Insightful enables efficient team organization and collaboration through team creation and employee assignment.
How to create a team
Go to the Teams dashboard.
Click on the Create Teams button, In the upper right corner.
Name the team.
Add a description (optional).
Add the employees (optional) .
Assign the manager/s (optional and only for admins).
Click on Save button.
Both Admins and Managers have the ability to create teams.
Admins can designate one or more managers to a new team they create.
When a Manager creates a team, it is automatically included within that manager's supervisory scope. They can’t assign it to other managers.
How to add employee to a team
If you want to include employee(s) in a team after its initial creation, you have two ways to add them later. The first option is adding them directly from the employees page.
Open the Employees page.
Make sure you are on the Active employees tab.
In the table on the right end of every employee row you can see three dots.
Choose an Employee that you would like to assign to a team.
Click on three dots and select Edit.
On the Edit window, you will find the Team input field.
Upon clicking on it, you can change to which Team that Employee belongs to.
Click on Save button.
An employee can belong to only one team at a time.
This functionality is available only when HR integration is not enabled. With HR integration active, teams cannot be edited manually and employees cannot be reassigned between teams.
Alternatively, employees can be added directly from the specific Team page of the team they should join.
Open the Teams page.
Choose a Team to which you want to add the employee.
Click on the Plus icon above the table.
A list of all employees that can be added to that team will appear.
Choose employee/s you want to add.
Click on Save button.
Managers only see the employees who fall within their managerial scope when clicking on the Plus icon.
Lastly, you can also assign employee/s to a specific Team when adding new employees to the system from the invitation flow for personal computers.
Learn how to do it:
How to quickly remove employee/s from a team
Next to each employee within a team, there is a checkbox. When one or more employees are selected, a confirmation appears showing how many employees are selected and a Remove button. By clicking Remove, the selected employees will be removed from the team.
An employee removed from a team is automatically assigned to the default team. This is because the system requires every employee to be assigned to a team.
If you remove the last employee from a team, a notification will appear. You can then delete the team by clicking the Remove button within that notification.