Setting Up Teams

Teams are another way of organizing and viewing your employees. While Departments are tied to the existing reporting structure of your Org Chart, Teams can be comprised of anyone who is anywhere on your Org Chart.

Teams are easy to create:

  1. Go to Settings > Teams.
  2. Click "Add Team".
  3. Type the name of the new team.
  4. Type the name of the person who leads the team.
  5. Add members of the team by typing each name and clicking the "Add" button.
  6. Save your changes.

On the Org Chart, you can now choose to view your employees by team.