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
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 component with roll-up attainment credit. To edit a member's team assignment dates, click the kebab 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'.
