Replicate your Organizational Structure

Creating Teams in Officevibe is key to empowering the managers of your organization. Teams can be used to replicate your organization's structure and give visibility to all leaders. By comparison, segments allow Executive Managers to test hypotheses on a specific segment of employees.

Our article and video will help demonstrate how to create teams and sub-teams to match your company's arrangement.

1. Create a team for each manager

Each manager will want to see their direct reports' engagement scores and feedback. Their own team will also allow them to define goals and plan 1-on-1s with the employees. 

You can create teams manually or use the Bulk Import functionality. 

2. Combine teams together

Second-line managers and other leaders in the organization will want visibility on the teams below them in the following hierarchy:

1. The engagement scores for their direct reports (see Step 1 above). 
2. The aggregated scores for their department. 
3. The scores of each sub-teams in the department. 

Example of replicating your organizational structure:

Lindsay's Team includes 3 members: Sam, Jo, and Ben.  Alex's Team includes 3 members: Lindsay, Veronique, and Nathan.  The Department includes 4 sub-teams: Alex's Team, Lindsay's Team, Veronique's Team, and Nathan's Team.  The Department does not have any members, only sub-teams.  Alex is the Team Manager of both his own team of direct reports (the members Lindsay, Veronique, and Nathan), as well as the Department as a whole. Alex will automatically have access to the sub-teams.

Team name: You can use the name of the function (ex: Marketing, Sales, Customer Success) or the Manager's Name Full Hierarchy.  Team managers: The name of the Leader.  Members and Sub-Teams: Instead of adding employees, you'll want to add all the teams that compose the department, and you'll want to add the Direct report team of the leader.  Color: You can pick the team color.

3. Review the teams and permissions

Once you've finalized the different levels of your hierarchy, you can review the teams and the permissions via Settings > Teams. 

You can also review specific employee permissions via Settings > Members. 

Here's more info about Members' Roles & Access Rights.