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Q&A HR & Managers - TeamScan

In this article, you will find answers to the most frequently asked questions about using the TeamScan Module as a Manager or HR/Admin.

This article is designed to help Managers and HR/Admins get the most out of the TeamScan Module.

Here, you’ll find answers to the most common questions about accessing, using, and managing TeamScan, so you can navigate the platform with confidence and efficiency.

For more detailed guidance and in-depth knowledge of the module, explore our various articles:

In this article, you will find answers to all these questions:

 

Q: How can I modify a TeamScan for a Team Member?

A: A TeamScan can only be modified while the campaign is still running or if the TeamScan was created outside of a Campaign. Once the campaign is closed, modifications are no longer possible. If the TeamScan has already been submitted within an active campaign, you can open it, make your changes, and save it again.

Steps to modify a TeamScan:

  • Navigate to the TeamScan module and select Overview.
  • Click the name of the team member whose TeamScan you want to update to access their individual page.
  • To edit the details, click anywhere on the most recent TeamScan entry to open it. Then navigate to the dimension(s) you would like to update.
  • If you previously removed the TeamScan from the campaign, click Submit to Campaign to add it back.

 

Q: Can I delete a TeamScan for a Team Member?

A: You can always delete a TeamScan if it was created manually outside of a campaign.

If the TeamScan was created as part of a campaign and the campaign is still running, you can also delete it. However, once the campaign is closed, it is no longer possible to delete the TeamScan. The TeamScan becomes locked. 

 

Q: How can I delete a TeamScan?

A: To delete a TeamScan for a Team Member:

  • Go to the TeamScan module.

  • Select the relevant Team Member.

  • In the TeamScan Profile Evolution, find the TeamScan you want to delete.

  • Click the three dots at the end of the row and select Delete.

You may need to zoom out your screen to see the three dots button at the end of the row!

The Delete button will not be available once the campaign has ended, as the TeamScan becomes locked.

 

Q: Why is the GEP different in the TeamScan and the Team Member profile?

A: The GEP you see in a Team Member’s profile may differ from the one in their latest TeamScan. This is because a TeamScan is a snapshot of the GEP at the time it was created. If the GEP has been updated since then, you will need to create a new TeamScan to see the updated GEP.

 

Q: As a Manager, can I modify the GEP of my Team Member?

A: The role and the associated GEP are organizational settings managed by platform administrators. If you notice that a team member does not have the correct role assigned, please contact HR to have it updated.

Regarding TeamScan: when a new TeamScan is created, it will reflect the GEP that is currently assigned to the team member at that time.

 

Q: How can I create a new TeamScan outside a campaign?

A: To create a new TeamScan for a Team Member: Go to the TeamScan module, select the Team Member you want to profile and click the “ProfileScan” button at the top right of the screen to start a new TeamScan.

If your organization is running a campaign, a task will appear in your dashboard and agenda. Simply click on it to create the TeamScan linked to that campaign.

If you have already created a TeamScan during an active campaign, please edit the existing one rather than creating a new entry. Creating additional TeamScans within the same campaign may clutter the data and impact reporting accuracy.

 

Q: Is the task automatically created when creating a campaign as an administrator?

A: Unlike Conversations campaigns, TeamScan and SelfScan campaigns can be created at any time and will automatically generate a task that appears in participants’ dashboards. You can create a campaign starting today, and the corresponding task will be immediately visible to participants.