Teams

Skai Dalziel avatar Joe Facciolo avatar Amy P. avatar +1
37 articles in this collection
Written by Skai Dalziel, Joe Facciolo, Amy P. and 1 other

What are Teams?

Joe Facciolo avatar
Written by Joe Facciolo
Updated over a week ago

What is the difference between my Personal account and my Team accounts?

Amy P. avatar
Written by Amy P.
Updated over a week ago

How do I rollout Guusto Teams for my company?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How can I measure the effectiveness of Guusto?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How many Teams should I setup?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I create a Team?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

Who should I load as Team Members?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

What should I send Team Members before adding them to a Team?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I add Team Members to my Team?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I upload a list of Team Members?

Amy P. avatar
Written by Amy P.
Updated over a week ago

How do I update / maintain a large list of Team Members?

Import your employees from an HR system (e.g. ADP, Ultimate Software, Workday, Bamboo) using Upload List Override
Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

What are Team Settings?

Create a Teams Reason list, restrict where gifts can be sent, upload a list of common recipients, team tracking, team member notifications.
Amy P. avatar
Written by Amy P.
Updated over a week ago

How do I brand the platform and emails for my Team Members?

Amy P. avatar
Written by Amy P.
Updated over a week ago

How do I check my Team Balance?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How can I send gifts using Team Funds?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How much spending budget should I provide Team Members?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I provide a budget to Team Members for sending gifts?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I transfer funds to/from Team Members?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I set up recurring fund transfers for my Team members?

Amy P. avatar
Written by Amy P.
Updated over a week ago

How do the settings on the Manage Members page work?

Amy P. avatar
Written by Amy P.
Updated over a week ago

How do I set a gift value that requires Admin approval?

If a team member sends a gift of this value or above, the Team Admin must approve the gift before the gift is sent.
Amy P. avatar
Written by Amy P.
Updated over a week ago

How do I give Team Members Access to spend Team Funds?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How does Access to Team Funds Work?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I remind Team Members to use their account funds?

Send a reminder email to Team Members to use their account balance.
Jessica P. avatar
Written by Jessica P.
Updated this week

What reports does Guusto offer for Teams?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I view Reports for all Teams?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do Team Recipient Restrictions work?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I restrict which merchants are available to my Team Members?

Remove some merchants from the merchant list when redeeming gifts
Amy P. avatar
Written by Amy P.
Updated over a week ago

How do I mandate the 'Claim by' period for gifts sent by team members?

Set the date that gifts can be claimed by before the funds are returned to the team
Amy P. avatar
Written by Amy P.
Updated over a week ago

How do Team Notification Settings work?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I load a "Gift Reasons List" for Team Members?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I load a list of Recipient Notes for my Team Members?

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Written by Skai Dalziel
Updated over a week ago

How do I set Team Member Rights?

Skai Dalziel avatar
Written by Skai Dalziel
Updated this week

How do Member Public Settings work?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How can I delete or deactivate a Team Member?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

How do I delete a Team?

Amy P. avatar
Written by Amy P.
Updated over a week ago

What off-boarding information should I provide to employees leaving the company?

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago