Learn how to set up and manage relationship types and individual connections in Teamflect. This helps define reporting lines, mentorships, and other key relationships to enhance collaboration and clarity across your organization.
1. What Are Relationship Types?
A relationship type describes the connection between two employees.
Examples include:
Manager: An employee's reporting relationship with their manager.
Mentor: An employee who provides guidance to another employee.
Project Lead: An employee who leads another employee's work on a project.
The available relationship types depend on how your organization has configured Teamflect.
2. Manage Relationship Types
Admins can set up and manage the relationship types used in their organization.
When creating a relationship type, choose a clear name that explains the connection between employees. This helps admins and employees understand what the relationship represents.
Before using a relationship type to control access or assign responsibilities, check whether Teamflect uses that type for those purposes. A relationship label does not necessarily grant permissions or change reporting access by itself.
3. Add or Manage Employee Connections
A relationship connection links one employee to another using a relationship type.
For example, you might connect an employee to their manager or assign a mentor to a new team member.
Before saving a connection, check that:
The correct employees are selected.
The relationship type describes their actual working relationship.
The connection reflects your organization's current structure.
4. Where Are Relationship Types Used?
Relationship connections can help represent how employees work together. Their exact effect depends on the Teamflect module and configuration.
Area | How the relationship may be used |
Organization structure | Represents reporting lines and other connections between employees. |
Mentorships | Identifies who is mentoring or supporting another employee. |
Performance reviews | Check whether the relationship is used to select review participants or assign review responsibilities. |
Visibility and permissions | Check whether the relationship affects which employee information someone can view or manage. |
Do not assume that adding a connection automatically adds someone to a performance review, gives them access to another employee's information, or changes their permissions.
5. What Happens When a Connection Is Added or Removed?
When you add a connection:
Teamflect records the relationship between the selected employees.
The relationship may be used by modules that support that relationship type.
Any effect on review assignments, visibility, or permissions depends on the product's configuration and rules.
When you remove a connection:
The relationship between those employees is removed.
Any module that relies on the connection may be affected.
Check whether existing review assignments, historical records, or access permissions change. Removing a connection should not be assumed to delete historical records or automatically revoke all access.
6. Example: Assigning a Mentor
Suppose a new employee joins your organization and an experienced colleague is assigned as their mentor.
Create or select the Mentor relationship type.
Connect the new employee with the assigned mentor.
Check which Teamflect features use this connection.
Confirm whether the connection affects any assignments, visibility, or permissions.
If the employee changes mentors, update the connection so it reflects the current arrangement. Check any related workflows before removing the previous connection.
7. Review Connections Regularly
Employee roles and reporting lines can change over time. Review relationship connections when employees change teams, managers, or responsibilities.
Keeping connections up to date helps your organization maintain an accurate record of working relationships.