To create your Teams, first head to Company in the left-hand menu.

You will first be taken to the Company Directory but towards the top right of the directory, you will further menus for Teams and Org Chart.

Click Teams

You can add as many teams as you like in CakeHR. When you set up a team, you need to set up a Team Manager. A Team Manager is an employee that has access to their team's profiles, documents, reports, time off requests and much more. You can restrict Team Managers with further permission settings here.

To include an employee in the team you have created, simply drag and drop their employee card into the team. There is no need to save. CakeHR saves this automatically.

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