Teams allow organizations to group employees based on departments, functions, or working groups. Creating 'Teams' and adding them to employee profiles help with better organization, reporting, and access management across the platform.
Access Requirement: Only employees with HR Admin can create and manage Teams.
Navigation Path
Main Menu → Settings → Organisation → Teams
Adding a New Team
Step 1: Open Teams Settings
Log in to your Yomly account using your dedicated business URL.
Navigate to Main Menu → Settings → Organization → Teams.
This page displays all existing teams.
Step 2: Adding a New Team
Click + Add Team.
Step 3: Enter Team Details
Provide the following information:
Team Name (mandatory): Enter a clear and recognizable name for the team.
Team Description (if available): Add a brief description to explain the purpose of the team.
Locations (optional): You can map the teams to list of existing locations
Step 4: Save the Team
Click the Create Team to save and create the new team.
The team will now appear in the Teams list and can be assigned to employees.
What Happens After This Is Set
The newly created team becomes available for employee assignment.
Teams can be used for filtering, reporting, and access control across different modules.
Employees assigned to a team will reflect the change immediately.
Important Notes
Team names should be unique to avoid confusion.
Changes apply immediately after saving.
Best Practices
Use clear and consistent naming conventions for Teams.
Review team structures regularly to keep them aligned with organizational changes.
Avoid creating duplicate teams with similar names.
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