Who is this article for? | Administrators |
After you finish this article, you will be able to: |
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What is a team?
When a team is created in the Everperform app, leaders and administrators can generate and analyse reports about that team. The data of individuals in that team is aggregated to produce an overall score (for example, the overall productivity score of the Audit team).
Examples of teams include:
Service line teams
Location teams
All individuals reporting to a manager or partner
How to create a team
To create a team you must be an administrator.
To create a new team:
Open the drop down menu located in the top left of the screen and select Settings
Click on the Teams tab located on the left hand side
From the Teams tab simply select the green + button located in the bottom right the screen and begin filling in the required details.
Name | The team's name, e.g. Sydney Accounting Team |
Purpose | Short description of team (optional) |
Leader | Select the team's leader. This user will be able to view reports about the team's performance. Team leaders cannot view performance passports of individual team members unless they manage or follow them. If there is more than one team leader, see note below |
Members | Include all team members that will be included in reports about this team. If you want reports to include the team leader, add them as a team member. Team members cannot view reports about the team; they can only see their own data. |
Use the Following Feature to configure another team leader
The Following feature enables you to give users access to a team's reports, even if they are not configured as the team's manager.