Note that you need administrator permissions to create teams and add users.
The team is created to manage your organization. At least one team should be added to Cinode. A team structure can be made on several levels, with the parent team as the superior.
The team structure is visible through the Organisation function, but is essential for the Planner view, where the forecast is presented, among other things, utilization rates based on teams. The team is also a possible filter choice in reports and list views. Usually, teams are created based on the group a Consultant Manager handles.
An employee can be part of several teams; the extent of the team becomes important for calculating utilization.
A team can have one or several Team Managers. A Team Manager can administer content in profiles and create a Resume for their teammates. A Team Manager is not visible in the Planner views for the team, only team members. Note that rights to administrate can not be inherited from a higher organizational level, the team managers do need to be added on the lowest level. Managers responsible for several teams need to be added to all teams.
In Administration, the Layers tab, you can create new teams, delete teams, add or remove team members, move people between teams, and change team membership in percent for team members.
How to create a new team
Go to Administration > Company > Team
1. Click on the '+' sign to add a new team
An example of a team structure :
2. Add the information necessary. The name is mandatory, and the other field is optional and is used as information. These parameters could be important for integrations.
If you are creating a team structure with subordinate teams, start with the parent team on the highest level and work downwards. Then click Save.
3. Once the team is created, add employees and Team Manager/s.
Click '+' to add members
4. Check the box to add members to the team, click 'save'
In this view, you can also remove team members, move them to other teams, and change a team member's extension.
4. Change the name or other details for the team by clicking 'edit'
How to remove a team or move to another team
Note that when you delete a team, all relations to this team will disappear for the employee, such as the connection between the role and the team. This will affect the Team Planner Forecast view. To remove a team containing employees, move these employees to another team before or while making the removal. Click on 'Move to team' and choose which team, or you can do it while you delete the team. See the image further down.
To delete a team without moving its members, simply remove the team without selecting a new one. This action only removes the team affiliation – the employees themselves are not deleted.
When an employee is part of a team, you can adjust their team availability. This represents the percentage of their employment rate allocated to that team. To change it, click the three-dot icon next to their name, select 'Edit availability', and adjust the default value of 100% as needed.
How to remove a team:
Delete a team by going to Administration > Users in the menu and the tab Team.
Choose the team and click on the three dots
3. If you want to move all members, you check the box and type in that team's name.
4. Enter the team's name and click 'OK' to remove
