Let's go from zero to org hero in less than 10 mins! Follow this guide to:
🎉 Pro tip: If you're looking to speed up the learning process, book a coaching call with one of our performance specialists.
Step 1: Create your team and organization structure.
One of the low-key powerful features of LEON is our team building function. Team creation allows you the freedom to move team members in and out of teams as needed, so you can optimize performance.
Want to see how a group of new employees are handling onboarding? Not a problem! Simply create a new team. Call it Onboarding_sales (or whatever you want) and drag them into your newly created team.
What about your GTM function? Easy. Build out your teams, and let the LEON algorithm collect data. From there, you can understand which teams within your GTM function are starting to burn out and which teams are primed to perform. After that, all you need to do is move resources around, maybe adjust OKR's a bit, and figure out the best way to help your teams, while still launching that badass new product (or you can use our recommendations).
Steps to creating a team:
Visit your control panel
Click on Users and Teams
Click + new team
Name your team and set the category with the drop-down
Click Create Team
Step 2: Invite Team Leads to help you drive high performance.
To create and add Team Leads to a new Team, you can drag and drop them in one of three ways:
To create a new Team Lead, click + team lead. A modal will pop up, where you can enter their email and invite them to be a Team Lead,
If they already exist in the Platform but are not attached to a team, you can move them from the Deactivated Users section into a new team as a Team Lead.
If they already exist in the system and are attached to a team, you can promote them from an Employee user to a Team Lead.
Or you can downgrade them from a Company Lead to a Team Lead (permission levels will change).
Once they have been moved over, you will get a confirmation modal such as below. After you confirm, your new Team Lead will have immediate access to start managing their team!
Step 3: Share LEON with your team
Inviting new employees and assigning them to a new team is quick and easy.
Click + member within the team card. This will trigger a pop-up modal for you to enter their email. Note: if you are inviting multiple people at one time, please separate each email with a comma.
Once invited, you will see a list of users that are either listed as invalid emails, existing members, or invited members.
Each newly invited member will show up within your team!
Hey, congrats! 👏🎉👏🎉👏🎉👏🎉👏🎉👏🎉
You've come to the end of our getting started guide. By now, you should have a great-looking high performing team, on which you can start understanding well-being and performance at a level like never before!
Over the next few days, your team will start answering check-in questions, which will drive the LEON Performance Index. From there you will be able to look at reporting and implement Playbooks as needed.