Manage HRM Teams
Review team members, managers, and team structure after teams are created.
Use HRM teams to group employees for reporting, manager review, staffing, and internal organization. Creating the team is only the first step. Teams stay useful when membership, manager assignment, and department context are kept current.
Open A Team
- Open HRM > Teams.
- Select the team you want to review.
- Check team name, manager, members, department context, and status.
- Update membership when employees join, move teams, or leave.
If the team is used for payroll review, leave coverage, attendance review, or reporting, confirm changes with the manager before saving.
What To Review
Review these fields when maintaining a team:
- team name and description
- team manager or owner
- active employee membership
- department or location context when your process uses it
- employees who changed role, manager, or employment status
- employees who should no longer appear in the team
Team membership can affect how managers review leave, attendance, workload, and HRM reports. Keep team records aligned with employee profiles.
Team Change Routine
Review teams during onboarding, offboarding, department changes, manager changes, and reorganization. After changing a team, check the related employee profiles and reports that use team membership.
If an employee appears in the wrong team, fix the team membership or employee profile before changing reports. Reports should reflect clean HRM records.
Before Reorganizing Teams
Before a larger team cleanup, export or note the current team structure, then make changes in a quiet period. Review managers, active employees, pending leave, attendance review ownership, and open payroll periods before moving many people.
After the change, ask one manager to confirm their team list. This catches missing employees before leave approvals, reports, or payroll review depend on the updated structure.
Team Quality Checklist
A useful team record should have:
- a clear team name
- an accountable manager or owner
- active members only
- no duplicate employees
- membership that matches employee profiles
- reports that show the expected team count
Troubleshooting
If a manager cannot find an employee, check the employee profile, team membership, manager assignment, role permissions, and active workspace.
If a report shows the wrong team count, look for inactive employees, duplicate employee profiles, or stale team membership.