Teams

Joe Facciolo avatar Amy Pettigrew avatar Skai Dalziel avatar
33 articles in this collection
Written by Joe Facciolo, Amy Pettigrew, and Skai Dalziel

What are Teams?

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

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

Amy Pettigrew avatar
Written by Amy Pettigrew
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 Pettigrew avatar
Written by Amy Pettigrew
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 Pettigrew avatar
Written by Amy Pettigrew
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 the settings on the Manage Members page work?

Amy Pettigrew avatar
Written by Amy Pettigrew
Updated this week

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 Pettigrew avatar
Written by Amy Pettigrew
Updated this week

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

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 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?

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

How do I set Team Member Rights?

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

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 Pettigrew avatar
Written by Amy Pettigrew
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