Teams are created when users are assigned groups/teams in the 'Users' section of the Admin Portal either manually or via spreadsheet import. They can also be edited through the 'Team Directory' under 'Menu' or managed through a user sync by a sync manager.
Use the menu below to jump to specific instructions:
How to Add or Create a Team Manually
How to Add or Create a Team Through Spreadsheet Import
How to View and Manage Teams in the Team Directory
Searching, Filtering, and Pinning Teams on the Stream Page
Enabling Recognize Teams
Before you get started on creating your teams, you'll want to make sure your settings are correct.
- Click 'Menu' on the upper right side of the page
- Click 'Company Admin' from the drop-down menu
- Click 'Settings' from the left side options pane
- Toggle 'Allow teams' setting to ON
How to Add or Create a Team Manually
You'll first want to note that if your organization is using an automated user sync, any Teams you create manually may be overridden with the next preceding sync.
- Click 'Menu' on the upper-right side of the page
- Select 'Company Admin' from the dropdown menu
- Select 'Users' from the left-side navigation menu
- Select the gear icon above the user table to expand a menu of column options
- Select 'Company Teams' to include the company teams column in the table
- in the 'Company Teams' column, type in the name of the team you wish to add next to each user you would like to include in that team. This will auto-save
How to Add or Create a Team Through Spreadsheet Import
- Click 'Menu' on the upper-right side of the page
- Select 'Company Admin' from the dropdown menu
- Select Users from the left-side navigation menu
- Click 'Import' from the top-right menu
- Download the sample spreadsheet (if you haven't already)
- Enter the names of the employees that you are adding to teams, and populate the 'Team (Optional)' column with the name of the team that you wish to add next to each employee that you wish to add to that team
Note: You must keep the columns in order from the sample spreadsheet. Do not rename columns. Use commas to separate roles or teams. For instance, "Marketing, Sales, HR". Make sure that you include the name of the employees that you are including in the team(s), the employee email address, and the team each employee will be on. Delete any columns that you do not wish to fill out. If you leave them blank and upload blank columns, this may override previously entered information.
- Once you've saved the spreadsheet, under 'Upload', select 'Choose File' and select the populated spreadsheet
- Selecting 'Update Only' will update attributes of users in the data-sheet who are found in Recognize. If new users are found in the data-sheet, they will not be added. If you would like new users added, do not select this option
- Selecting 'Remove users' will update the attributes of users in the data-sheet and remove users who are not present in the data-sheet.
- Select 'Import' to import the spreadsheet
How to View and Manage Teams in the Team Directory
As a reminder, if your organization is using an automated user sync, Teams that are assigned manually may be overridden with the next preceding sync. You'll want to instead ensure that Teams in your data source are up to date. If your company does not use a user sync, you can link employees to teams manually in the Team Directory.
- Click 'Menu' on the upper left side of the page
- Select 'Team Directory' from the drop down menu
- Use the search bar to locate the Team you'd like to manage
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Select the name of the team you would like to manage from the list
- Click the pen icon to the right of the team name to rename the team, or skip to step 5
- Click 'Manage' next to 'Managers' on the left side of the screen to edit the Managers for the team, or skip to step 6
- Click 'Manage' next to 'Members' on the left side of the screen to edit the Members for the team
Searching, Filtering, and Pinning Teams on the Stream Page
Once you have added teams through your method of choice, you can now search and filter by team in the stream page to see only that team's recognition. You can also pin any teams for which you'd like to have easy access to see recognition.
- Click the 'Stream' button in the top left main toolbar menu to access the Stream Page
- Select the name of the team you want to filter on from the list on the left side of your screen. If your organization has more than 20 total teams, you'll see a search bar, which you can use to locate the team.
- Select the 'star' next to each team that you'd like to be pinned to the top for easy filtering
- Refresh the page to view your changes
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Select the team to filter recognitions for just that team on the Stream
Duplicating & Deleting Teams
If you decide that you would like to delete or duplicate a Team on Recognize, you may be wondering what happens to the points. Teams have two types of points: Employee points and Team points.
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Employee points
The individual employee's points are never lost and can be reconstructed into a team by adding the same people into a new team.
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Team points
Any points earned from Team recognitions are lost permanently. Once you delete the team, all record of that Team is lost. We also are unable to merge points from a team with another team.
Teams are determined dynamically by their users. You can replicate a team by adding all of the users from the first Team into a new Team. Any Recognitions sent to the first team (as a team) will be lost if it's deleted. While we are unable to merge Team points together, a workaround for this is to create a Badge that is worth the total number of points from the first team and send that Badge to the new team, and then subsequently disable the Badge.
If you decide that you no longer have need of a particular team, you may delete that team as long as you are a Team Manager, Team Creator, or Company Admin.
To remove a Team from Recognize:
- Click 'Menu' in the top right corner of the page
- Select 'Team Directory' from the dropdown menu
- Search for the Team you'd like to remove and select the name of that Team
- When the Team's page populates, just beneath the Team name click the link to "Remove Team"
- When the confirmation window populates, select 'Yes, delete it!' to complete the removal of that Team