Workleap uses teams and segments to help you organize employees into meaningful groups. These groups allow you to filter survey results, assign responsibilities, and manage team-specific settings.

What are teams?

Teams are the main way to group employees who work closely together.

Each employee must belong to at least one team.
- Employees can belong to more than one team.
Each team has a Team Manager responsible for viewing results and taking action.
Teams support targeted communication, feedback, and reporting.

You can organize teams by department, function, location, or other relevant structures.

Team types

There are two types of teams in Workleap Officevibe:

Manual teams are built by manually assigning employees. Administrators choose who belongs to the team and make manual updates as needed.
Rule-based teams use dynamic rules to include employees based on specific criteria (e.g., department, location, or custom properties that you create). Membership updates automatically when employees match the rules you set.

Both team types function the same way for reporting and survey visibility. The difference is how users are added to the team.

What are segments?

Segments are flexible, custom groupings used for filtering and analyzing data across your organization.

Employees can belong to multiple segments.
Segments don’t have a Team Manager.
Segments are only used for filtering survey results and reports.

Common segments include job level, location, tenure, and cross-functional projects.

Teams and segments best practices

Create teams based on reporting relationships or daily collaboration.
Use segments to reflect characteristics like office location or seniority.
Maintain consistent naming for easier filtering.
Update teams and segments regularly to reflect organizational changes.

Who can manage teams and segments?

Administrators can create, edit, and delete teams and segments.
Team Managers can only view and manage their assigned team.
Employees cannot edit or manage teams or segments.

Create a manual team

Open Workleap Settings and select Teams from the side menu.
Click Create team.
Enter a team name and assign a Team Manager.
Select Manual as the team type.
Add employees to the team.
Click Save.

Create a rule-based team

Open Workleap Settings and select Teams from the side menu.
Click Create team.
Enter a team name and assign a Team Manager.
Select Rule-based as the team type.
Define one or more rules based on employee attributes (e.g., department is “Marketing”).
1. You can select whether team members must meet all of the rules you set or any one rule.
Click Preview members to view included employees.
Click Save.

Employees who match the team's rules are automatically added to the team. If their properties change, their team membership updates automatically.

Note: Unlike manual teams, rule-based teams cannot have sub-teams.

Edit a team

Open Workleap Settings and select Teams from the side menu.
Select the team you want to edit.
Update the team name, manager, and users (for manual teams), or rules (for rule-based teams).
Click Save.

Delete a team

Open Workleap Settings and select Teams from the side menu.
Find and select the team you want to delete.
Select Delete team.
Confirm the deletion.

Caution: Employees must belong to at least one team. To avoid gaps, reassign users to a new team before deleting a team.

Create a segment

Open Workleap Settings and select Segments from the side menu.
Click Create segment.
Enter a segment name.
Set up the segment's rules and properties as desired (users are added to the segment automatically if they match your set criteria).
Click Save.