What is Self Allocation?

What is Self Allocation?

Self Allocation allows team members to update the team they belong to during their Huddle or Survey submission. This includes moving teams or joining an additional team, without needing manual updates from an administrator.

Depending on how Self Allocation is configured in your organisation, these requests may:
  1. Be approved automatically
  2. Require approval from a Manager or Administrator, or
  3. Be disabled entirely
If a request is neither approved nor declined, it will be automatically approved after 7 days. For further information around the setup process, please visit the Self Allocation Setup Process guide.
Alert
Any approved team changes should also be updated in your HRIS or data source of truth. Otherwise, they may be overwritten during the next organisation-wide data sync.

How Self Allocation is Configured

Self Allocation uses inheritance across your organisational hierarchy. This means the configuration set at a parent team level automatically applies to all sub-teams beneath it.
For example:
  1. If Self Allocation is enabled for a department, all teams within that department inherit the same setting
  2. If Self Allocation is turned off at a parent level, it is also turned off for all child teams

How to Configure Self Allocation

  1. Open the Team List 
  2. Find the team you are looking to apply this configuration to and select Edit Team
  3. Select the Self Allocation tab 
  4. Choose one of the following options:
    1. Team member can join this team
    2. Manager approval required to join this team
    3. Admin approval required to join this team
    4. Self allocation is off
  5. Click Save

Additional Notes

  1. Teamgage Administrators can access a Self Allocation Audit Log to review all team changes
  2. Each team member can change teams up to 5 times within a 30-day period
  3. If a mistake is made, an Administrator can override the change at any time in the Teamgage portal
  4. Managers can also override changes if they have been granted the appropriate permissions (see Manager Team Management)
  5. When Self Allocation is disabled for all teams, the Change Team option is removed from the Huddle submission screen
  6. To completely disable Self Allocation across your organisation, edit the Entire Organisation team and set Self Allocation is off

Here's What It Looks Like For Admin's

Configuration

Pending Requests



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