Overview: what are nested teams?
Nested teams lets you put teams inside other teams, so your Teams page mirrors how your business is actually structured. You can see who rolls up into whom, and which numbers add up into which. A parent team's numbers automatically include its child teams, so your structure does the adding up for you.
For example:
Company: Winning Rec
UK Team
London Team
Manchester Team
Germany Team
Munich Team
Berlin Team
With this structure in place:
A UK manager sees the UK team's total (which already includes London and Manchester)
The Company total includes both UK and Germany, as well as every sub-team beneath them (London, Manchester, Munich and Berlin).
Creating nested teams is optional.
If you do create them, there's no limit on how many levels deep you can nest, or how many teams sit at each level.
đ Permissions required: Manage All Teams (recommended for a full restructure), or Modify Teams You Manage to restructure teams you're a manager of.
Nested teams & Performance: Numbers always roll up
When you select a parent team anywhere in OneUp, its numbers automatically include every child team beneath it that you have access to. Selecting the parent is enough: you don't need to pick each child team as well.
How people are counted:
Once, however many teams they're in. If someone is in a parent team and one of its child teams, their activity counts once in the parent's total.
By date, if they move. If someone moves team partway through a period, activity before the move counts for their old team and activity after it counts for their new one. Find out more in Managing team move history.
Non-contributing managers don't count. A manager set up as non-contributing never adds their own activity or targets to the team's numbers.
Per head includes everyone. Per-head averages divide by every contributing member of the team and its child teams during the period, including people with no activity. Per head is only available on team and company reports.
Moving from flat teams to a team hierarchy
Map out your structure
Sketch your hierarchy before changing anything in OneUp. Start with your whole business at the top, then work down. A common structure for recruitment businesses looks like this:
Company
Region (for example, UK or North America)
Office (for example, London or Manchester)
Desk or sector team (for example, Tech Perm or Finance Contract)
You don't need to use every level. Match it to how your business reports and who manages whom.
Know what changes once teams are nested
A few things work differently once a team has child teams. It's worth knowing these before you start:
Existing views pick up the new structure. If a team already used on a dashboard, report, leaderboard or scheduled email becomes a parent team, those views will now include its child teams' numbers and members.
A parent's total isn't always the sum of its child teams. Each person is counted once in the parent's total, even if they're in several of its child teams.
Team targets add up automatically. If a parent team has no target of its own, its target is the total of the individual targets of everyone in it and its child teams.
Step 1: Build your hierarchy
Identify whether your parent teams already exist, and create new teams for any that don't.
Nest existing teams
Identify the teams that should sit under your parent teams, and then, nest them:
In Manage > Platform Settings > Teams, edit the team you want to nest.
On the team's Settings tab, under Data Access, find the Parent team dropdown.
Pick the team it should sit under.
Select Save.
Repeat for this process for every sub-team.
When you're done, check the Teams list: you can expand each parent team to confirm its child teams are in the right place.
Step 2: Review data access
Nesting a team doesn't change any team's data access setting.
However, if the new parent team (or a team above it) uses Managers and child teams, its managers can now see the nested team's data.
Check each parent team's Data access permission on its Settings tab, under Data Access.
đĄManagers and child teams is the only new option available.
It means Managers of the team see every child team beneath it, without needing to be added to each one.
Step 3: Review targets
If you set team-level targets, check that these still make sense now that you have created a hierarchical structure. We recommend setting targets on parent teams, otherwise their automatic target will be lower than expected, because a child team's own target is never added into its parent's total.
Find out more in Team & Company Targets.
Troubleshooting & FAQs
A parent team's total doesn't equal the sum of its child teams
This is usually expected. Someone in more than one of those teams is only counted once in the parent's total, but adding the child team totals by hand counts them twice. Your data access can also leave some child teams out of your total.
A team's target doesn't match the sum of its people's targets
A target set directly on the team always wins. The automatic total (the sum of people's individual targets) only applies when the team has no target of its own. Check the team's targets under Manage > Targets.
My colleague sees a different number for the same team
You probably have different data access. A rolled-up total only includes the child teams you can see.
I can see a team's data, but I'm not one of its managers
You may manage a team above it that uses the Managers and child teams data access permission. That option lets managers see every team nested beneath their team.
I can't choose a team as the parent
The team may be the one you're editing, or one of its own child teams, which would create a loop. These are hidden from the parent picker. If you have Modify Teams You Manage, you can also only choose a team you manage, or one nested beneath it.
I deleted a team and its child teams moved
Child teams aren't deleted with their parent. They move up a level, to the deleted team's parent or to the top level. To rebuild the old structure, restore the team from the Archived tab on the Teams page, then nest the child teams under it again.