Teams

Learn more about ‘Teams‘

Team chart

View the ‘Team’ chart.

Steps 

1. Navigate to the ‘Workbar’ and select the ‘Directory icon’
2. From the list of options displayed, select ‘Teams’
3. You will be directed to the ‘Teams’ home screen
4. Select the “Team Chart” tab
5. Here you will see the “Team Chart”
6. To view the subteams select the “+” icon
7. To collapse the subteams select the “-” icon

View of what a team chart looks like

Find teams

Find ‘Teams’  in the directory.

Steps

1. Navigate to the ‘Workbar’ and select the ‘Directory icon’
2. From the list of options displayed, select ‘Find teams’
3. You will be directed to the ‘Find teams’ screen. Here you can see the following details:
   1. All the existing ‘Teams from A-Z’
   2. Overview of your ‘Team’ 
   3. Size of ‘Teams’ 
4. Option to search for a ‘Team’
   1. Select the ‘Search‘ bar underneath the ‘Teams‘ heading
   2. Input the ‘Team‘ you would like to find
   3. ‘Select’ the ‘Team‘
   4. You will be redirected the that ‘Teams‘ page

View a Team

Be able to ‘View‘ a team

Steps

1. Navigate to the ‘Team‘ of your choice
2. Select the ‘Team‘
3. You will be redirected to the ‘Team‘ homepage

Home tab

1. Here you will be able to ‘View‘
   1. ‘At a glance‘ infographic
      • • ‘Skills‘
        • ‘Locations‘
        • ‘Members’
        • ‘Grades’
   2. ‘About this team‘ info
   3. ‘Contact information‘ info
   4. The ‘Team‘ location on the ‘Team chart‘
2. Select the ‘Edit‘ button located in the top right of the page to ‘Edit‘ the information displayed
3. Select the ‘Three dots‘ in the top right of the page to ‘Delete‘ the ‘Team‘

Members tab

1. Here you will be able to ‘View‘ all and 
   1. Assign a Team lead
   2. Assign Team admin/s
   3. Add/Remove Team members

Dashboard tab

1. Here you will be able to ‘View‘
   1. Member content
   2. Top roles
   3. Top locations
   4. Top skills
   5. Top grades

Team admins and members

Note to admins who create teams, you will automatically be added as a Team admin but not a member.

If you do not want to retain the ‘Admin role’ or remain a member of the team, please:

1. Assign another user as Team admin
2. Revoke your admin role or delete your profile in the table using the Actions ‘three dots’ menu option

If you do wish to be just a ‘member’ of the team, please:

1. Assign another user as Team admin
2. Delete your profile in the table using the Actions ‘three dots’ menu option
3. Add yourself back as a member again

Add text block

Find ‘Teams’  in the directory and add a ‘Text Block‘

Steps

1. Navigate to the ‘Workbar’ and select the ‘Directory icon’
2. From the list of options displayed, select ‘Find teams’
3. Select the ‘ADD TEXT BLOCK’ option
   

   add text block

    

4. The ‘Add text block’ option will be displayed on the screen. Add the following details:
   1. 1. ‘Block title’
      2. ‘Description’

1. Add a link
   1. 1. ‘URL link’ 
      2. ‘URL title’ 
2. Add another link

1. 1. Select ‘SAVE’
      
      

      input text block

       

       

Administration

Select the Admin section for ‘Team’ management

Steps

1. Navigate to the ‘Teams’ section
2. Select the “Admin” tab

Team Management

1. Select “Team management” tab on the left hand side
2. Select the three dots on the right hand side of a team to “Edit” or “Delete” a team
3. Select “Add team” to add another ‘Team’
   • • Complete all mandatory fields
     • “Add” one or administrators
     • “Add” one more members
     • “Organise” the team under its’ parent team
     • “Choose” require publishing options
     • Select “Save”

Team Email

1. Select the “Team email” tab on the left hand side
2. Tick “Send email to users without a team” – if you want users who are not in a team to be notified of this.
3. Tick “Send email to managers” – if you want managers to receive an email if one of their subordinates does not have a team.
4. Select “Save”

Team chart

1. Select “Team chart” tab on the left hand side
2. Input the name of the organisation that you want to appear at the top of your “Team Chart”
3. Select “Save”

Demo