Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin
Teams are groups you can manually create in your HR platform. They can be useful for grouping employees, for example, people who are working on the same project or are in the same department.
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 information about a team, disable a team, and delete any teams you created previously.
Creating a new team
- Click the Settings button, at the bottom of the navigation menu on the left of your homepage.
- Click the Teams submenu, under General Settings.
- 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.
Adding an employee to a team
Helpful Hint
You can only add employees to a team after you have finished creating the team.
- Log into Employment Hero.
- Click the People option on the left-hand side menu.
- Click the Employees List option.
- Select the employee whose details you need to update.
- Click the Employment details tab.
- Type the team name into the Teams field.
- Click the Save button.
Deleting an employee from a team
- Log into Employment Hero.
- Click the People option on the left-hand side menu.
- Click the Employees List option.
- Select the employee whose details you need to update.
- Click the Employment details tab.
- Scroll down to the teams field and click next to the team you want to remove the employee from.
- Use the back/delete button to remove the team from the field.
- Click the Save button.
Editing team details
- 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.
Enabling a team
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 a team
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.
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