In Recognize, Teams help you filter the recognition stream by specific groups, making it easier to view recognitions relevant to each department or team. When enabled, you can also send a recognition to an entire team at once, celebrating group achievements.
For Company Admins, Teams provide valuable insights into engagement by team, helping you track recognition trends and foster a culture of appreciation. In this guide, we’ll show you how to set up and use Teams effectively to enhance recognition across your organization.
Use the menu below to jump to specific instructions:
How to Manually Add a User to a Team
How to Add or Create a Team Through Spreadsheet Import
Dynamic Teams: How to add or create Teams from existing attributes
Dynamic Teams: How to View Dynamic Teams that are Currently Being Synced
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 that you have enabled 'Allow Teams' in your Company Admin settings.
- Click 'Menu' on the upper right side of the page.
- Click 'Company Admin' from the drop-down menu.
- Click 'Settings' from the left side navigation menu.
- Toggle 'Allow teams' setting to ON.
How to Manually Create a Team
Teams can be created manually, as long as your organization is not using an automated user sync to manage Teams. If there are Teams being managed with a user sync, any Team you create manually may be overridden with the next preceding sync. To manually create a Team:
- Click 'Menu' on the upper-right side of the page.
- Select 'Company Admin' from the dropdown menu.
- Select 'Teams' from the left side navigation menu.
- Select 'Custom Teams' from the top right tertiary menu.
- Type in the name of the Team you would like to create ad click 'Create Team'.
How to Manually add a user to a Team
You can manually add a user to a Team, as long as your organization is not using an automated user sync to manage Teams. If there are Teams being managed with a user sync, and changes you make manually may be overridden with the next preceding sync. To manually add a user to a Team:
- 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.
- Populate the required columns B (Email), C (First name), D (Last name) for each employee that you are adding to teams, and populate the 'Team (Optional)' column with the team name for each employee you want to assign to that team.
Note: Column names must match those on the sample spreadsheet. If a user is part of more than one team, separate the teams with commas (e.g., "Marketing, Sales, HR"). Delete any columns you do not populate. Leaving blank columns and uploading them may overwrite previously entered information.
- Once you've saved the spreadsheet, 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 'Disable users' will disable the users who are not present in the data-sheet.
- Checking the box 'Dry Run' runs the data-sheet and gives a report of potential changes or errors without actually making any changes. *Do not select this when you are ready to make changes.
- If 'Send Invitations to new users' is selected, invitations will be automatically sent out to any new users included on the spreadsheet. If not selected, users who are added will remain in a "pending invite" status and can be sent an invitation at a later date.
- Select 'Import' to import the spreadsheet.
Dynamic Teams: How to add or create Teams from existing attributes
The Dynamic Teams feature enables companies to turn existing employee data attributes—such as Department, Job Title, or Country—into Teams. This allows you to automatically create and manage Teams based on the information already captured for each employee.
Customers on our Enterprise package can sync all attributes, including custom fields. Mid-Market customers have the option to sync the Department attribute. Both Mid-Market and Start-Up customers can add full Dynamic Teams as an additional package add on. For more details, please contact support@recognizeapp.com.
To Sync Dynamic Teams (Automatically or On Demand) as a Company Admin:
- Click 'Menu' on the upper-right side of the page.
- Select 'Company Admin' from the dropdown menu.
- Select 'Teams' from the left-side navigation menu.
- Select 'Settings' from the top right tertiary menu.
- Next to the attributes you'd like to sync daily, toggle the 'Sync Automatically' setting on.
- Select the 'Sync' button for on demand syncing if you want to add the Teams right away.
Dynamic Teams: How to View Dynamic Teams that are Currently Being Synced.
- Click 'Menu' on the upper-right side of the page.
- Select 'Company Admin' from the dropdown menu.
- Select 'Teams' from the left-side navigation menu.
- Select 'Dynamic Teams' from the top right tertiary menu.
- Name: The name of the team.
- Member Count: The number of active (non-disabled) users currently part of the team.
- Received Recognitions Count: The total number of recognitions received by members of this team.
- Total Member Points: The total number of points earned by the members of this team.
- Total Team Points: The total number of points earned by the team through team-wide recognitions.
- Sync Source: The attribute from which the team is syncing.
-
Export: You can export the list of dynamic teams to an Excel or CSV file.
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.
-
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 if you need to rename the team.
- Click 'Manage' next to 'Managers' on the left side of the screen to edit the Managers for the team.
- Click 'Manage' next to 'Members' on the left side of the screen to edit the Members of the team.
Searching, Filtering, and Pinning Teams on the Stream Page
After adding teams using your preferred method, you can search and filter by team on the stream page to view only that team's recognitions. Additionally, you can pin any teams for quick and easy access to their recognition updates.
- Click the 'Stream' button in the top left of the main toolbar to access the Stream page.
- Select the name of the team you want to filter by from the list on the left side of your screen. If your organization has more than 20 teams, a search bar will appear, allowing you to easily locate the team.
-
Click the 'star' next to each team you'd like to pin to the top for easy filtering. (Note: Any team you are a part of will be automatically pinned to the top.)
Deleting Teams
If you decide that you no longer have need of a particular team, you may delete that team as long as you are Company Admin. Note that any points or recognitions associated with the Team you are deleting will still exist, but they will no longer be associated with a Team.
To remove a Team from Recognize:
- 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.
-
Select the name of the team you would like to manage from the list.
- 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