Self Allocation Setup Procress

Self Allocation Setup Process

The Self Allocation setup process involves choosing the configuration, locking in a launch date and communicating the changes prior to launch. This guide summarises some of the key questions that arise for our customers who choose to utilise Self Allocation.

Configuration

There are four configurations of Self Allocation:
  1. Team member can join this team: No approval is required for each change made by a user.
  2. Manager approval required to join this team: The direct manager of the team a user moves to or indirect if no direct is supplied will be notified to approve this change.
  3. Admin approval required to join this team: All admin users for the organisation will be contacted to approve this change.
  4. Self allocation is off: Self allocation is not enabled

FAQs

Q: Who needs to be communicated to?
A: Depending on the configuration of Self Allocation both the submitters and either the managers or the administrators.

Q: How should we communicate the Self Allocation feature to our employees?
A: You can communicate the enabling of Self Allocation for your organisation in Teamgage via your internal comms or utilising Teamgage comms. The internal comms you may use could include a townhall or an organisation wide email. The Teamgage comms you can use is a campaign feature within Teamgage which will email your chosen target audience.

If you have any more questions about Self Allocation, let us know at support@teamgage.com.

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