Why use teams?
Using teams allows you to identify if there are team specific areas that need addressing and how effective your individual managers are being. It also enables you to easily survey one team at a time.
The teams functionality also works with the report sharing so that you can share specific team level reports with other people in the business or external consultants.
Importing people and teams for the first time
The quickest way to get your people and teams into WeThrive is to use a .csv file - in this way you can import up to 250 people in one go. The format for the file is as follows, please not there is NO comma between the first and last names;
Email address, First name Last name, Team
firstname.lastname@example.org, John Smith, Accounting
Paste your list into the Add new team members box and press ADD. Your team will shortly appear at the top of the screen - check everyone has imported correctly.
Also make sure you only have one version of each team... e.g. Accounting not accounting or any other variations.
Setting up teams if you already have people added
- Go to the PEOPLE page
- Press MANAGE TEAMS - this is just below the list of people
- Next add in your first team name
- Keep adding all of your teams
- Next go back to the PEOPLE page and assign teams to your staff by choosing the appropriate team from the drop down list
When you come to run a report you can now filter it by team.