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:

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.

Start by adding a team name and assigning a team manager. 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. Once you've configured the access controls, click “Complete” to finish.

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.

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 change the team manager if needed. 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.

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”.

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

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.