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Adding and assigning people to new teams, locations, etc
Adding and assigning people to new teams, locations, etc

How to add a new team, location, department, unit or manager grouping - plus assign employees to the new group

Lauren Rolfe avatar
Written by Lauren Rolfe
Updated over a week ago

This help article explains how to create a new team in WeThrive and how to assign employees to the team in your account. 

Create the new group - using Team as an example

First, create the new team in your account by following these steps:  

1. Hover over People in the main menu.
2. From the drop down menu, click on Team. On this page you will find a list of all current teams that you can assign staff to. 

3. In the white text box next to Team name: enter the name of your new team.
4. Click the orange Add Team button.

5. Your team name will now be included in the full list of team names. In the example shown, Accounting is now a new team that you can assign people to. Currently we don't have any employees listed under Accounting. 

Add people to the new team

The next step is to assign some employees to your new team:

1. Click on the People tab in the main menu.
2. Click Edit next to an individual you'd like to add to the new team.
3. From the drop down box under the Team heading, select your new team name.
4. Click Save.
5. Repeat this for all staff you'd like to assign to the new team. In the next survey you carry out, you will now be able to view the new team's results as a separate segment.

Repeat these steps for assigning employees to new Locations, Departments, Units or Manager groupings.

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