Teams Overview

Hubstaff allows you to create Teams within your organization. This enables you to better organize your workers and give specific members managerial privileges.

How to create a new Team

Step 1

First, select Teams from the main navigation menu. Click Add team on the right hand side of the screen.

Step 2

A pop up notification will appear. Enter the desired name of your new Team in the NAME field.

Click Save to create your new Team.

Step 3

Now you can add Members and Projects to your new team. To do this, proceed to the next screen by clicking on the name of your new Team.

Step 4

To add members to your new Team click on the Add members button towards the right hand side of the screen.

Step 5

A pop up notification will appear.

First, click in to the MEMBERS field. Names of your organization’s workers will appear. Click the relevant team members you wish to add to your new team to select them.

Select the default Profile Role from the drop down menu by clicking in to the PROJECT ROLE field.

Click Save to finalize the changes.

Step 6

At this stage you can give Team lead permissions to individual team members. Team leads can approve timesheets and time off requests for other members of the Team.

Simply click on the toggle against the relevant team members to enable this feature for them.

Step 7

Next, add projects to your Team. First, select the PROJECTS tab to navigate to the projects screen. Then, click on the Add projects button towards the right hand side of the screen.

Step 8

A pop up dialogue will appear. Select the relevant projects by clicking in to the PROJECTS field. Click Save to add the projects.

Step 9

Finally, configure your Team lead settings. To do this, click the cog icon.

Step 10

Two settings are available for the Leads in your Team.

  • Approve timesheets for other members of the Team
  • Approve time off requests for other members of the Team

Select the relevant toggle to enable the setting for Teams leads with the team. Similarly, deselect the toggle if you wish to disable the settings.

Click Save to confirm the changes.

How to edit the members of a pre-existing Team

Step 1

Select Teams from the main navigation menu. Hover your cursor over the Members column. Click on the pencil icon that appears.

Step 2

From the Members screen you can edit the following:

  1. Change a member’s role – Select the relevant role from from the drop down menu under the Project role column
  2. Enable/Disable a member’s Team lead status – Click on the toggle to enable or disable the setting for the relevant team member
  3. Remove a team member – Click on Actions against the relevant team member’s name. Select Remove team member to remove them from the Team
  4. Add a new member – Click on the Add members button to add a new member to the Team

Step 3

You can also batch remove members from your team.

Tick the checkbox against the names of the relevant team members you wish to remove. A Batch actions button will then appear. Click on it, and select Remove ream members to remove all the selected members from the Team.

How to edit the projects of a pre-existing Team

Step 1

Select Teams from the main navigation menu. Hover your cursor over the Projects column. Click on the pencil icon that appears.

Step 2

From the Members screen you can edit the following:

  1. Remove a project – Click on Actions against the relevant project. Select Remove project to remove it from the Team
  2. Add a new project – Click on the Add projects button to add a new project to the Team

Step 3

You can also batch remove projects from your Team.

Tick the checkbox against the projects you wish to remove. A Batch actions button will appear. Click on it and select Remove team projects to remove all the selected projects from your Team.

How to give certain members Team lead permissions

Step 1

You can select which members of the Team you wish to give Team lead permissions to. Team leads can approve timesheets and time off requests for other members of the Team.

Select Teams from the main navigation menu. Hover your cursor over the Members column. Click on the pencil icon that appears.

Step 2

Simply click on the toggle against the relevant team member to enable this feature for them.

Step 3

You can also configure the settings pertaining to the Team lead role within your Team. To do this, click the cog icon.

Step 4

Two settings can be configured for the Leads within your Team.

  • Approve timesheets for other members of the Team
  • Approve time off requests for other members of the Team

Select the relevant toggle to enable the setting for Teams leads with the team. Similarly, deselect the toggle if you wish to disable the settings.

Click Save to confirm the changes.

  • Was this Helpful ?
  • Yes   No
  • Was this Helpful ?
  • Yes   No