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Creating Enterprise Teams
Updated over a week ago

About Teams

A team’s ability to collaborate, communicate and make effective decisions is the pathway to success. The Deeper Signals Platform provides leaders and managers with Team Dynamics reports to help them become effective team coaches.

Here’s what you need to know about Team Dynamics reports:

  1. The reports are built around a leader and team’s Core Drivers reports.

  2. The reports provide team-level behavioral insights, leadership advice, and coaching insights for each direct report.

  3. Team Dynamics reports are only available if a team has at least 1 leader and 1 direct report with completed Core Drivers assessments.

  4. Team Dynamics reports are automatically updated as team members complete their assessment reports.

  5. Team Dynamics reports are available online and as a PDF.

  6. Team leaders can access their team report from their dashboard. Platform administrators can view the reports via the “Teams” tab.

How to add new enterprise teams


Note: To be able to add new teams, you need to have the "Teams" feature enabled for your account.


If you want to add users to teams, you can do that by going to “Teams” tab—>”Enterprise Teams” and selecting “Upload teams”.

You can download the teams.csv example template to see how data in the CSV file should be organized or upload a CSV file if you already have it ready. After you upload the file, click “Save”.

CSV

Note: To make sure the CSV file is in the correct format, copy the values you want to upload to a Google Spreadsheet, save the spreadsheet as a CSV (Comma-Separated Values) file, and upload that file to the platform.


CSV.png

How to update your teams

If you’ve already got teams created and want to add a new team, select “Upload new team” - Download current team file. After downloading the file add a new team to it. Save the file in the CSV format and then upload it back to the platform by going to Upload new team - Upload a file - Save.

CSV.png

Below is an example of a CSV file and how the data should be organized within the spreadsheet.

The team manager should always be in the first row (in this example, Ted is the manager of team 1 and Ellena of team 2).

CSV


Note: A user can only be a manager of one team. They cannot be a manager of multiple teams. Similarly, a user can only be a direct report in one team. A user can be a manager of one team and a direct report in another.


How to add a new team member

If you need to add a new team member to one of your existing teams, select “Upload new team” - Download current team file. Add that user's email to the user column and their manager in the manager column. Save the file in the CSV format and then upload it back to the platform by going to Upload new team - Upload a file - Save.

How to remove someone from an enterprise team

If you want to remove someone from a team, first delete them from your CSV file.

Afterward, go to “Delete teams” to delete all your existing enterprise teams, and then upload this new CSV file without this user.


Note: You only need to delete all teams if you’re removing someone from a team; you don’t need to do it if you’re only adding a new user to a team.


How to compare teams

To compare two teams, go to “Analytics” - ”Dashboard” - ”Compare”. Select the “Teams” option in both sets, search for teams you want to compare (search by typing in the team manager’s name), and then select “Compare”.

You can also compare an individual to a team or a tag to a team by selecting that option in another set.


Note: To compare teams, you need to have the “Compare” feature enabled for your account.


FAQ

What is the difference between Teams and Projects?

A user can belong to both a Project and a Team. However, there is a clear distinction between Teams and Projects. Projects are used to organize users into cohorts and Teams are used exclusively to generate a Team Dynamics report for a specific group of users.

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