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Creating teams
Updated over 2 weeks 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. There are two types of team reports: one that includes both the manager and the team's Core Drivers, and another that focuses solely on the team's Core Drivers.

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

  3. For teams with a manager, the report is available only if a manager and at least one team member have completed the Core Drivers assessment. For teams without a manager, the report is available once at least one team member has completed the assessment.

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

How to add new teams


Note: If the Deeper Signals Platform is integrated with your HRIS, the team hierarchy will be automatically imported and updated.


If you want to add users to teams, you can do that by going to “Teams” and selecting “+Add first team“ or “+New team”.

In the next step, you can either manually add teams or use the file upload option to add multiple teams or a team with many users.


Note: The file upload feature for adding teams is available exclusively for enterprise accounts.


Add team manually

Start by adding a team name and assigning a team manager. If you want to create a team without the manager, do not assign a manager in this step. Once done, click “Next” to proceed.

Next, add members to the team. You can streamline this process by adding extra columns and filtering users based on criteria such as tags, invite campaigns, or HRIS values. After selecting the appropriate members, click “Add members” to continue.

After adding the team members, review the team and click “Next” to continue.

In the final step, adjust the report access settings. You can decide who will have access to the report - only the team manager, only team members, both the manager and team members, or no one. You can also hide individual user results from the team manager. That way the manager will only get access to the team’s aggrevated results. Once you've configured the access controls, click “Complete” to finish.

Add teams with a file upload


Note: The file upload option for adding teams is available exclusively to enterprise accounts.


To begin, navigate to the “Teams” tab, click the “+New team” button, and select “Add teams with file upload.”

You can either download the .csv template to see how the data should be structured, or upload your prepared .csv file directly.

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


Note: One user can be a manager of multiple teams and/or belong to multiple teams.


Once the file is uploaded, click “Complete.”


Note: To make sure the CSV file is in the correct format, you can 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.


How to edit your team

To change the team’s name, add or remove someone from a team, select the team you would like to update. After that, select “Edit team”.

In the first step, you can edit the team name and update the team manager if needed. If you prefer a team report that focuses solely on the team’s core drivers - without comparing them to the manager’s - you also have the option to remove the manager. To continue, click “Next”.

To remove someone from the team, go to the “Current members” tab and click on the trash icon next to their name (this won’t delete the user, it will only remove them from that team). You can also change the team manager. To finish, click “Next”.

To add users to the team, navigate to the "Add members" tab, select the user(s), and click "Add members."

In the next step, you can review the changes you made. To proceed click “Next”.

In the final step, you can review the team report access settings. Once finished, click "Complete.”

If you want to quickly edit team report access, simply click the key icon next to the team you wish to edit.

How to delete teams

If you want to delete a team, click on the thrash icon next to that team and select “Delete Team”.

If you want to delete all your teams at once, select all teams and click “Delete”.

FAQ

How much do the Team Dynamics reports cost?

Team Dynamics reports are available in each subscription plan without additional cost.

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