Creating teams and assigning team managers will unlock more capabilities with the Perkbox platform.
Having multiple teams set-up means you are able to report on different teams Perkbox usage and set certain permissions to team managers.
We would highly recommend utilising a team to separate your employees by logical groups such as: country/region/job function/seniority level etc.
Please see below for a step-by-step guide on setting up a team:
Select the 'Teams' icon from the left-hand menu within your Admin Dashboard
Then select 'Create a team'
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โFrom here you would need to input a 'Team Name' and then add a Manager of the team.
Once the above is completed you would need to select 'Create team'.
From here you can then add team members to the team either manually or using our bulk upload option via CSV upload.
To save the team you'd then need to click on the 'Add team members' button.
Please note: An individual employee can be in multiple teams and managers can manage one or more teams as well.