Overview: Team Moves
OneUp now automatically tracks which team a consultant was in at any given time, so your reporting always reflects what actually happened.
Before this feature, moving a consultant from one team to another would pull all of their historical data into their new team. This made team-level reporting unreliable any time a personnel change had been made.
Team Moves fixes this: from 10 June 2026, when a consultant moves to a new team, their performance data stays with the team they were in when they generated it.
This applies across dashboards, reports, charts, targets and exports. Competitions are not affected: Competitions use their own squad structure and are unaffected by team membership history.
Team Moves automatically tracks team membership changes made from 10 June 2026 onward.
Any moves that happened before this date are not captured automatically. If you need your historical reporting to reflect past team moves, you can add those records manually using the steps in this article.
How team data attribution works
Each user's team membership is a timeline. Every time a consultant joins or leaves a team from 10 June 2026 onward, OneUp records the start and end dates of that membership automatically. For moves before this date, those records need to be added manually.
When you view a dashboard, report, or chart filtered to a specific team, OneUp shows data generated by users who were members of that team during the selected time period, based on the membership records available.
Team Moves means:
If someone moves from Team A to Team B on 1 June 2026, and you add that move manually, Team A's numbers will include their activity up to 31 May. Team B's numbers will include their activity from 1 June onward.
From 10 June 2026, moves are recorded automatically and reporting updates accordingly without any manual steps.
If someone is a member of two teams at the same time, their activity appears under both teams. Company-level totals are not double-counted.
Viewing a user's team history & making changes
š Permissions required: Manage all teams or Manage own teams
Admins can view, add, edit, and delete team membership records for any user from the Edit User page, making it possible to build an accurate picture of team history going as far back as you need.
Navigate to the Manage icon in the top right of the main navigation menu, (next to your profile picture or initials), and then select Platform Settings.
Under Users & Access, select Edit Users.
Search for and select the user you want to view.
Select the Teams tab. You will see a table of the user's team memberships, with the team name, join date, and leave date for each record.
Adding a team membership record
Use this to record any team moves that happened before 10 June 2026, or to fill any gaps in a user's history. Any moves made from 10 June 2026 are recorded automatically and will already appear here.
On the Teams tab of the Edit User page, select Add historic record.
Select the team, role on that team, join date, and leave date. Leave the leave date empty if the user is still in that team.
Select the timezone for the dates you are entering.
Click Save.
Editing a team membership record
On the Teams tab, find the record you want to change and select the edit icon.
Update the join date, leave date, or timezone as needed.
Click Save. Reporting updates automatically to reflect the change.
Deleting a user's team membership record will remove that users' period's activity from the relevant team's reporting.
Tips
Correcting history from before 10 June 2026
If consultants moved between teams before Team Moves launched, their data may currently be attributed to the wrong team. You can correct this by adding manual membership records for the periods they were in each team. Reporting updates as soon as the records are saved.
Multi-team membership
A user can be in two teams at the same time. Their activity appears under both teams in team-level reporting, but company totals are not doubled. For example, if a consultant generates Ā£100k of revenue while in two teams simultaneously, they show Ā£100k under each team, but the company total remains Ā£100k.
Troubleshooting & FAQs
My team's numbers haven't changed after Team Moves was enabled
Team Moves automatically tracks moves made from 10 June 2026 onward. If no moves have been made since then, and no historical records have been added manually, your reporting will look the same as before. To correct reporting for past team moves, add the relevant membership records manually using the steps in this article.
How do team moves affect targets?
Targets prorate across moves: When a consultant moves mid-period, their target is automatically split across their time on each team. OneUp calculates each team's share proportionally, based on the number of working days the consultant was on that team during the period. You do not need to adjust targets manually.
A user's data is missing from a period I expected it to appear in
Check the user's team history on the Teams tab. There may be a gap in their membership records for that period. Add a record for the missing window to restore attribution.