As an organisation, you form teams to accomplish tasks that are too large or complex for an individual to complete. Teams are also effective for work that requires unique skills and expertise. For example, developing a new product involves understanding customers' needs and how to design and build such a product to meet those expectations.
The Teams feature allows you to create a new team when the need arises within your organisation. You can also use this feature to edit the existing information, disable a team, and/ or delete any you created previously.
Important
You can only assign an employee to a team through the Employment Details feature. To read further details on this feature, refer to the following article.
Availability
| HR Plan: | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Getting started
- Click the Settings menu.
- Click the Teams submenu.
- Click the Add Team button.
- Type the team name into the Name field.
- Click the Create button.
Helpful Hint
You can nominate a Team Leader for more reporting and HR options. A Team Leader's additional access can be edited via the Custom Security Settings feature.
Editing data
- Click the Settings menu.
- Click the Teams submenu.
- Click the Action button.
- Click the Edit button.
- Make the required changes and click the Save button.
Data management
Important
The enabling a team feature is only available when a team is inactive.
- Click the Settings menu.
- Click the Teams submenu.
- Click the Action button.
- Click the Enable button.
Removing data
Important
The disabling a team feature is only available when a team is in use by an active employee.
- Click the Settings menu.
- Click the Teams sub-menu.
- Click the Action button.
- Click the Disable button.
Important
The deleting a team feature is only available when a team is not in use by an active employee. This means that you will need to remove any active or terminated employees from the team before deleting it.
- Click the Settings menu.
- Click the Teams submenu.
- Click the Action button.
- Click the Delete button.
Author recommended
So you have now updated your company teams and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- Updating your Company Details | HR Web Platform This feature allows you to update your organisational details stored within the HR platform, such as your head office phone number.
- Updating your company address | HR Web Platform This feature allows to update your organisational details stored within the HR platform, such as your head office address, state and country information.
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