When getting started with Teamatics, there are two typical approaches to setting up the key elements (Teams, Skills, Jobs, Paths, Team Members, Candidates, Certifications):

  1. Utilizing our BambooHR integration will automatically populate (and synch) teams, jobs and team members and assign team members to their appropriate teams and jobs. It will also use the hierarchy of jobs in BambooHR to define access rights (so managers, directors and leadership see the details tor their teams and team members) and populate career paths using the variety of paths already in your organization.
  2. Utizing our Competency Framework Import Template, we will assist you in populating your teams, jobs, team members, and skills. This will associate skills with jobs, jobs with teams, and team members with jobs and teams.
  3. If an integration opportunity does not exist and you do not wish to use our Competency Framework Import Template, we recommend beginning by adding a single team, then adding the jobs and team members associated with the team, and finally assigning the team members to their appropriate jobs.

Once you have teams, jobs, and team members in place, the next step is to define the skills required for each job (we recommend using our Skill Wizard) and create the paths that show how a succession of jobs comprises a career path within your company.

Setting up candidates and certifications is optional, depending upon your company's needs.

With teams, jobs, team members, skills, and paths defined, you can go to the Settings page for your company and initiate the Team Member Assessment Notifications to send emails inviting your team members to complete their skill self-assessements.

As this data is collected, Teamatics begins to really come alive, showing how team members fit in their jobs and career paths, where there are skill gaps, where there are passions and interests for development, who does what best, and more.