Introduction: What is TeamOhana?
TeamOhana is an integrated headcount management solution and a single source of truth for hiring.
With collaboration and communication built directly into the tool, you can run a more streamlined process and eliminate the noise that inherently exists when working out of multiple tools and spreadsheets for org planning.
The Admin user role
The Admin user's primary role in TeamOhana is to serve as the systems administrator and oversee user management.
By default, the Admin role in TeamOhana has every permission enabled, and their ABAC grants them access to all departments and all levels.
Because the Admin has the ability to perform every workflow covered in our other user guides, this guide will focus mostly on the Admin-specific permissions and responsibilities. For our other user guides, please refer to the links below:
Admin-specific permissions
Approve as admin
This permission gives the user the ability to fully approve a headcount request, regardless of whether the members of the approval chain have reviewed and approved it yet.
Edit approved headcount without change request
There are a number of headcount fields that, when changed after the request has been approved, require re-approval from the approval chain (see here). This permission gives the user the ability to override the approval process and make changes to those fields.
Manage headcount with an employee linked
When an employee or candidate is linked to a headcount, the headcount is no longer able to be edited unless the user has this permission enabled.
Edit headcount budget
When a headcount is requested and approved, the budget impact of the headcount is locked at the time of approval. For most users, the budgeted compensation field is view-only, but if the Admin has the ability to edit the headcount budget they can make changes to it from the "Budget details" tab.
Manage users
Admins have access to user management which comes with two different responsibilities: 1) to customize user roles with default permissions and ABAC, and 2) to ensure that users are invited to TeamOhana with the proper role and permissions
TeamOhana has 10 default user roles with default permissions and ABAC. Before launch, and on an ongoing basis, Admins should review these user roles and ensure that the proper permissions are in place
As more users are invited to the platform (either during rollout or as new employees are hired) the admin is responsible for creating their profile and assigning the appropriate role and, if necessary, one-off ABAC visibility
Notifications
You will receive notifications from TeamOhana via email, as well as via Slack if you've installed the integration. Email notifications by role can be found here, and Slack notifications by role can be found here.
Workflow videos
Check out the short videos linked below for help with some of the most common Admin workflows: