Manager Team Management

Give Managers the ability to add and remove team members through Manager Team Management. This helps keep team lists accurate, especially as people join, leave, or move around your organisation.

There are two ways to grant this control:

• For individual Managers

• For all Managers organisation-wide

Option 1: Grant Control to Individual Managers

This option allows you to enable team management on a per-Manager basis.

1. Click on Teams>Teams List in the left hand tab
   
2. Find the team and click "Edit Team"
   
3. Go to the Manager's tab, find the manager and click "Edit Flags"
   
4. Under Options, click in the blank space to populate a drop down field and select "Edit Members"
   
5. Click Save
   

Here's what it looks like

Option 2: Grant Control to All Managers

Enabling this setting overrides individual Manager permissions. You will no longer be able to manage team editing access on a case-by-case basis. 

1. Click on Advanced>Team Settings in the left hand tab
   
2. Under Global Manager Settings, enable "Can edit team members"

Here's what it looks like

Notes

1. Only active users in your Teamgage account can be added to teams
   
2. Only Admin users can create new users (Learn more)
3. If Manager Team Management is later disabled, all Managers will lose access to edit teams, including those previously granted individual access

FAQ'S

How does a Manager actually add or remove a user from their team?

Managers follow the same steps as Admins but with some limitations, they can’t create new users or make changes to other teams. See How to Add a User to a Team as a Manager and How to Remove a User as a Manager

What happens to a user's submission if they are removed from a team?

Their past submissions stay attached to the team, but they can’t contribute new ones unless re-added. This applies whether removed by a Manager or Admin.

What if a user is removed from their only team?

When a Manager removes a user from a team they are managing, this only effects that specific team. The user will remain in any other teams that are member of. If the user was only in that specific team and is then removed, they'll need to be added to another team - this may be through Self Allocation, an Admin user, or another Manager. But they will default to Entire Organisation so their submissions will be counted.

What happens when a new data file is uploaded?

When data is updated through an HRIS integration and/or file upload this overwrites all existing user, team, and organisation hierarchy information. This data is considered the "single source of truth".
In instances where Managers are making team membership changes, we recommend they also notify your Teamgage Administrator so the single "source of truth" (i.e. The HRIS or payroll system) can also updated to accurately reflect which employee are in which team(s). 

Related Articles

1. How to Add a User to a Team as a Manager 
   
2. How to Remove a User as a Manager
   

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