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Adding Team Members
Adding Team Members

How to add team members to team & set team assignment dates

Updated over 6 months ago

By adding team members to a team, you can provide workspace users with the ability to view team earnings and attainment, participate in the approvals process, and create the team structure for automated roll-up of attainment credit in leadership plans.

How to add a Team Member

In order to add a team member to a team, head to the Teams page, and click the team you'd like to edit. At the top of the team view, click the icon in the top right hand corner to add more team members:

In the pop-up modal, select the additional members to add to this team:

How to set Team Assignment Dates

After a team member has been added to a team, the team assignment dates will be defaulted to recurring. These team assignment dates will be used to determine attainment credit if the manager's plan contains a path with roll-up attainment credit. To edit a member's team assignment dates, click the kebob menu to the right of the member's name and select 'Edit Team Assignment Dates':

In the pop-up modal, enter the start and end dates for the member's assignment to this team, then click 'Save'.

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