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Team Profile
Quickstart Guide
Intro:
A team profile helps organizations optimize onboarding, knowledge sharing, and team performance. It’s a foundational part of the HRO framework and enables AI-driven recommendations for new and existing team members.
Step-by-Step Guide:
- Ensure you have admin access and a paid plan.
- Go to HRO Admin > Teams in the main navigation menu.
- Click Create New Team.
- Select the team members for this team from your organization’s member list.
- Answer all profile questions as thoroughly as possible.
- Click Create Team to save the profile.
- Use the team profile to generate custom onboarding plans, knowledge bases, and optimize team performance.
- For more on the HRO framework, see HRO Admin > HRO Strategy.
- To see practical examples, watch the "Elite onboarding" video.
Frequently Asked Questions
Q: Who can create a team profile?
A: Only users with admin access on a paid plan can create and manage team profiles.
Q: How is a team profile used in OCW?
A: It’s used to generate onboarding plans, knowledge bases, and to optimize team performance via the HRO framework.
Q: Can I update a team profile after creation?
A: Yes, admins can update team profiles at any time as team composition or objectives change.
Q: How does the team profile connect to onboarding?
A: The AI uses the team profile and new member info to identify skill/knowledge gaps and recommend onboarding actions.
Q: Can teams overlap or can members be in multiple teams?
A: Yes, team members can be assigned to multiple teams as needed.
Q: Is there a limit to the number of teams or team profiles?
A: There is no stated limit, but your plan or platform version may have practical constraints.
Q: Where can I learn more about the HRO framework?
A: Go to HRO Admin > HRO Strategy for slides and resources.