Officevibe allows you to empower all Managers in your organization with their Team's results. To filter results and feedback by the teams created, you must have one of Officevibe's paid plans. Click here to learn more about our plans and pricing.
1. Create a Team
Via the Settings > Teams section, Administrators and Executive Managers can see the entire list of Teams.
Team managers should not be part of the Team they manage as Team Members are the only ones who count in Officevibe scores and feedback of said Team. We recommend that the Team Manager is never a Member of their own Team to prevent impacting the results of that particular Team.
Only Officevibe Administrators can create New Team on Officevibe:
Team name: The name of the Managers, Department, Business Unit, etc. Team Manager(s): Manager(s) that will have access to see the team's results Members: The direct report of the Team Manager(s). Sub-teams: Smaller Officevibe teams that belong to the Department, Business unit, etc. Color: Range of colors to help with sorting. |
2. Edit Existing Team
Administrators can edit the existing teams on Officevibe. They can delegate this responsibility to Managers via their account setting.
2.1. Add Members
You can simply type in the member's name to add them to the Team.
2.2. Remove Member
Members can be removed from a team simply by clicking on the red 'Remove' button.
2.3. Add Sub-Team(s)
In Officevibe, you can add teams to a parent team using the sub-teams tab. Sub-teams are all the teams that roll up to the parent group.
In order to add a sub-team to a parent team, the sub-teams need to first be created in the account as a regular team to appear under the drop-down menu when added to a parent team.
This allows Team Managers to analyze results at different levels:
- Aggregated scores for the parent team.
- Filter results for each sub-team to support other leaders.
- Reply to feedback and Discuss results with the Manager's Direct reports.
2.4. Assign Team Manager(s)
To assign a member as a Team Manager, you need to select the Managers tab within the team itself.
Once there, you can simply type in the member's name. There can be multiple Team Managers for one team. This update will automatically send an email to the Manager, advising them that they have been given access to the results of a team.
2.5. Edit Team information
Administrators can edit the team's information via the info tab.
2.6. Update Team Names
Manually |
Via the Info tab. |
Bulk |
There is no way to change the Team names by adding the direct Manager's email in column "E." This will result in the Team manager's name appearing as the Team's name. It will also overwrite the Team name manually changed in the platform once you re-upload a file. |
Custom Integration (API) |
You can change team names via Custom Integration (API). This requires uploading a file with the current Team names, so each team has a unique ID created for them, and then uploading another file to change the Team names as desired without creating new teams and losing your data. To ensure that you keep the data, here is the best course of action: I.e., "Team A" is to become "Team 1", and its ID appears as "0001" in your account. In Officevibe’s database, "Team A" is the assigned name and has no external ID (since there has not been an API sync yet in the account). The first API file has the following mapping {ID = 0001 and name = Team A}. Initially syncing with the previously assigned name results in the application finding the correct Team in the database by its name and would add the proper external ID. When we sync once again, the file looks like this {ID = 0001 and name Team 1}. During the second sync, the app finds The team by its external ID and updates the name by changing it to "Team 1" Any teams previously synced as Rule-based Teams but unsynced from their segment will turn into manual teams. Any manual teams not included in the API file will be deleted. Do not un-sync any Rule-based Teams you wish to keep if you have a Custom Integration. |
HRIS |
Team mapping is currently available. |