Teams

How do you group people, and why does a team look empty?

Teams are on Teams (/teams). Managers and auditors can read it. Only a tenant admin can change anything.

The four tiles are the whole diagnostic. No manager and Empty both above nought usually means somebody built the structure and never connected it to anybody.

Making one

Press New team. Three fields:

• Name
• Parent team — leave on None for a top-level team
• Manager — who is accountable

That is the whole team.

Membership is not set here

A team has no member list on this screen

Membership comes from each person’s employee record: Employees (/employees) → open a person → the Team field.

So a team created today is empty until you go and point people at it. The Members column counts how many employee records name that team — it is a result, not a control.

This surprises people every time. The team screen defines the structure. The employee screen fills it.

Four figures that find a broken structure

Each of the four across the top is a link to the rows behind it.

Figure	What it means	Fix
No manager	A team nobody is accountable for	Edit it and set a manager
Top-level	Teams with no parent above them	Normal, unless you expected a hierarchy
Sub-teams	Teams nested under another	—
Empty	No employee record points at it	Set the team on each person

The Empty tile says it exactly: “No employee’s HR record points here yet.”

What a team is used for

• The reporting line for approvals
• Productivity role assignment — a whole team can share one rule set
• Alert rules, which can be aimed at one team
• Goals, which can be set for one team
• A filter on the alerts screen

It is not used by any report

Activity, App and website use, Wellness, Scorecard, Time and Motion, Timesheet detail, Project summary and both billing reports have no team filter. Not one of the eleven.

So a team structure built for reporting will not produce a single team report. It is a structure for approvals, rules and alerts. Build it for those, and read the reports one person at a time.

What is missing

There is no team detail page. The team name is plain text, not a link. Everything about a team is on its one row.

Deleting a team uses the browser’s own confirm box — Delete team “Design”? — and does not tell you how many employee records point at it. Check the Members count before you press it.

A team cannot be moved in bulk. Changing a parent is a per-team edit.

A structure that works

1. One team per manager. A team without a manager is a label, not a team.
2. Use a parent team only when you genuinely have two levels. Nesting that reflects nothing costs you clicks for ever.
3. Set the team on each employee record on the day they join, with their manager and their rate. All three live on the same screen, so it is one visit.
4. Check Empty is zero before you trust any approval routing.

Next: People and roles · Productivity roles