Hubstaff allows you to create Teams within your organization. This enables you to better organize your workers and give specific members managerial privileges.
- Creating a new Team
- Editing Teams
- Providing manager access to a specific team member
This feature is only available on Premium/Enterprise plans.
Creating a new Team
Navigate to Teams on the sidebar then click “Got it!”
Type a name for your new Team then hit Next or click on Save and close if you wish to continue setting up your team at a later date.
Select Teammates and Team Leads then hit Next.
Team leads manage the team and all the projects assigned to it. Their extra permissions include:
- Approving timesheets
- Approving Time Off requests
- Creating schedules for the team
- Create and edit team projects
- Edit team member projects and roles
These permissions can be modified through the Team Leads tab on the Edit team dialog here.
Choose the project/s for your new Team then hit Save.
After completing the set-up, you’ll receive a notice that your new Team has been created:
To edit an existing Team’s name, members and/or projects, navigate to Teams on the sidebar menu, then next to the team you wish to edit, click on Actions -> Edit team.
Editing the team name
On the Edit team dialog, click on the General tab. Assign a new team name, then hit Save.
Editing the team’s members
On the Edit team dialog, click on the Teammates tab then add/remove team members on the Teammates form field, then hit Save.
Editing the team’s projects
On the Edit team dialog, click on the Projects tab, then add/remove projects on the Team projects field then hit Save.
Providing manager access to a specific team member
You can assign one or more users within an existing team as a Team Lead to have manager access. Users assigned as Team leads will be able to approve timesheets, time-offs, and create schedules for the team.
To assign a Team lead to an existing team, click on Teams on the sidebar, then next to the team name, click on Actions -> Edit Team.
Navigate to the Team Leads tab, then choose the team members you wish to assign as Team Leads.
You can also toggle the Permissions settings to enable/disable the assigned Team Leads from being able to approve timesheets, time-off requests, schedule shifts, create projects, and edit team member and project roles. You may also adjust notification settings for each permission.
Once you’re done, hit Save.