Overview
Manage teams in STAKT by organizing and configuring team structures, including assigning team levels, selecting managers, and arranging member roles.
Start Team Setup
Select Date
To start, click the Add Team button. Next, click the Date Picker to open the calendar interface. Select the desired date by clicking on it. This date should align with your team's schedule.
Confirm Date
Confirm your selected date in the Dropdown to finalize the date selection for your team.
Enter Team Details
Input Team Name
Fill out the Textbox with your new team's name. Ensure the name is unique and descriptive. This helps in identifying the team later and avoids confusion with similar names.
Choose Team Level
To select a team level, open the Dropdown. Choose the appropriate option that matches your team's hierarchy and responsibilities.
Assign Managers
Select Primary Manager
Choose a primary manager for your team from the Dropdown. This person will be responsible for overseeing team operations.
Add Second Manager
After selecting your primary manager, choose the second manager from the Dropdown to provide additional support and oversight. This step helps distribute responsibilities and enhances team management.
Add Team Members
Pick Members
Select team members from the Dropdown to complete your team. Ensure you choose members who fit the team's objectives.
Navigate to the team member selection section in the form. Click on the Dropdown. A list of available members will be displayed. Choose appropriate members by clicking their names.
Review Team Details
Review the selected team name in the Textbox and confirm the accuracy of the primary and secondary managers chosen in the Dropdown. Double-check all entries before finalizing to ensure all details are correct.
Configure Manager Overrides
Set Calculation Types
In the override settings form, choose the appropriate calculation type using the Dropdown. Then, mark the relevant Checkbox options to configure specific overrides.
Manage Overrides Table
To manage manager overrides, navigate to the Manager Overrides page. You will see a Table displaying existing overrides. To edit an override, click the Edit button next to the relevant entry. A form will appear where you can update the details and save changes.
To delete an override, click the Del button corresponding to the entry you wish to remove. Confirm the action in the dialog that appears. Deleting an override will remove it permanently from the Table.
To view exceptions for a particular override, click the Exceptions button. A detailed view will show any specific conditions or cases related to the override. Use this feature to ensure all policies and conditions are accurately applied.