What are teams and how do i use them

When you create a team, you're not just grouping employees together, you're creating a workflow where you can easily share policies, documents, and tasks with specific groups of employees. This means no more information overload for your new hires as they'll only receive the information and materials that are relevant to their roles. And the best part? You can assign employees to multiple teams to give them an even more personalised experience.

Understanding Management Reporting Lines 

In Employment Hero, you can assign a primary and secondary manager to each of your employees. 

Primary and secondary managers have a variety of responsibilities, including approving leave requests, timesheets, and expenses for their team members. They can also submit these requests on behalf of their employees.

By assigning a primary and secondary manager, you can empower your team to take control of their own work, while still providing the necessary oversight to ensure that everything runs smoothly. 

By default, a primary or secondary manager will be able to see the following information in their reporting employee’s files: 
 

• Employee Overview: Managers will get an at-a-glance view of each employee's name, job title, teams and work email.
• Leave Details: Primary/Managers will be able to view, accept or decline an employee’s leave request. If your payroll platform is integrated with Employment Hero, managers can easily check an employee's current leave balance.
• Company Assets: Managers can view any company assets that have been assigned to your employees , ensuring they have the tools they need to do their job.
• Performance Reviews: Primary Managers can keep track of their team's progress and growth with the performance review feature.
• Additional Information: For platinum users, there's the option to add custom fields to each employee's profile for even more tailored information. Managers will be able to view these fields.

Step 1: Create your initial team categories

1. Click the Settings menu.
2. Click the Teams submenu.
3. Click Add Team.
4. Choose a naming convention for your team.
5. Click Create.

More information for managing teams ongoing found here.

Step 2: Assigning Teams/Managers

There are two ways in which you can assign an employee to a team and assign their reporting managers - either one-by-one or using our bulk upload method. See step by steps below and choose which method works for you:

a - assign one-by-one

1. Click People.
2. Click Employees List from the submenu.
3. Select the employee that needs their details updated.
4. Click the Employment Details tab.
5. Click the Edit button.
6. Use the drop-down menu to select a Primary Manager.
7. Use the drop-down menu to select a Secondary Manager.
8. Use the drop-down menu to select the relevant teams.
9. Save.

a - assign in bulk using a CSV upload

1. Click People.
2. Click Import Employees from the submenu.
3. Use one of our handy templates by selecting Update Employee Employment Details and Download.
4. To update an employee's Primary/Secondary Manager, edit the respective columns by entering in the account email of the employee's manager (TIP: copy and paste the manager's account email from your template export into the primary or secondary manager column of the employee). Make sure to use the account email, as this is the unique identifier of that manager to connect the profile accordingly.
5. To update an employee’s team, edit the respective column in the template. To add multiple teams, separate each team with a pipe symbol ‘ | ‘. For example: ‘Sales | Management | Remote’
6. Once completed, save as a CSV file. 
7. Back on Employment Hero, use the grey box on the left to upload your file. 
8. If you've used the provided template, the import fields will be automatically configured. If you're using your own CSV, use the Map Your Columns page to ensure all of the fields are correctly imported.
9. When you’re ready, select Continue.
10. You'll see the Imported Successfully page, where you can review the number of employee records that were created or updated. To view the new or updated employee records, click on the Go to Employee Page button.

Organisation Chart 

The Organisation Chart allows you and your employees to view the unique relationships between the various reporting lines, teams or individuals within your organisation.

Access your Organisation Chart by selecting:

1. People
2. Organisation Chart

At the top of your organisational chart, you'll find the big cheeses - the top dogs - you get the picture. Everyone else falls below them in this structure. 

If you see an employee floating off to the side like a lone island, that means they haven't been assigned a manager yet. Don't worry, you can easily fix this!
As an admin, just click on the file option in the top corner of their Personnel File to access it and update their information.

Frequently Asked Questions

What can managers see on an employee file in Employment Hero?

• By default, your managers will have access to the following details for any employee who reports to them:
• Employee Overview (this is where you will see an employee’s name, job title, teams and work email).
• Leave Details including ‌current leave balance if you are integrated with a payroll platform.
• Company assets that have been assigned to the employee.
• Performance Reviews. 
• Additional Information (this is a platinum feature also known as Custom Fields).

How do I assign primary managers to employees in bulk?

You can assign primary managers to employees in bulk by using the Update Employee Employment Details CSV template. You will need to enter the employee’s manager’s account email address in the primary manager column. 

 You can find this email in the account email column for the manager. Copy and paste the manager’s account email into the primary manager column for the employee.
 

Can I assign multiple teams to an employee?

Yes you can. As an admin, you can assign multiple teams. You can do this one-by-one from within the employee file (Employment details tab) by selecting the teams from the Teams drop down, and in bulk by using the Update Employee Employment Details CSV template. To add multiple teams, you will need to use the space pipe symbol space format (i.e., Sales | Leadership).
 

I have uploaded my CSV file and have received conflicts, how do I fix these?

Employment Hero will provide you with conflict notes which will explain the error and the specific cell that has caused the error. Download the CSV file that has been provided and amend the values in those cells. Remember to save your CSV file and re-upload.

I’m having issues with my employees not displaying on the Organisation Chart. How do I resolve this?

• There might be several reasons for your employees not displaying on the Organisation Chart. Please review if any of the following scenarios exist: 
  • Employees will only appear on the organisation chart on their start date. 
  • An employee cannot be a manager of themselves or have a reporting line that will lead to themselves, and no two managers can report into each other. If any of these scenarios exist, the organisation chart will not display these employees.