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How to add a Team

Add a Team and add members.

A Team groups people in your organization. You can assign a Career to a Team.

Before you start

  • You must be signed in.
  • These roles can add a Team: owner and administrator.
  • These roles can add members: owner and administrator.
  • Hiring manager and Office Administrator can open Teams. They cannot add a team. They cannot add members.

View Teams

  1. Open People & Places, then open Teams.
The sidebar. People & Places is open. Teams is in the People & Places list.

The page title is Teams.

  1. Select Add Team.
The Teams page. Add Team is at the top right.

Add a team

The dialog title is Add Team. The text below the title is Add a new team to organize members and projects.

The Add Team dialog. Name and Description are on the form. Save is at the bottom.
  1. In Name, type the name of the team. This example uses Store Operations. The name can have up to 255 characters.
  2. In Description, write a short summary. This field is optional. The description can have up to 1000 characters.
  3. Select Save. Select Cancel to close the dialog without a new team.

If Name is empty, the form shows: Team name is required.

A new team is Active. After you save, you see the team in the Teams list. A success message shows Team created.

Add members

You add people who are employees. If no employee is available, the dialog shows: No one is available to add to this team. Select Add a person to create an employee first.

  1. Open the team.
The team page. Add Member is in the Members card.
  1. Select Add Member.

The dialog title is Add Members. The text below the title is Select people to add to this team.

The Add Members dialog. Search people and Add Members are on the form.
  1. In the people field, select each person to add. The field shows Search people… when it is empty. This example uses Jordan Hale.
  2. Select Add Members. Select Cancel to close the dialog without a change.

You can also add members from the Teams list. Open the row menu for the team. Select Add Members.

After you finish

You see the team in the Teams list. After you add members, you see them in Members. A success message confirms the change.

The member list shows the name, Person, and the role Member.