Manage teams
Background
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.
Create team
From list view or tree view
Navigate to Company directory >> Teams tab option in left/top navigation. There are two views for teams, list view and tree view. Teams can be managed from both views. In below screenshots list and tree view are highlighted displayed. UpRaise dmins/super admins or users with sufficient permissions can add or edit team.
Clicking on Add team, opens up below pop-up
UpRaise supports the creation of teams with below team attributes -
Logo - Team logo/icon. If there is no team logo, it shows the initial of the team name as a team logo.
The system accepts any gif, png, jpg, jpeg, bmp & tiff image up to 5mb as a team logo.
Name*- Team’s unique name (Mandatory)
Parent team - Prent team to define the team structure/heirarchy
Unit - Read https://amoeboids.atlassian.net/wiki/spaces/UPFJ/pages/2560884741
Jira groups - This allows to synce team members with your Jira groups
Team lead - This is a special type of team member. This is someone who manages/leads a team
Type - Classify your teams based on its niche, departments, etc
Team members - Can be manually added or synced with Jira groups
Description - Any description of the team
From users tab
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 teams tab.
Editing a team
From list or tree view
Editing of the team from the list/tree view entails editing team attributes like name, team lead, parent team, team type, description, team logo, adding or deleting users. Click on Edit option in front of team record 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 UpRaise users tab. Importantly, UpRaise users who do not yet have access to UpRaise can also be added to teams & even made team leads. But they will still not be able to access UpRaise 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.
To edit teams from Tree view, hover on the team and you will see a pencil icon to edit the team. Clicking on 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.
From team profile page
Teams can be edited from team profile page. Navigate to relevant team profile page by clicking on the team name. Click on Edit option from actions at the top right corner. On edit pop up edit relevant team attributes and click in Update.
Deleting a team
A team can only be deleted if there are no users and objectives associated with that team. Remove all the associated users from the team (including the team lead) and objectives then you can delete the team.
Below image shows the Delete option on list view.
On tree view, hover over on the team and it shows a delete icon. The team can be deleted from tree view by clicking on Trash icon.
On team profile, click on Delete option under action, click on confirm and the team will be deleted if there are no users and objectives associated with the team.
Other actions/information about teams
Users belonging to a selected team
On teams tab, list view also allows UpRaise 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/deleting a team lead
While adding or editing a team, one of the existing UpRaise users can be made 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.
Users can be added 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. One user can belong to multiple teams.
Removing Team Members
Similarly, there are two ways to remove team member/s from team/s.
UpRaise admins can remove users from the team by editing their team attribute from users tab while updating an existing one.
Admins or users with sufficient permissions can remove users from team/s while editing existing team/s.
Mark team inactive/active
When it comes to deleting a team, there are a few restrictions on teams deletion like -
No team can be deleted unless OKRs associated with that team are deleted.
No team can be deleted unless users associated with the team are removed from the team.
These situations were creating problems wherein teams are formed & disbanded frequently & OKRs shouldn't be removed from the system. To solve this issue, we have added an ability to mark the team as active/inactive. You can also filter teams with their statuses.
Navigate to Teams tab >> Click on Actions in the relevant team’s row >> Click on Make inactive >> Confirm your action.
All about inactive team/s
When teams are marked inactive these are few quick facts you need to keep in mind -
Team members cannot be added or removed from inactive team/s.
Inactive teams do not appear in search results teams while creating objectives, sharing objectives/feedback, distributing forms, etc.
Teams can be filtered with active/inactive statuses on teams tab.
Parent or children teams cannot be marked inactive directly. The parent-team association needs to be removed from the hierarchy to mark it as inactive.
Marking team inactive does not impact on UpRaise access of its team members.
Navigate to Teams tab >> Click on Actions in the relevant team’s row >> Click on Make active >> Confirm your action.
Filters and columns on team list view
Filters
Columns
Below highlighted default columns are available on Teams tab. Names column can be sorted. On Type column, notice the Manage link. With that link existing Team types can be added, removed or edited.