Note: adding a role is restricted to those with the appropriate admin rights – typically the team leader. If you would like to add a role, but are unable to do so, please contact your system administrator.
To add a role:
Press the grey ‘+’ icon in a team circle.
Select an appropriate role title.
Define the purpose of the role. This is the key aim of the role and should be an ongoing aspiration rather than a specific objective.
The core role of Team Leader has pre-defined accountabilities.
For standard roles add the specific accountabilities of the role. These accountabilities can only ever be within the defined remit and accountabilities of the team. It is important that the accountabilities are active verbs, so should begin with a verb ending in -ing. Avoid ambiguous descriptions like ‘enabling’ and facilitating.
Set the FTE (full time equivalency) bar to the appropriate percentage. Full time role 100%, one day a week 20%, three weeks per month 75%, etc.
Press CREATE ROLE to save your changes. The new role will appear immediately in the organisational structure.