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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Workteams

Steps: Set Up Workteams

You can set up the Workteam organization type to manage worker-to-worker relationships and groups that are outside of the traditional supervisory structure. Examples:
  • Cross-functional teams.
  • Affinity groups.
  • Employee-formed teams.
  • Task forces.
  2. Access the
    Maintain Organization Subtypes
     task.
    Create organization subtypes that you want to use with Workteams. Example:
    • Scrum team.
    • Event team.
    Security:
    Set Up: Organization
     domain in the Organizations and Roles functional area.
  3. Access the
    Create Workteam
     task to set up a Workteam and add members.
    Security:
    Manage: Workteam
     domain in the Organizations and Roles functional area.
  4. (Optional) Access the
    Edit Workteam
     task to delete members and manage membership status.
    When you delete Workteam members, you delete the member's history on the Workteam permanently. To preserve member history but update participation status, change the membership status from its current state to active, inactive, or passive.
    Security:
    Manage: Workteam
     domain in the Organizations and Roles functional area.
  5. (Optional) Access the
    History
    Workteam Membership
    Correct
     related action available from the
    History
     column of the Workteam grid to correct membership status and change effective dates.
    Security:
    Manage: Workteam Membership History
     domain in the Organizations and Roles functional area.
Workers who have security permissions to Workteams enabled can update Workteams. When you grant view and modify access on the
Self-Service: Workteam
 domain, users can manage their own memberships on Workteams, but they can only add other members if they have access on the
Manage: Workteam
 domain.