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A team groups people in the calendar, reports and approvals. A supervisor is the person someone reports to — by default, the supervisor approves that person’s requests. Who: Administrators and the Owner create and edit teams. HR assigns people to teams and supervisors.

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Create a team

1

Open Teams

In the Organization menu, click Teams, then Add team.
2

Fill in the details

Enter the Name, choose a Color (used in the calendar) and the Team manager.
3

Choose who approves requests

Under Who approves this team’s requests, pick one of the options (described below).
The Add team dialog: the name Customer Success, a color choice, the Team manager, and Who approves this team's requests set to Team manager
4

Save

Click Add team.

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Who approves the team’s requests

You can set a separate approval setup for an individual person on their page. See How approval works.

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Assign a person to a team and supervisor

1

Open the person

Go to People and open the person for editing.
2

Choose the team and supervisor

Set the Team and Supervisor fields, then save.
The supervisor defines the reporting line. The access role (for example Manager) defines permissions in Tivero.

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Team page

Click a team to see its members, who is Out today and Upcoming absences. View in calendar opens the team calendar.