Adding your team
Your direct reports are the foundation of everything in Mora. Meetings, goals, topics, feedback, and relationship profiles all belong to a specific person on your team. Getting your roster set up correctly from the start makes everything else work smoothly.
Adding a direct report
Go to My Team and click Add team member. Fill in:
- Name — the person’s full name as it should appear in Mora
- Email — their work email address
- Meeting frequency — how often you typically meet (weekly, biweekly, monthly)
- Cadence preference — any additional notes about scheduling preferences
Once you save, Mora creates a profile page for that person. This is where their relationship summary, meeting history, goals, topics, and feedback signals will live.
Importing from your HR system
If you use BambooHR, Rippling, Workday, or another HR tool, you can import your direct reports instead of adding them manually. Click Import your team on the Add your team step during onboarding, or find the option under Settings → Integrations at any time.
Mora will connect to your HR system, show you a list of people who report to you, and let you select who to add. You can still add or remove people manually after importing.
Editing team member details
From the My Team page, click on any team member to open their profile. Use the Preferences section in their profile sidebar to update their meeting frequency, cadence preference, and email address.
Keeping your roster current
Your My Team page shows all active direct reports at a glance, along with each person’s upcoming next meeting, open commitments count, and relationship sentiment. Use this view as a quick health check on your 1:1 practice.
When someone leaves your team or your organization, you can offboard them rather than deleting them. Offboarding preserves all historical data — meetings, notes, goals, and feedback — while stopping new meetings from being scheduled.
See Offboarding a team member for how that process works.