Managing Teams, Departments, Locations and Job Titles

Grouping employees into teams, departments, locations, and job titles helps organize your workforce within the platform. These groupings make it easier to assign employees to evaluation schedules and review evaluations based on organizational structure.

This article applies to HR Admins responsible for organizing employees into categories.

Jump to a section below to learn how to:

• add-a-team-department-location-or-job-title

Add a Team, Department, Location, or Job Title

1. Click People from the left navigation menu.
2. Select the sub-tab, Tags

3. Click the Create Tag button to create a new category tag.

4. Enter the name of the tag.

Example:

• Sales Team
• Marketing Department
• Headquarters
• Customer Success Manager

5. Select the employees you want assigned to this grouping.

Note: Employees can also be assigned to teams, departments, locations, or job titles later by editing their employee profile.

6. Click Submit to save the new Team, Department, Location, or Job Title.

Once created, these groupings can be used to:

• Assign evaluation schedules to groups of employees
• Filter and review active evaluations by organizational category.