NX Team Service Configuration & Features

Background

Team Service allows multiple employees to collaborate on a single order. This method supports Servers, Bussers, Food Runners, and Bartenders as a unified team. Instead of attributing tips and revenue to a single employee, the system distributes these among Team Members based on configurable rules.

Implementation

Teams are created by managers through the NX Portal or NX App. Once created, a Team holds both its Members and the Orders assigned to it.

Team Members

• Managers select initial Members at Team creation.
• Members can be added at any time. A timestamp (addedAt) is recorded.
• Members can be removed by employees with the Team.Update permission.
• Ending a Member's contribution (vs. removing them) is tracked with an endedAt timestamp via the Manager View.

Team Calculations Are Based On:

• addedAt — When the Member joined the Team
• endedAt — When the Member stopped contributing
• Assigned percentage of revenue/tips

Orders

• Orders can be added ad-hoc through the Order Entry Commands ("Add to Team").
• Or from Manager View Teams Add Order (only current day Orders eligible).

Reporting

• Shift Summary Report can be scoped to a specific Team and business date.
• Teams Report (coming Q2-2025) will offer deeper insights into Team activity.

Permissions & Implications

• Team.View — View Teams in the NX Portal & App
• Team.Create — Create a new Team
• Team.Update — Update Team details, Members, and order assignments
• Team.Delete — Permanently delete a Team
• Team.AddCheck — Add an order to a Team
• Team.AddSelf — Add yourself to a Team

Permission Overrides

When a user is a Team Member:

• Permissions tied to “...others orders” are waived for orders in that Team.
• Team Members can fully interact with orders as if they were the owner.

Team Status

• Teams can be either open or closed.
• Closing a Team prevents any new Members or Orders from being added.
• All Members are automatically marked with endedAt when a Team is closed.
• Teams are auto-closed at Close Day if still open, and endedAt is set for all Members.
• Clocking out does not automatically close a Team.

Technical Considerations

Teams are transactional data objects, but not included in the daily sales archive at Close Day due to their lightweight nature.

Logging

NX emits the following logs related to Teams:

• team-created — When a Team is created
• team-updated — When a Team is changed
• team-closed — When a Team is closed
• team-reopened — When a closed Team is reopened
• team-Member-added — When a Member joins a Team
• team-check-added — When an Order is added to a Team