Setting up your People Data & Team Hierarchy During Implementation

Setting up your People Data & Team Hierarchy During Implementation


During onboarding, our team will guide you through the initial setup of your team structure in Teamgage. We'll create your organisational hierarchy and the teams that make up each level/department/group. Whether you're 50 people or 5000 people we'll recommend a structure that matches your organisation's hierarchy, makes sense to your leaders, and is easy to maintain. 

There are 2 different approaches:
  1. Manually setting up the users and teams in the Teamgage portal
  2. Uploading your people and teams data

1. Manually setting up in the Teamgage portal

Our Teamgage portal is easy to use to input all of your people data and create your organisational structure. We suggest building out the structure before adding all of your people, please see these guides on Team Management. Once that is complete you can start creating your user profiles, please see these guides on User Management.

2. Uploading your people and teams data

You can either download our template and input your people data to upload or upload your HRIS system export directly to Teamgage. Have a look at the template attached to this article to see which option would suit you best.

After that is complete you simply upload Your People & Teams Data File In Teamgage and we will process the file and contact you for approval.

Please see this guide for further details on the steps required for this approach - Importing your People Data & Team Hierarchy During Implementation.
  1. Understanding the People Data & Team Hierarchy template
  2. Using the Simple People & Teams template import
  3. Uploading Your People & Teams Data File In Teamgage
  4. User Management section portal
  5. Team Management section portal

If you have any questions about using the template contact support@teamgage.com. 


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