Configuration

Before employees can be assigned to or self-join a team, an administrator must perform the following configuration:

  1. Configure team lead role permissions using the following Function Access Points in a Function Access Profile that will be assigned to the team lead employee's Employee Profile.
    1. Everyone(manager or employee) > Manage Activity Events

      • View Team Activity Events

      • Edit Team Activity Events

      • Accept Team Activity Events

      • Remove Acceptance for Team Activity Events

      • Modify Inactive Team Activity Events

      • View Team Activity Event Members

    2. Employee > Activities in My Timecard

      • View Activities and Team Membership in My Timecard

      • Event edits in Activities and Team Memberships

  2. Create Team Activity Forms

    • Team activity forms are created in setup. For more information about configuring and using forms, navigate to Application Setup > Activities Setup > Form Builder in the online help, see Use forms to enter activity events, or use the help search bar.

  3. Configure Activity Teams

    • Activity teams are created in setup. For more information about configuring activity teams, navigate to Application Setup > Activities Setup > Activity Teams in the online help or use the help search bar.