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Teams are a group of individuals clubbed together by virtue of one or more common attributes. Every company is made of such teams, grouped by their functions, expertise or some other attributes depending on the business need & strategy.
Read more about the concept here.
Employee Garrison supports the creation of such teams. A team can have its title, logo, team members, a team lead (a special type of team member), a parent team, type & description. All this information is used to create org hierarchy chart within Employee Garrison.
Employee Garrison admin/super admin can navigate to the Teams tab on company directory option in left/top navigation. There are two views for teams, list view and tree view as shown in below images respectively. Teams can be managed from both views.
List view
Adding a team
Employee Garrison admins can add a new team easily with add team option.
As shown in the image below, the only name field is mandatory and rest of the fields are not mandatory while adding a new team.
Only admins/super admins can add or edit team logo. If there is no team logo, it shows the initial of the team name as a team logo on the team profile. The system accepts any gif, png, jpg, jpeg, bmp & tiff image up to 5mb as a team logo.
Another way a team can be added is from the users tab while adding or editing a user. New team text would appear in the bracket as highlighted below. When the user is added/updated, the new team will be reflected in the team tab.
As shown in the image above, you can make use of HTML editor support for team description. You can also add relevant links in the description as these are clickable to every user from team profile page.
Editing a team
Editing of the team from the list view entails activities such as - editing team name, editing/adding team lead, editing/adding parent team, editing/changing team type, editing description, editing team logo (image max up to 5MB), adding or deleting users. To edit the team, click on edit option in front of team entry that you want to edit. On the team edit pop up all team attributes are displayed in edit mode.
Note that while adding or editing a team, team lead needs to be a user who is already available in Employee Garrison users tab. Importantly, Employee Garrison users who do not yet have access to Employee Garrison can also be added to teams & even made team leads. But they will still not be able to access Employee Garrison until access is given to them. So you can easily build the complete hierarchy and employee data even during pilot & when roll-out is complete, all the users will be properly associated with their teams.
Deleting a team
A team can only be deleted if there are no users associated with that team. Remove all the associated users from the team (including the team lead), then you can delete the team.
Users belonging to a selected team
Teams tab - list view also allows Employee Garrison admin to see the list of users who are members of a particular team (refer to the screenshot below). Clicking on the number of users (link) opens a pop-up that lists down all the users with corresponding managers & teams.
Making a user team lead of a team is automatically reflected on his profile with (TL) - in the users tab as well as on his own profile.
Assigning a team lead
While adding or editing a team, one of the existing Employee Garrison users can be made a team lead.
Making a user team lead of a team is automatically reflected on user entry with (TL) - in the users tab.
Removing a team lead
A team lead can be removed by editing team attributes or user attributes.
Adding team members
Addition of team members is possible in two ways.
- Employee Garrison admins can add users to the team by editing their team attribute from users tab while adding a new user or updating an existing one.
- Admins can add users in team/s while creating a new team or editing existing team/s
Removing Team Members
Similarly, there are two ways to remove team member/s from team/s.
- Employee Garrison admins can remove users from the team by editing their team attribute from users tab while updating an existing one.
Admins can remove users from team/s while creating editing existing team/s.
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One user can belong to multiple teams. |
Tree view
Adding a team
Click on Add Team option at right corner to add a new team from the tree view.
Add team pop up will open where you can add team name and other team attributes and click on create.
Editing a team
Hover on the team and you will see a pencil icon to edit the team. Clicking on edit icon opens up a team editing pop -up.
This is the similar pop up to edit team that opens when you edit a team from the list view. It allows to add or delete user/s, edits other team attributes like name, logo, parent team, team lead, type, description.
Deleting a team
Hover over on the team and it shows a delete icon. The team can be deleted from tree view by clicking that delete icon.
A team can only be deleted if there are no users associated with that team. Remove all the associated users from the team (including the team lead), then you can delete the team.
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