Self Allocation Setup Procress

Self Allocation Setup Process

The Self Allocation setup process involves three key steps:
  1. Selecting the appropriate configuration
  2. Confirming a launch date
  3. Communicating the changes to your organisation prior to launch
This guide outlines the available configuration options and answers common questions to support a smooth rollout. 

Configuration Options

There are four possible configurations for Self Allocation:
  1. Team members can join this team
    1. No approval is required. Team members can move freely between teams
  2. Manager approval required to join this team
    1. The direct manager of the team a user moves to (or an indirect manager if no direct manager is listed) will be notified to approve the change
  3. ​Admin approval required to join this team
    1. All admin users within the organisation will be contacted to approve the change
  4. Self Allocation is off
    1. Self Allocation is disabled. Team members cannot move between teams without manual intervention

Frequently Asked Questions (FAQs)

Q: Who needs to be notified when Self Allocation is used?
A: Depending on the configuration you choose, both the submitters and either the managers and/or administrators
Q: How should we communicate the Self Allocation feature to employees?
A: Communication can be managed through:
  1. Internal channels such as town halls or organisation-wide emails
  2. Teamgage campaigns, which allow you to send targeted emails directly to your chosen audience

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