Using Departments, Groups or Teams

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by Sydney Phelon
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Introduction

People in the Betterworks platform (called users) are usually assigned to a Department in the platform as part of their user profile. In addition to departments, users can also be assigned to a Group as well as a Team.

Groups can be any collection of users, and are typically a cohort of users by say physical location, or seniority. Groups are only created by Super Admins in the platform and are primarily used when scheduling conversation cycles. E.g. All the Directors will have a check in conversation before the Managers, so a conversation can be scheduled for the group ‘Directors’ first. 

Teams can be any collection of users, and are typically made up of people from different departments working on the same project. Also referred to as ‘dotted line’ managers or a matrix structure where a person reports to two managers: one for daily tasks on say a project, and another manager responsible for their performance and development.

A person can be assigned to a Department and Group and Team, they are not mutually exclusive.

To be able to edit a department Goal, you must be manually added as an editor. The default editor for a Department owned Goal is the person highest up in the hierarchy for that department, plus all Super Admins. 

Comparing each approach

The benefits of each method are covered in the table below. 

 

Department

Group

Team

Creation method

Import of CSV or HRIS integration

Manual

Manual

Who can create

Super Admin

Super Admin

Any user if Teams feature has been configured

Ease of creation

Manual import - Need to create Dept then update all user records with that Dept

Fast - can use existing filters to make groups quickly. Can import a custom field from HRIS and use this for creating groups.

Manual - each user can create and maintain their own,but have to search one person at a time to add them. Not easy to locate where to create teams (under user profile menu)

Standardized?

Yes, department hierarchy is maintained by Admins

Yes, Admins maintain them

No - every user can create Teams and may duplicate with Teams already created if they don't search first

Visible?

Seen throughout the platform, e.g. in org chart, when search for a person, when viewing objectives, in reports and exports

Mostly in Program Insights page and when creating scheduled conversations. Not visible in user profile.

Mostly in Program Insights page and viewing objectives. Is visible in user profile.

Can be assigned to Objectives?

Yes if configured

No

Yes if configured

Can be assigned to Key results?

Yes if configured

No

Yes if configured

Permissions?

Yes - departments can be used to assign permissions of an objective

No - groups cannot be used to set up objective permissions

Yes - teams can be used to assign permissions of an objective 

Used to define HR Admin scope?

Yes

Yes

No

 Can it be used as an Objective filter? Yes  No  Yes