HRM
Set up teams
Group employees into teams or departments, each with its own manager.
Teams group your people the way your business is organised, such as Design or Support, so you can see who belongs where and apply holidays to just one group.
Create a team
- Open HRM › Teams.
- Select Add Team.
- Enter the team Name, and a code if you use one.
- Choose the Manager.
- If this team sits inside another one, choose its Parent Team.
- Add a short description and leave the team active.
- Select Save team.
You're done when the team appears in HRM › Teams.
Add people to a team
Set the team as the Department on each employee's record. See Edit or offboard an employee.
Review a team
Select a team in HRM › Teams to see its Members, Positions and Sub-teams. Open a member from the list to fix their details. To change the team's name, manager or parent, select Edit team.
Good to know
- Keep the structure flat. One or two levels, such as Delivery › Design, is usually enough.
- Turn a team inactive instead of deleting it if past records still mention it. Deleting a team keeps members' history.
- Teams show up as the Department choices on employee records.