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A Team is a collection of employees consisting of members and 1 primary manager. In most cases a Team will have a Parent Team used to form your org chart.
Employees can see who else is in their Team and who their Manager is but they will not have access to other employee details unless they have the Team Manager or HR Manager role. Team Managers can access information about the members of the team they manage. They cannot setup or configure teams themselves as this is restricted to anyone with the HR Manager role.
Creating a Team
There are different ways you can create a team in Appogee HR, these are:
- Organisation area
- Teams area
Organisation
One of the ways you can create a team instantly is by going to Organisation.
Go to Organisation then click the green + icon.
A dialog box will open, enter the Team name and set a Primary Manager. In the Optional tab, you can choose whether to enable Sickness Reports & TOIL Requests.
When you are happy with the information, click Create Team.
Team
Go to Organization > Teams > + Create Team
Editing a Team
You can edit Teams from Organisation or Teams.
From Organisation click the pencil icon next to the team you wish to edit.
From Organisation > Teams, click on the name of the team you wish to edit.
The Team edit page is split into multiple tabs. Work through the tabs consecutively or you can choose a tab to edit.
Main Details
Edit the main details of the Team here:
- Name - edit the name of the Team
- Comments/Notes - optionally share notes here with other users who have access to this page
- Parent Team - this builds the org chart, if the team has no Parent Team, there is an option for (No Parent Team)
- HR Manager - The HR Manager controls Notifications & Checklists for the members of this Team
Leave Options & Approvals
This tab is split into further tabs for:
Requests Options, Approval Flows, Calendar and Active Leave Years.
Requests Options
Leave Requests
Here you'll be able to configure whether configured Approvers can approve their own Leave Requests, if Managers can make Leave Requests on behalf of Team Members and send Approval/Cancellation notifications to anyone outside of the Approval Flow.
Sickness Reports & TOIL (Comp Time) Allowance Claims
Within the Sickness Reports and TOIL Allowance Claims sections, you have the same options as the Leave Requests section above. The only difference is that you can choose whether members of this team have the ability to submit these kinds of requests in addition to their Leave Requests, as well as choose who can request Sickness Reports on behalf of members of this Team.
Approval Flows
This page will allow you to configure the Approval Flows for this Team for Leave, Sick and TOIL (if enabled).
Click "Select Approval Flow" to select from a pre-configured Approval Flow. You can find out how to configure an Approval Flow here.
If you would like to override the Approval Flows for specific members of this team, you can do so by selecting the tick box at the bottom of the Approval Flow selection box.
Calendar
Choose which day in-app calendars should start on and who has access to these calendars. You can also allow iCal invites to be sent to users when their requests are approved or cancelled.
Active Leave Years
Configure which years members of the Team are able to submit requests for. This may be set using the System Defaults, more information can be found here: Active Leave Years.
Managers
To allocate a Team Manager, enter their email address and select their name, choose their Role (reader or editor) and select whether or not they are the Primary Manager, then press the green + button to confirm the changes.
Each team can only have one Primary Manager, but can have multiple additional Managers. A Team Manager may be assigned a Reader or Editor role.
Managers with Editor roles can edit requests and allowances of users they manage, whereas managers with the Reader role have read-only access to the team profile.
All managers have access to the management section in the Leave module, and reporting for teams they manage. If you are on our HR packages, Managers will also have access to other modules for the teams that they manage (e.g. Employee Profiles, Locations, Clock-in/out, Goals).
Members
You can view employees who belong to the team from this tab. To add users to the team, you can search them via their email address or their name and click 'Add Member'.
Deleting a Team
If you wish to delete a team, you must ensure the following:
- All members of the team have been removed, including former team members
- Removed all managers from the team
- Removed the approval flows from the Leave, Sickness & TOIL settings
- That the team is not a parent team. Please check the Org Chart to see the hierarchical structure of the team.
Once you have done this, you can click on Options > Delete Team
