Company Settings- Team/Location
Updated At: 2021-08-12
|Only Owners can manage Company Settings.|
- You can make detailed settings for your company's teams/locations.
- To understand team/location, see Add Team/Location for more details.
Go to Company Settings - Teams/Locations from the menu in Web Manager Mode.
The name of the menu is reflected by the management unit set in Company Settings - General.
Team Code(Team ID) Feature
Use this option to use a team code feature. Make sure to use unique team codes.
Use of Team Codes
You can use a team code feature in the following cases. Team is selected as a management unit in the following examples.
STEP 1 ) After setting a team code feature, you can find a team code column from the Teams menu in web manager mode.
STEP 2 ) Select a team from the list and enter a unique team code(team ID).
STEP 3 ) You can find your team with the team code on the list.
STEP 1 ) Click Team tab in the upper right corner, then click + Add Team button.
STEP 2 ) Fill out the information below including a team code and click Add button.
STEP 3 ) You can find your team with the team code applied on the list.
Add Multiple Teams
STEP 1 ) Click Upload button in the top right corner and download the Excel file provided.
STEP 2 ) Fill out the information below including a team code and save the file.
STEP 3 ) Click Upload > Import Excel button and upload the file. * For more information, see Add Team.
Parent Team Feature
Use of Parent Team Feature
e.g. If an employee is assigned to an administration team(parent team), other HR, Finance teams(child team) will be automatically assigned to an employee.
In this way, supervisors in a parent team can manage supervisors and staffs in child teams.
See Add Team > Parent Team Feature for more details.
STEP 1 ) Tap menu on the top left, then tap Company Settings.
STEP 2 ) Tap Teams/Locations menu.
STEP 3 ) You can follow the same process on the mobile app as well.