, this window will appears :
You can add a picture for a resource but the most important is that you can setup a
custom schedule for each resource. You have 3 options:
- use the default settings of the schedule that you just created. Remember the
schedule button.
- create a “custom week” schedule for this resource only. In the image above, we decided that Patrick will only work 3 days.
- create a complete custom schedule for each week of the year with the last option. www.xteamapp.com
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Let see how the third custom option is working. See below this image:
You can see that for week 13, Patrick is working during 3 days (white areas). For each week, you can setup a different schedule. Clicking on the blue calendar zone bring a popup window where you define hours for
each selected day.
You can also save a week as a template to use it later for another week. You can
browse weeks with the white arrows or the menu.
When you are done setting up your team schedule, let’s go to next step.
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8. Setup Assignments
On the right side of the library window, you can define your list of default assignments.
With the folder icon at the bottom of the library window, you can create groups. With the + button you can add new assignments to a selected group.
You can also drag and drop an assignment from a group to another group. Assigning an assignment to a group is always mandatory.
Each member of your team needs assignments. You can assign a color per assignment.
When you are done, you can now assign a task to each member of the team on the
schedule zone ! Let’s do that in the next step.
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9. The schedule zone You have 3 methods to assign missions for your team :
a. Use the button “new working time” of the toolbar.
b. Draw a mission directly on the calendar zone with your mouse
Note : when you need multiple tasks on the same day, just switch to the day view before to draw.
c. Use a simple drap and drop of an assignment from the library window to the
schedule view.
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For each mission, you can setup a repetition option or add notes. Double click on an
assignment on on the planning view.
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See below an example of multiple assignments.
10. The report view
The report view accessible below the toolbar allows you to see a full report for each
selected resource.
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FEEDBACK / SUPPORT
We are always interested about your feedback on our products. Use this address for questions and bug reports:
apps.adnx.com/support
At this address, you can also browse a lot of answers from frequently asked questions.
Join the community section to send feature request.
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