Creating Teams
Collin Peterson avatar
Written by Collin Peterson
Updated over a week ago

This article is intended for HelloTeam users with MANAGER Access Level

This article is intended for HelloTeam users with ADMIN Access Level


Video Tutorial

This video walks through how system administrators can create custom teams in the system.

  • How to create teams

  • Common reasons why teams are built

    • Team goals

    • Visibility for news and events

    • Filtering survey or performance review results

    • Easy way to assign participants to a survey or evaluated employees in a performance review


Steps to Create your Team:

  1. Click Organization on the left hand side menu.

  2. Select Teams.

  3. Add Team in the top right hand corner.

  4. Add the Team Name.

  5. Option to add description.

  6. Using the dropdown, search and add the employees that should be in this team.

Teams can be used for the following in HelloTeam:

  • Filtering results (reviews and surveys)

  • A custom group to use when assigning reviews or surveys

  • Visibility when posting a news or event

  • Team Goals

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