How can we help you?

Set Up an Enterprise Team

Upon logging into AgilityHealth, you will see the Team Dashboard. In the upper right hand corner of the screen, you can click the green ‘Add Team’ button to go through the simple wizard that walks you through setting up an enterprise team.

Import_Team_button.png


Select a Team Type

  1. Login to AgilityHealth
  2. Select the 'Add A Team' button on the top right
  3. When prompted, select the 'Enterprise Team' option like the image below
  4. Click the Add Team button

Enterprise_team.png

Next, you will complete the profile page which collects basic information about the team.


Add/Edit Team Profile

  1. Enter an Enterprise Team Name (required)
  2. Select an Enterprise Team Type (required)
  3. Complete the remaining questions (optional), as applicable
  4. Select the Enterprise Team Tags. The available tags are determined by the team tags associated with the individual teams set up for your company
  5. Click the Create Team & Add Sub-Teams button

Create_enterprise_team.JPG

Next, you will add the sub-teams that will make up this enterprise team.


Add Sub-Teams

Select the teams that you want to include in the enterprise team view. You will choose from a list of all of the multi-teams that have been added to AgilityHealth

  1. Click on the team name in the left column to add them to the right column to select the sub-teams you want included on this multi-team
  2. Type a team name in the Filter Sub-Teams box to search for a specific team
  3. Click the Add Sub-Teams button

Add_sub-teams_ent.png

Next, you will add growth team members to the enterprise team.


Add Growth Team

The growth team is made up of the leaders and coaches who support the group of multi-teams. The growth team will work together to analyze the data from the radars (rolled up across all the teams) and review and act on the enterprise growth items created by the sub-teams.

Growth_team_ent.JPG

Click the Add Team Member button to start adding team members individually.

  1. Enter the first name, last name and email address of the team member
  2. Enter the role for the team member from the drop-down list (optional)
  3. Allocation Type and Employment type are not likely to be needed for growth team members, but you can add them if desired
  4. Click Save and Add New if you have more team members to add or Save and Close if this is your last team member to add

Add_new_team_member.png

You also have the option to bulk upload team members. Here's how:

  1. Download our team template using the icon to add in the participant’s name and email address.
  2. Upload the document and add in their roles and participant groups.

Bulk_upload.png

You can also choose to add team members from the team members already in AgilityHealth by clicking on the blue Add From Directory button. You can choose individual members or entire teams from the directory.

Add_from_directory_2.png


Add Stakeholders

This step is unnecessary for Multi-teams so just click the green Review & Finish button to move onto the last step.

Add_stakeholders_ent.JPG


Review & Finish Page

Review the information entered to ensure all sub-teams and growth team members are entered correctly.

Review_and_finish_ent.JPG


View Radar

Once you have set up the enterprise team, click on the View Radar button on the bottom of the Review & Finish page to view the enterprise rollup for the selected teams.

Radar.JPG

Was this article helpful?
0 out of 0 found this helpful
    Download article

Comments

Please sign in to leave a comment.