View and edit the team

Team lists the people with a permanent contract as artistic or technical staff at your institution. People who only have per-project contracts don’t appear. From there you open each person’s record, with their contracts, details, requirements and activity. To add someone, you create their contract.

You need permission

This option only appears if your access role allows it. If you don't see it, ask the person who manages your institution to review your role.

See the team

1. Go to People › Team.
2. Choose All, Artistic or Technical.
3. To find someone, type in Search by name, email....
4. Click a row to open that person’s record.

By default, only people with a contract current today are shown. To see people who started or finished on other dates, change Active between; if you clear it, all the team’s contracts are shown, including ended ones. Per-project contracts and rejected or cancelled ones are never shown.

To narrow down the list, use Ensemble and, with the filters button on the right, Specialty, Instrument and Category.

A person’s record

• Profile: their contracts, with speciality, ensemble and dates, and View contract to open each one. Below, their identity, contact, documents and bank account, with a button to copy each detail.
• Requirements: the ones they’ve met and the ones still pending.
• Notes: internal notes about the person.
• Activity: services, projects and hours over a date range, with Recent services and the Breakdown by project.

Change a person’s details

1. On their record, click Modify data.
2. Go through the steps and change what you need: Identity, Contact, Hiring and Banking.
3. Click Close.

Everything in the form is saved when the dialog closes, however you close it, and no message appears. If you changed something by mistake, open it again and put it back as it was.

Add someone to the team

The team page has no add button: a person joins the team when they have a permanent artistic or technical staff contract. A per-project contract doesn’t add them to the team. Create it in People › Administration › Contracts › Add, as explained in Offer a contract. Their function, ensemble and organizational classification are explained in Organize the team.

Export the staff census

Click Export › Worker census. An Excel file is downloaded with the surnames, first name, ID number, social security number, date of birth, ensemble, speciality, category and contract dates of the people the list shows with your filters, from every page.

Copy emails

Select the people in the list and click Copy emails (…). The emails are copied separated by semicolons, ready to paste into an email. Only the people selected on the page you have on screen are copied: if there are many, show 100 per page before selecting them. For a single person, the ⋮ menu on their row has Copy email and copy link to their record.

If it doesn’t work

• People are missing from the list. Check Active between: by default only contracts current today are shown, and Clear filters also resets it to today. Also check you don’t have Artistic or Technical selected. Only people with a permanent contract are shown: someone who only has per-project contracts doesn’t appear in the team.
• You can’t find how to add someone. They’re added by creating their contract, as explained above.
• Fewer emails were copied than you selected. Some of those people have no email.
• You don’t see Modify data or Team in the menu. Your access role doesn’t allow it. Talk to the person who manages your institution.

If the details you change aren’t saved or the export fails again and again, write to us at help@weikos.io with a screenshot.

We will never ask you for your password or bank details by email. If you receive a message asking for them on behalf of Weikos, don’t reply and write to us at help@weikos.io.