To get the most out of Teamflect, you should add your team and people who matter to you to Teamflect. You can add people to Teamflect in 3 methods.
Loading organizational chart to MS Teams
Adding the employee-manager information by visiting the Teamflect admin center
Adding people from the "My People" tab
The most recommended method is loading your organizational chart into MS Teams, which Teamflect auto-imports. Alternatively, manually assign managers in the admin center or let users add people via the "My People" tab.
1) Loading organizational chart to MS Teams
The first of these methods is to upload people to Microsoft Teams. The organizational chart loaded into Microsoft Teams is automatically recognized by Teamflect and Teamflect adds these people into the application by sticking to the same hierarchy.
To check if the organizational chart has been uploaded by your company, type one of your colleagues' names in the search field of Microsoft Teams.
Click on the "View organization chart " button on the tab that opens.
If you can see the organizational chart under this tab, it means that the organizational chart has been added by your company.
In this case, Teamflect fetches your organization hierarchy directly from Microsoft 365, so that you don't need to create a separate organization chart for Teamflect. You can check our article to learn how to upload the organizational chart to Microsoft Teams.
Note: As Teamflect, we recommend this method for adding contacts.
2) Adding the employee-manager information by visiting the Teamflect admin center
As a second option, if you are a Teamflect administrator, you can add the employee-manager information by visiting the Teamflect admin center. For this, first, go to Teamflect Admin Center https://admin.teamflect.com.
Then click "Users" from the left menu and choose "Active Users" from the three options that appear.
Look for the ''Manager'' column and assign the managers to the employees by clicking on the pen icon or the ''edit'' button.
You'll see the manager that's assigned to the employee in Microsoft 365 (if any), however, you may set the manager manually.
Both parties will receive a notification after being added, which will look similar to the screenshot below:
3) Adding people from the "My People" tab
In the 3rd method, you can let your users add people themselves through the Teamflect application. For this, first, click on the "My people" tab on the homepage.
Then scroll down the page slightly. You can add people who report directly to you to Teamflect by using the "add direct reports" button here.
In addition, you can add other people who matter to you to Teamflect by using the buttons under the "add a new focus person" section.
Note: As Teamflect, this is our least recommended method.