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.

See the team

Go to People › Team.
Choose All, Artistic or Technical.
To find someone, type in Search by name, email....
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.

The Specialty column shows what each person does: for musicians, their specialty, instrument and category, and for technical staff, their job position. If someone on the technical staff has a blank specialty, their contract has no job position: open it and choose one on the Specialty and position card.

To narrow down the list, click the filters button on the right: Department, Ensemble, Specialty, Section, Instrument, Category and Job position. Section, instrument and category are for musicians, and you can pick several instruments and categories; the job position is for technical staff.

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: what the person counts in the period you choose: Counted services, Counted hours, days with services and projects, with their latest services and the Breakdown by project. It is counted the same way as the team performance, explained in See and compare team performance. You only see it if your access role has the performance permission.

Change a person’s details

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

Remove someone from the team

The team page has no button to remove anyone either. A person stops appearing when their contract ends, with the list on today’s dates, or when their contract is rejected or cancelled. If the end date has to be brought forward or the contract cancelled, it’s done in the contract itself, in Contracts. Their earlier contracts still show if you choose those dates in Active between.

Export the staff census

Click Download › 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. If your access role sees personal data trimmed, the ID number and the social security number only show their last characters, and the date of birth is empty.

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.

Send a communication

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.
You want to remove someone from the team. It isn’t done from this page: they leave the list when their contract ends, as explained above.
«Error al exportar» appears when downloading the census. Your access role doesn’t include exporting contracts. Talk to the person who manages your institution.
Fewer emails were copied than you selected. Some of those people have no email, or you selected them on another page.
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.