The Teams section in TalentDesk serves as a centralized hub for managing your network of Providers and Managers. Here, you can efficiently send invitations, monitor onboarding progress, access essential documents, create customized groups, and maintain a contact directory for seamless collaboration.
Within the Teams section, you will find 4 subsections:
Team
In Team, you will find the profiles of Providers and Managers within your network. Easily switch between Providers and Managers by selecting the tabs at the top of the page.
Use the Sort by, Filters, and Search bar to quickly locate individuals with specific criteria.
To view a user’s profile, click on their name or profile photo.
A Provider’s profile contains various tabs where you can access their personal information such as About, Onboarding, Tax, Payments, Reviews, Rates, Work, Documents, and Notes.
A Manager's profile looks similar, but with fewer tabs as less information is gathered for your internal team members on the platform.
To learn more about navigating and utilizing the different tabs on a profile, please read our article, Navigating User Profiles.
To carry out specific actions for a Provider or Manager on the Team page (such as viewing an onboarding submission, adjusting a rate, or deactivating a user), simply click on the arrow located on the user’s profile. This action will open a dropdown menu displaying various options for you to choose from.
To export a filtered CSV file of your TalentDesk Team, simply click on the three dots ‘...’ located in the top right corner of the Team page and choose the Export option.
Groups
This section allows you to organize and group your network of Providers and Managers into customized Groups. By utilizing this feature, you can easily locate and take bulk actions for Group members throughout the platform, such as sending messages, inviting members to projects or tasks, and requesting signatures for important documents.
To learn how to create custom groups relevant to your organization, visit Standard & Dynamic Groups.
Contacts
The Contacts section in Teams serves as a digital address book for your organization. Here, you can save contact details for individuals you may want to connect with in the future or keep track of those you prefer not to work with again.
At the very least, when adding a new contact, you must provide their First Name, Last Name, and email address. Feel free to include any additional information you deem necessary based on the available fields.
Invitees
Monitor the progress of your platform invitations to both Providers and Managers in the Invitees section. Keep track of whether an invitation has been Accepted, Cancelled, is Pending, or Rejected after sending it. Utilize the Filters or Search bar to find individuals based on their invitation status, name, or email address.
Use the ‘X’ next to an individual’s name to cancel an invitation.
Use the circular arrow to resend the invitation.
Occasionally, initial TalentDesk emails may end up in the recipient's Spam or Junk folder. We recommend advising your Providers and Managers to check these folders if they cannot find a platform invitation in their main inbox.