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.
Why is it useful to set up teams?
It is useful for grouping users to share certifications or policies with specific groups rather than all employees.
You can also post announcements to certain teams too.
Employees can be part of multiple teams, and team names are not limited to teams you have in your organisation.
Manager Access and Permissions
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.
Getting Started
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. Choose which method works for you:
- Click the Settings menu.
- Click the Teams submenu.
- Click Add Team.
- Choose a naming convention for your team.
- Click Create.
More information for managing teams ongoing found here.