This activity is used to create or add to teams using existing organization units of a company or matrix
structures. The Create Team from Organization Unit assistant can be used to help
transition from the ‘organization and position setup’ to the ‘team and supervisor setup’ to
assign supervisors and grant access. This assistant is also available using the command button that will be enabled
in the Graphical Organization Structure and Organization Units
pages when an organization unit or a structure is selected.
The Add Organization Unit dialog is used to add organization units to the
Create or Add to Teams from Organization Unit list. The
Structures option can be used to add all organization units in a structure all at once.
The Organization Units option can be used to select specific organization units to be
added. The Use Organization Names as New Team Names option can be used to add
organization unit IDs and names as default new team IDs and names.
The Create New Team option is enabled by default, however it is also possible to select
an existing team using the Team field. This option can be used if persons from selected
Organization Units should be added to already existing teams.
Add Persons to Team will add the persons associated with the employees assigned to the
organization unit. If this option is not used, a team can still be created with default supervisors added, but no
persons will be added.
Supervisors for the teams will be automatically derived and shown as the Default
Supervisor based on the organization and position assignments of the employees associated with the
persons in the added organization units.
The Include Subordinate Organization Units option is used to add persons from the
subordinate organization units of the added organization unit to the new or existing team. Using this option will
make it possible to view the subordinate organization units of a selected organization unit in the
Subordinate Organization Units list. Default supervisors can be set separately for
persons from subordinate organization units and the Exclude option can be used if only
selective subordinate organization units need to be included.
As a result of this activity, new teams will be created based on organization units and/or persons will be added to existing teams.