Table of Contents:
Creating a new team
Defining competencies for a team
Adding users to a team
Deleting a team
Teams in Leapsome are groups of employees to which a particular competency framework is applied. A team in Leapsome can be a formal team within your organization (e.g., the Marketing or Product team) but also any group of employees with a specific role (e.g., all Junior Marketing Managers, all Frontend Developers, or the leadership circle).
Creating a team allows you to define a specific team competency framework for this group so that you can collect team-specific feedback (and view team-specific reports). Our advice on teams is to keep it simple when you get started with Leapsome and not become too granular - you can always modify your settings later. Try to get started with as few teams and different competency frameworks as possible.
Creating a new team
On the 'Employees' page, navigate to the 'Actions' drop-down > 'Manage Teams'. Alternatively, this page can also be accessed by navigating to 'Settings' > 'Company' > 'Departments, Business Units, Divisions, Teams'.
Here, click 'New team' and define a new team's type, name, choose whether this team should have a parent team and decide if any employees should be this team's leads.
When choosing the team's type, the following options are available:
- Generic team
- Department
- Division
- Business Unit
- Cost Center
- Other group
Having the team belong to different kinds of groups allows admins to build flexible and organizational hierarchies that fit your needs. Key Benefits of assigning your teams to different groups:
- Customizable Hierarchies: Create and link various organizational entities (departments, cost centers, divisions, business units) to match your exact organizational structure.
- Enhanced Management: Assign group leads and define parent groups for better oversight and management.
- Advanced Filtering Options: Use custom options to control the visibility of groups in platform filters, ensuring relevant data is easily accessible.
Once done - click 'Create team'.
Additionally, in the 'Advanced' settings of each team, you can decide if team members of this team should:
- Show in the team filter in analytics across the platform
- Use to set survey visibility if group-based access is enabled
- Salary bands can be assigned to this group
- Show in select participants inputs across the platform
- Goals can be assigned to this group
- Show on a user card in the org chart
- Competencies can be assigned to this group
Admins will be able to modify the team competency framework and can see aggregated statistics for that team.
Defining competencies for a team
Any admin can add or modify competencies for their teams on the 'Competency Framework’ page under 'Company' > 'Competencies' in the menu on the left-hand side. Keep it short (no more than five competencies per team) and, importantly, avoid overlap with general competencies.
Click on 'Actions' > 'Create Competency' to add a new competency for a team. Select a short title, add an optional description and pick the category that suits best. If the competency is only relevant to a specific team, please enable the option 'Team competency'. You can then add several teams.
Adding users to a team
In the 'Employees' section, click the pencil icon to open up the user's profile. There, select 'Employment info' and see the field 'Teams'. You can configure which teams this user belongs to here. When they are a part of that team, they will be reviewed on any team competencies specific to that team if 'Team competencies' are turned on for review.
Deleting a team
When a team is removed from the Competency Framework by an Admin, the team will be removed from all users assigned to that team. Historical data relating to that team will still be visible as well as the goals and skills. The team will be marked as a 'Deleted team' in this context. The removed teams will not show as an option in any related filters.
To delete a team, navigate to 'Settings' > 'Company' > 'Departments, Business Units, Divisions, Teams' > click on the three vertical dots next to the relevant team and click 'Delete'. Alternatively, you can do this by navigating to 'Company' > 'Employees' > 'Actions' > 'Manage Teams' or 'Company' > 'Comptencies' > 'Actions' > 'Manage Teams' (you will land in the same settings page where you can delete a team by clicking on the three vertical dots).
Please note: groups are not removed from deactivated users to preserve the historical data and allow temporary deactivation of employees (for example, if an employee is on parental leave). If you'd like to remove a team from a deactivated employee's profile, navigate to the employee's profile and manually remove the team. Alternatively, export your employee list by navigating to 'Company' > 'Employees' > 'Actions' > 'Export all'. In the respective team column, input the text '_reset' in the cells for employees who should have their teams removed. Save the file and reupload it back to Leapsome.