How do I add team allocation to my onboarding template?

There are number of options available. You can add the Reports To field to a onboarding template, and you can assign an employee to a Division or Department.

TIP:

You can only add an employee to a custom team after the employee is active in the system, and this cannot be accomplished via an onboarding template.
 

To add an active employee to a custom team:

1. Navigate to the Teams tab, and select the desired custom team.  

2. Click Edit.

3. Click Add Root. A line will appear with the words “Open Position” in place of a name.

4. Click Open Position. 

5. Fill out the new employee’s information. Please note once more: the employee must be an active employee in Namely in order to add them to a team.