Create Or Edit A Team
Organize employees into departments or teams.
Teams help organize employee records, reporting, managers, and structure.
Keep team structure simple enough that employees and managers can understand where records belong.
Use teams for stable organizational structure. Use filters or saved views for temporary groups that will not affect reporting, holidays, approvals, or management.
When To Create A Team
Create a team when employees should be grouped for reporting, management, holiday assignment, or organizational structure. Teams can also represent departments when your workspace uses department-based HRM organization.
Do not create a team only to solve one filter problem. If the group will not be used for reporting, management, holidays, or approvals, a simpler employee field or saved view may be easier to maintain.
Create A Team
- Open HRM > Teams.
- Select Add team.
- Enter the team name.
- Add an optional code.
- Choose a manager if one is assigned.
- Choose a parent team if this team belongs under another team.
- Add a description.
- Set whether the team is active.
- Save the team.
Team Detail
Team details can show status, code, description, manager, parent team, member count, sub-team count, positions, and activity timestamps.
Before Saving A Team
Confirm the team name, manager, parent team, and active status before saving. If the team will affect holidays, leave approval, payroll review, or reports, check those dependencies before assigning employees. A team created only for one report can still change how managers interpret HRM data later.
Team Fields
- Name: the visible team or department name.
- Code: optional internal code.
- Manager: employee responsible for the team.
- Parent team: higher-level team if this team sits under another group.
- Description: notes about what the team owns.
- Active: whether the team should be used now.
Use parent teams to build a simple hierarchy, such as Operations > Support or Delivery > Design.
Avoid creating a hierarchy deeper than your reporting process needs. Too many levels can make HRM reporting and holiday assignment harder to maintain.
After Creating A Team
Assign employees to the team from employee records. If holidays apply only to specific teams, use the team when configuring holidays.
Review one employee profile after assignment to confirm the team appears where HR and managers expect it. Then check reports or holiday rules that depend on team membership.
Maintain Teams
Review teams after reorganizations, manager changes, department changes, and offboarding. Deactivate teams that should no longer be used, but keep historical context where reports still need it.
Before deactivating a team, move active employees, holidays, manager rules, and reporting responsibilities to the replacement team.
Reorganization Checklist
Before changing team structure:
- Identify active employees in each affected team.
- Confirm the new manager or parent team.
- Review holidays and approval rules.
- Check reports that group by team.
- Communicate the change to managers who use HRM reports.
Troubleshooting
If employees are missing from team reports, open their employee profile and confirm the team assignment.
If a holiday or manager rule applies to the wrong employees, check parent team relationships and active status.
If a team hierarchy becomes confusing, flatten it before adding more nested teams. HRM reports are easier to trust when team ownership is obvious.