The Self Allocation setup process involves three key steps:
- Selecting the appropriate configuration
- Confirming a launch date
- 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:
- Team members can join this team
- No approval is required. Team members can move freely between teams
- Manager approval required to join this team
- 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
- Admin approval required to join this team
- All admin users within the organisation will be contacted to approve the change
- Self Allocation is off
- 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:
- Internal channels such as town halls or organisation-wide emails
- Teamgage campaigns, which allow you to send targeted emails directly to your chosen audience
Related Articles