Configuring Functional Teams

A Functional Team is a collection of selected RBox users that can be collectively managed as a single unit.

You can create Functional Teams representing the team structure in the organization, add users to the Functional Team and set managers at different hierarchical levels for each team.

Functional Teams can be assigned work & collectively managed as a single unit. You can create teams based on specific work domains, clients, functional areas etc. Recruitment Teams enable you to directly map your organizational teams and efficiently allocate and manage work.

Functional Team Attributes
A Functional Team includes the following elements:

• Team Name & description: Identifies functional team focus and purpose
• Team Members: Users who are part of the team
• Team Managers: One or more users who are set as managers of the team
• Manager Level: Defines team manager hierarchy in a multi-manager team. For e,g. immediate team lead, 2^nd Level Manager, Highest Level etc.
• Manager Access:  Type of access allowed to team manager on team members work.

RBox comes with a pre-defined default team called All Users which can be used in a scenario where you want to group all users into a single team to be collectively managed.

Related Functionalities
When creating Jobs you need to use the Functional Team field to assign the Job to a team that you are managing. This is required to be able to monitor the team’s work via your user login.

Common Tasks

1. Create a new functional team
2. Add/remove users in a functional team
3. Set team managers for a functional team

1. Create a new functional team

Follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'Team Management' and click on the 'Functional Teams' data view.
- From the File menu select 'New'. The New Recruitment Team page will come up.
- Enter the name of the team in the 'Team Name' field. Here you can specify the client name (e.g. client "Infosys" or domain "FMCG").
- In the Status drop-down select 'Active'.
- Enter a description for the group in the 'Details' field if required.
- In the Team Members section select the users you want to add to the team from the Remaining Users box and click on the 'Add' button. These users will now be displayed in the Members box.

In the Team Managers section,

- From the 'Manager' drop-down select the user to whom you want to assign the manager role.
- From the "Level' drop-down select the hierarchy level for the manager.
- In the 'Access Type' drop-down select whether the user will have 'Read Only' access to the team members' work or will have 'Edit Access' to their work.

- Click on the 'Save' button to create the team.

2. Add/remove users in a functional team

Follow these steps via a user login having administrative privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'Team Management' and click on the 'Functional Teams' data view.
- The right-hand pane will display list of all Recruitment Teams.
- Click on the team for which to add/remove users. The team detail page will come up.

- Scroll down to the 'Team Members' section and click the users to add to the team - hold down the 'Ctrl' key to select multiple.
- Click on the 'Add' button .
- To remove users from the team, in the 'Team Members' section, click the users to remove - hold down the 'Ctrl' key to select multiple.
- Click the 'Remove' button.

3. Set team managers for a functional team

Follow these steps via a user login having administrative privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand 'Team Management' and click on the 'Functional Teams' data view.
- The right-hand pane will display list of all Recruitment Teams.
- Click on the team for which to set the Team Manager role - the team details page will be displayed.

In the Team Managers section,
- From the 'Manager' drop-down select the user to whom you want to assign the manager role.
- From the "Level' drop-down select the hierarchy level for the manager.
- In the 'Access Type' drop-down select whether the user will have 'Read Only' access to the team members' work or will have 'Edit Access' to their work.-