Organizations & Teams

Organizations & Teams are designed to detail the company structure for accuracy. The feature allows you to clearly outline and see the employee relationships in your company. It helps define reporting lines within your company so that you can organize your departments and teams.

Organizations & Teams can help smartPeople users solve the following tasks:

• Find their colleagues quickly and easily.
• Improve communication and collaboration within a team as well as across teams.
• Improve information flow.
• Define and further use a clear company structure, roles, and responsibilities.

As an Admin, you can add and set up organizations and teams for your company in the Organizations & Teams area of the Setup menu in the Ludi Cloud user management system.

Add organization

To add an organization, follow the steps listed below:

1. On the navigation menu, click Setup, and then click Organizations & Teams.

2. On the Organizations & Teams page that opens, click Add organization.

3. In the Add organization pane that appears, select a language, and then specify an organization name.

4. Under Options, define one or more options you need by selecting a corresponding checkbox:

• Users can be assigned to more than one team leader. By selecting the option, you make it possible for users to be assigned to multiple team leaders in Ludi Cloud when adding a user to an organization.
• Members can see each other. By selecting the option, you make it possible for team members to see other team members in smartApps.
  • Members can see other members’ profile details. By selecting the option, you make it possible for team members to access other team members’ profiles.
• Leaders can see direct reports. The checkbox is selected by default and cannot be cleared meaning that team leaders have a permanent access to their direct reports’ profiles in smartPeople and can view them.
• Leaders can modify profiles. By selecting the option, you grant team leaders with the moderator privileges, so they can access and modify profiles of their direct report in the smartPeople application.
• Leaders can see indirect reports. By selecting the option, you make it possible for team leaders to access and view their indirect reports’ profiles in smartPeople.
• Leaders can modify profiles. By selecting the option, you grant team leaders with the moderator privileges, so they can access and modify profiles of their indirect report in the smartPeople application.

5. Under Team management access, select which tabs to show on the Team management page in smartPeople.

The Talents tab is selected by default, you cannot clear the checkbox as this is the core feature in Team management.

Under Talents, you can also define the following options by selecting corresponding checkboxes:

• View successors. By selecting the option, you make it possible for team leader to view successors assigned to their team members.
• Edit successors. By selecting the option, you make it possible for team members to add successors to their team members and further manage them.

Once you select the Edit successors checkbox, the View successors checkbox becomes automatically selected, and you cannot clear it until you clear the Edit successors checkbox.

Once you select to show the Build tab for the organization, you can also define if team leaders can apply skill requirements to their indirect reports and teams. To this end, select the Leaders can apply requirement to indirect reports checkbox.

The Build tab can be selected only for one organization at a time.

The Leaders can apply requirement to indirect report checkbox becomes enabled so you can select it when the Leaders can see indirect reports checkbox is selected.

6. Once you are done, click Save. As a result, the pane closes, and a new organization is added. It is shown in the list.