How do I Group Staff Members into Teams?

← Staff
The Organisation Chart shows the structure of your company in a simple tree diagram which you can organise to best suit your chain of management. However, you may need to group staff into teams regardless of their direct line of management. 

Groups can be created for management, admin users, development, office juniors etc, and can be given any title, so that anyone clicking on the group can see the staff members within that part of the company.  

To do this, navigate to your staff directory from the menu on the left. 


Select the members of Staff that you wish to add to the Group by ticking the box to the left of their picture. Then click on the Add to group tab at the top of the page.


Enter a name in the box that appears at the top of your staff directory and click Add to a group.

NB: Alternatively, you can add staff to an existing group by clicking the arrow in the drop-down box and clicking 'Add to a group'.



You will see a notification appear at the top of your screen confirming that staff have been added to the group successfully.


The group can then be found in the Viewing drop-down in the top right of your directory. 


Staff can be added to multiple groups if required. 

Staff

  1. Profile Tabs Overview
  2. How do I Navigate my Staff Directory?
  3. How do I Group Staff Members into Teams?
  4. How do I Assign a Manager via a Staff Member's Profile?
  5. How do I Assign a Manager via your Organisation Chart?
  6. How do I Thank Staff?
  7. How do I Reinstate a Staff Member?
  8. How do I Upload a Profile Picture?
  9. How do I Delete a Staff Member from a Group?
  10. How do I Create a new Staff Group?
  11. How do I End a Staff Member's Employment or set a Contract End Date?
  12. How do I Upload a File to a Staff Member's Wall?
  13. How do I Delete a Staff Member?
  14. How do I Add a Salary?
  15. How do I Add and Manage Bonuses?
  16. How do I Record a Lateness?
  17. How do I Add and Manage Benefits?
  18. How do I Add Holiday for a New Staff Member?
  19. How do I Filter Holiday and Sickness Periods on Staff Profiles?
  20. How does the Organisation Chart work?
  21. What Information is Held on the Public Tab?
  22. What Information is held on the Personal Tab?
  23. What Information is held on the Job Tab?

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