Creating a company workspace is the first step in starting your TeamBuilder journey. If your company is already on TeamBuilder, learn more about signing up on your company account.
If your company is not on TeamBuilder, you can try TeamBuilder for free! Learn more about our free version and pricing and plans here. You can sign up by following these steps:
1. Creating a company account
Start using TeamBuilder by visiting the signup page and creating your account. You can create your account using your work email or by signing into your Google or Microsoft account.
If you create an account with your work email, you will receive a verification email that you will need to check, so keep your eye out for the email and check your spam folder in case it gets sent there.
All new administrators (HR, IT, and Managers) are automatically enrolled in the Onboarding Challenge to help them learn about and set up TeamBuilder for their organization and their Teams. The steps listed below are also in the Onboarding Challenge.
2. Setting up your company
We know you are keen to take TeamBuilder for a spin as soon as you sign up, but we suggest setting it up first to get the best use! As an HR or IT user, we recommend starting with the following as they are tasks that only HR or IT can complete, and they will make using the product easier for your organization:
- Company logo - Add your logo to TeamBuilder.
- Company Values - Input your company values so that employees can send value-based ShoutOuts to each other for demonstrating those values in their work day.
- Locations - Set your company locations. Each employee on TeamBuilder will be assigned to one location and one department within your organization. Proactively managing your company locations and departments and ensuring everyone is correctly assigned to each one will help you pull more accurate analytics in the future. It will also allow you to run department or location-based challenges across Teams.
- Departments - Set your company departments.
- Integrate - Connect with Slack or Microsoft Teams to get your daily Banter and to see IceBreakers and ShoutOuts displayed there. Managers will then also be able to add TeamBuilder to a Slack channel or Microsoft Teams team for their respective Teams.
- Invite people - You can invite people one at a time or use the bulk import feature to invite multiple users in one go. We encourage you to invite users even if you have enabled SSO, as it is the most efficient way to assign locations and departments to users before they sign up.
- Create Managers. All invited users will be general users by default. You will then want to create Managers to lead Teams as required. Learn more about roles in TeamBuilder.
- Introduce TeamBuilder. Now that you are set up make a company announcement and help users navigate the platform. Here are some helpful links you may want to share with them:
- Getting started for new users
- Step-by-step tutorials
If you have any questions during your onboarding or thereafter, use our chatbot, search through our help center, or contact our customer support for assistance.
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