Self Allocation
Self Allocation Setup Process
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 ...
How to Manage Self Allocation Requests as a Manager
When a user tries to join a team that requires Manager Approval, all Managers for that team will be notified. This notification includes a link to the Pending Approval tab for that specific team, where the Manager can view pending requests and ...
Self Allocation Audit Log
Admins can review how users move between teams using the Self Allocation Audit Log. This log provides a complete audit trail of team member requests, including those that were approved, declined or did not require review. Where To Find It You can get ...
How to Manage Self Allocation Requests as an Admin
When a user tries to join a team that requires Admin Approval, all Admins for the organisation will be notified. This notification (sent by email or MS Teams) includes a link to the Self Allocation section in Portal where Admins can: view all ...
What is Self Allocation?
Self Allocation allows team members to update the team they belong to during their Huddle or Survey submission. This includes moving teams or joining an additional team, without needing manual updates from an administrator. Depending on how Self ...