How to set up a Team
To create a Team, navigate to Staff>Teams
On the right-hand side, click ‘+Add Team.’
Fill out the details:
Team Name
Team Polices- If your practice uses Policy Manager, you can choose which policies are applicable for this Team.
Courses - If your practice has a Learning Package subscription, you can choose which courses are applicable for this Team.
Status - Will show as ‘Active’
My Leave Calendar - You can select to show team absences in staff members ‘My Leave Calendar’
Maximum Staff on Leave - You can set a maximum number of staff on leave. Members of the team can still request leave once the threshold has been reached, but it will be highlighted to management that the threshold for that team has been reached.
Once this information has been completed, you will then select who is a member of this team and who you would like to grant management permissions over the members of this team.
Please note that if you are granting permission to manage members of this team, the Team Leader/HR Absence Manager does not need to be a member.
Filter the members list by name or job role
Name- A list of all staff members added to your HUB account.
Member - Select who is a member of the Team.
Leader - Has management permission over team members for Learning, Policy and Annual Leave.
HR Absence Manager - Has the same management permission over team members as the Leader, but does have an additional permission over ‘Other types of absences’
HR Request Notifications - For the Team Leader and HR Absence Manager to receive notifications of Leave/Absences.
Please be aware that for Team Leaders and HR Absence Managers to receive notifications, this box must be ticked, and the ‘Request Notifications’ option in Practice Settings must also be selected.
Expenses Approver - If your Practice is using the Finance Package, this is an additional permission that allows the Team Leader to approve expenses for members of this Team.
Team Appraiser - This permission grants the staff member the ability to add and edit appraisals for team members.
HR Checks Sensitivity Level - Depending on the requirement, you need the Team Leader to be able to see you would set the permissions.
No Access - This means unable to access HR Checks information for team members.
Not Sensitive- This means they can access all non-sensitive labelled information in the HR Checks for team members.
Level 3 ( Low Sensitivity ): This means they can access all non-sensitive and low-sensitivity labelled information about members of this team.
Level 2 ( Medium Sensitivity): This means they can access all medium, low and non-sensitive labelled information for members of this team.
Level 1 ( High Sensitivity ) This means they have access to all information regarding HR Checks for team members.
Practice Index does not define levels for HR Check Sensitivity.
Once you have filled out all the information, you would ‘Save’
