How to Activate & Deactivate Departments, Teams, and Employees
With Peoplelogic's new Department Experience, creating and mapping Departments, nesting Teams and Employees, and deactivating inactive user profiles has never been easier! Additionally, we've dramatically improved our entire system’s performance, with special emphasis on delivering faster insights and bringing to life the underlying ONA Graph (which powers the entire platform). With these changes, you are now well-positioned to use the platform as your organizational network's single source of truth.
How to Create/Activate New Teams:
Log in to Peoplelogic.ai
Navigate to the Teams tab and select Create a New Team
Make sure to enter the Team’s Basic Information (team managers must always be included)
For Department Type, you can enter any type you like (since it’s a free-text field)
Make sure to click Done to save your admin actions
How to Create/Activate New Departments:
Log in to Peoplelogic.ai
Navigate to the Departments tab and create/save your new Department
Make sure to enter the Department's Basic Information
Navigate to the Departments tab and select create a new Department
From here, you will be prompted to enter the new department’s basic information like associated teams, managers, skills, etc.
Navigate to the Teams tab and select create a new Team
From here, you will be prompted to enter the new team's basic information like team name, managers, skills, etc before clicking Done to save your admin actions
How to Create/Activate New Employees:
Log in to Peoplelogic.ai
Navigate to the Employees tab and select create a new Employee
From here, you will be prompted to enter the new employee’s basic information like their full name, work email address, direct report manager, etc.
Make sure to click Done to save your admin actions
You can also use the Employee Integration Mapper Tool to connect new employees to current org integrations (which will populate as a yellow box at the top of the active Employees List).
How to Bulk Deactivate User Profiles:
Navigate to the Departments tab, select the department you’d like to deactivate, and click Confirm to save the updated view
Navigate to the Teams tab, select the team you’d like to deactivate, and click Confirm to save the updated view
Navigate to the Employees tab, select the employee you’d like to deactivate, and click Confirm to save the updated view
Closing Thoughts:
At this time, you can only map 1 Team per 1 Department (meaning you cannot currently map the same team to multiple departments).
You can easily bulk activate/deactivate departments, teams, and employees by selecting each profile you’d like to perform the action for, then clicking the three dots next to the Actions tab to confirm your action.
Our team has found it’s easier to create new Teams first before building new Departments, which allows you to easily nest each team (and those teams' employees) to their correct departments. However, the process of creating new Team/Department profiles can be done in the reverse (meaning you can create new Departments before you create new Teams).
When entering Department ‘Types’, you can enter any type you like (since it’s a free-text field). However, we would suggest naming the Department Type “General”, "Operations”, “Support”, etc. for streamlined platform navigation.
Once you’ve created, saved, and nested your new Departments/Teams, navigate to the platform Home Page to drill down into how each department, team, and employee connect via the main Department Graph.
For any platform action you take, you should receive a platform prompt reading ‘Successfully Saved’. If you receive a prompt reading ‘An Error Occurred’ please contact your PL Customer Success Manager.
We hope this new experience provides you with deeper platform value further and allows you to organize your company in a departmental overview - just the way you like!
See you next time 👋
How to Create/Activate New Teams:
Log in to Peoplelogic.ai
Navigate to the Teams tab and select Create a New Team
Make sure to enter the Team’s Basic Information (team managers must always be included)
For Department Type, you can enter any type you like (since it’s a free-text field)
Make sure to click Done to save your admin actions
How to Create/Activate New Departments:
Log in to Peoplelogic.ai
Navigate to the Departments tab and create/save your new Department
Make sure to enter the Department's Basic Information
Navigate to the Departments tab and select create a new Department
From here, you will be prompted to enter the new department’s basic information like associated teams, managers, skills, etc.
Navigate to the Teams tab and select create a new Team
From here, you will be prompted to enter the new team's basic information like team name, managers, skills, etc before clicking Done to save your admin actions
How to Create/Activate New Employees:
Log in to Peoplelogic.ai
Navigate to the Employees tab and select create a new Employee
From here, you will be prompted to enter the new employee’s basic information like their full name, work email address, direct report manager, etc.
Make sure to click Done to save your admin actions
You can also use the Employee Integration Mapper Tool to connect new employees to current org integrations (which will populate as a yellow box at the top of the active Employees List).
How to Bulk Deactivate User Profiles:
Navigate to the Departments tab, select the department you’d like to deactivate, and click Confirm to save the updated view
Navigate to the Teams tab, select the team you’d like to deactivate, and click Confirm to save the updated view
Navigate to the Employees tab, select the employee you’d like to deactivate, and click Confirm to save the updated view
Closing Thoughts:
At this time, you can only map 1 Team per 1 Department (meaning you cannot currently map the same team to multiple departments).
You can easily bulk activate/deactivate departments, teams, and employees by selecting each profile you’d like to perform the action for, then clicking the three dots next to the Actions tab to confirm your action.
Our team has found it’s easier to create new Teams first before building new Departments, which allows you to easily nest each team (and those teams' employees) to their correct departments. However, the process of creating new Team/Department profiles can be done in the reverse (meaning you can create new Departments before you create new Teams).
When entering Department ‘Types’, you can enter any type you like (since it’s a free-text field). However, we would suggest naming the Department Type “General”, "Operations”, “Support”, etc. for streamlined platform navigation.
Once you’ve created, saved, and nested your new Departments/Teams, navigate to the platform Home Page to drill down into how each department, team, and employee connect via the main Department Graph.
For any platform action you take, you should receive a platform prompt reading ‘Successfully Saved’. If you receive a prompt reading ‘An Error Occurred’ please contact your PL Customer Success Manager.
We hope this new experience provides you with deeper platform value further and allows you to organize your company in a departmental overview - just the way you like!
See you next time 👋
Updated on: 17/11/2023
Thank you!