My Team for administrators
My Team is where you manage the people in your company: their profiles, your organisation structure, who approves what, and the reports that tell you whether any of it is in order. This is a map — each area has its own article.
Where: My Team in the main menu 
What sits where
| Tab | What it holds |
|---|---|
| Dashboard | What needs you now — approvals, key dates, team activity |
| Team | Everyone, and the way into any profile |
| Reports | Nine reports: turnover, demographics, key dates, missing data, audit trail and more |
| Mel | The AI assistant |
| Settings | Organisation, approvals, policies, documents, notifications |
| Tools | Bulk data, documents, Profile Manager, Policy Center, invites |
The order to set things up
Each step depends on the one before it, and doing them out of order creates rework:
- Organisation structure — branches, departments, positions. Before anyone is added.
- User rights — who can see and do what.
- Approval chains — where requests go. Before people start raising them.
- Profile Automations — so placement sets the right settings automatically.
- Add employees — one at a time or in bulk.
⚠️ Steps 1 and 3 are the ones people skip. Adding employees before the structure exists means editing every profile afterwards; adding them before approvals exist means requests that route nowhere and have to be cleared by hand.
The jobs you will actually do
- Onboarding and offboarding — adding and deactivating people
- Keeping records straight — Profile Manager for bulk edits, bulk data import for large changes
- Watching data quality — the Missing Data and Audit Trail reports
- Answering the questions leadership asks — Turnover, Demographics, Key Dates
Two habits worth having
Work the dashboard, not your inbox. Approvals wait on the dashboard rather than being emailed at you, so an unopened dashboard is a queue nobody is clearing.
Run the Missing Data report monthly. Almost every downstream problem — payroll gaps, reports that undercount, automations that do not fire — traces back to incomplete profiles, and this is the cheapest place to catch them.