Purpose:
Teams in Cleary are useful both for organizing department hierarchies as well as cross-functional project teams, or ERGs. Teams have their own pages in Cleary to illustrate who is on that team and house any important links. Additionally, employees’ teams are linked to their user profiles.
Set-up Team Types:
Cleary uses Team Types to categorize teams for content targeting and organizational hierarchies. User permissions for teams are also enabled at the team type level.
For example, a Team Type could be a Department, ERG, or Cross-Functional Team Makers Cross-Functional Teams.
Once set up, you'll find your Teams and types of teams you've set up in the People Section. From there, team leads will be able to fill out their team's profile page.
New Team Types can easily be created manually by going to the Teams section in the admin:
- Select View Team Types
- Click Create a New Team Type
- Here you will name the team type, choose the position it displays in the Teams tab, and select whether it is targetable, viewable, and joinable:
- Targetable: this will make this team type available for article targeting, page targeting, polls, etc.
- Viewable: this will make the team type viewable on user profiles. Additionally, it will show up as one of the tabs on the Teams page.
- Joinable: these team types can be joined by any user. If they go to that team’s page, they are able to click Join Team.
- This makes sense for things like ERGs or other interest groups. It’s not really necessary (or wise) for things like Departments where the data is maintained in the HRIS and syncs in, since that should be the source of truth.
- Additionally, you must set user permissions to make changes to the team members and team page fields.
- These can be edited by Team Admins, Leads, Members, or Anyone. Note that if you select Anyone, that means that literally anyone at the company can update the team photo, links, etc. This is probably not necessary except in the case of certain ERGs.
Set-up Teams:
Similarly to users, Cleary supports both syncing in teams from the HRIS integration as well as creating and managing them manually.
New Teams can easily be created manually by going to the Teams section in the admin:
- Select Create a New Team
- Only the Name and Team Type are required fields to start. However, adding a team description will help the rest of the organization familiarize themselves with that team’s function! Additionally, adding the team’s email address and Slack channel helps others communicate with the team.
- If potential parent teams are available based on the team type you select, you may opt to designate a parent team if you’re constructing a hierarchy.
- If you uncheck the Active checkbox, the team will not display in the Teams view or on users’ profiles
- Selecting the Classification checkbox creates the team as a label or umbrella for a group of sub-teams underneath it. You cannot assign people to the team if it’s marked as a Classification.