When structuring your organization in Cloverleaf, understanding key terms and methods is essential to maximize efficiency and collaboration. From top-level Organizations to Reporting Teams, each element plays a distinct role in creating a dynamic, scalable structure.
Important Terms to Know
As you begin to structure your org, here is a list of Cloverleaf terms to reference.
| ORGANIZATIONS: Organizations are the top level of a Cloverleaf account under which all other entities, e.g. Groups, Sub-Groups, Teams and Users, reside. Organization settings and users can be managed by Org Admins. |
| REPORTING TEAMS: Reporting Teams are our newest type of team that are built off of reporting structure. A team dashboard will be automatically created for every Reporting Team. Every manager will have a reporting team that includes themselves and all of their direct reports. Reporting team users can be managed by the Manager and Org Admins. |
| TEAMS: Teams represent groups of people who work together on a day-to-day basis and would benefit from coaching on communication and collaboration. A team dashboard will be automatically created for every team. Teams can reside at the Organization, Group, or Sub-Group level depending on how you set up your organization structure. Team settings and users can be managed by Team Admins, Org Admins, and Group Admins if the team resides within that Group. |
| GROUPS: Groups are like folders within your organization, allowing you to place employees into large groupings. Group settings and users can be managed by Group Admins and Org Admins. When to use: Organizing your org into departments, or even locations. |
| SUB-GROUPS: Sub-Groups are like folders within groups, just allowing you to organize one layer deeper than Groups. Sub-Group settings and users can be managed by Group Admins and Org Admins. We do NOT support team dashboards at the Group level. |
Methods of Structuring Cloverleaf Organizations
Method 1: Reporting Teams (Recommended)
The easiest, fastest, and lowest maintenance Cloverleaf Organization structure is by using Reporting Teams. Reporting teams are the group of individuals who report into a given manager. They are automatically built and maintained by setting everyone’s manager. This can be done in bulk using the Bulk Importer, or on an individual basis in Org Admin. Users can also change their own manager.
Method 2: Groups, Sub-Groups, and Teams
The second most common way to structure your Cloverleaf Organization is through use of a combination of Groups, Sub-Groups (when applicable), and Teams. This can also be done in bulk using the Bulk Importer, or on a user by user basis in Org Admin. Setting accounts up in this fashion takes longer and requires more long-term intervention and maintenance for Org and Group admins.
Method 3: Combination Approach
Many organizations choose to leverage both Reporting Teams and Groups/Sub-Groups/Teams. This combination provides maximum flexibility and distributed management, although it involves slightly more maintenance than using Reporting Teams alone.
Cloverleaf provides multiple ways to structure your organization. By understanding key terms and leveraging the right setup for your needs, you can create a framework that fosters collaboration while keeping management straightforward.