How do I create a new Team and activate members?

Note that there is no limit to the number of members that can be included.  However, you may want to consider segmenting large teams into functional working groups to maximize the power of the analysis features available.  To create a new team and activate members:  

1. Click Workflows > TeamSync
2. Click +Add Team and enter the Team Name, then choose the Manager
   • Note: the other fields are not mandatory, however, including a Benchmark(s) is highly recommended.
3. Click +Add Member(s) and choose individuals from the All Employee list.  Save Changes when done.
4. At the Selected Team Members prompt, a list of chosen candidates will appear. You can check the “Send Invitation” option if you would like members to receive a notification. If not, and you are simply setting up the team, click “Confirm.”
   • Note: When you are ready for members to actively participate, ensure the “Active” toggle is turned on so they receive notifications and can access the team.
5. You can choose to either select one or multiple Benchmarks from your existing list or create a New Benchmark.  Benchmarks are optional and not mandatory.
6. In the Details Widget, you can make necessary updates.
7. Click the Analysis tab that will help you to better understand your team. You can filter by:

• General Analysis – gain insight into the individual temperaments that exist on their team
• Benchmark Alignment – understand the demands of particular roles within the team
• Working together – you can select two team members to view their Working Together Analysis
• Managing and Coaching – onboarding new employees
• Scores Distribution – reveals specific areas of alignment and potential conflict within the team