What Are Job Roles?

A Job Role is a template that defines the standard configuration for a specific position in your company. It includes the tasks, schedule template, and responsibilities typical for that role.

Creating a Job Role

  1. Navigate to Job Roles in the sidebar
  2. Click ”+ New Job Role”
  3. Fill in the details:
    • Name — e.g., “Virtual Assistant”, “Customer Support Rep”
    • Description — What this role entails
  4. Save the Job Role

Adding Tasks to a Job Role

  1. Open the Job Role
  2. Go to the Tasks section
  3. Click “Add Task”
  4. Select tasks that this role is responsible for
  5. These define what a person in this role will be doing

Creating Template Time Blocks

Template time blocks define the standard weekly schedule for the role:

  1. Open the Job Role
  2. Go to Template Schedule
  3. Add time blocks for each day:
    • Day — Monday through Friday (or weekends)
    • Start/End time — The shift hours
    • Task — Which task is performed during this block
  4. This creates the baseline schedule template

Using Job Roles

Job Roles are used primarily for onboarding. When a new person joins:

  1. Assign them the appropriate Job Role
  2. Apply the template to generate their schedule
  3. Customize as needed

Tip: Keep Job Roles updated when your processes change. If you add a new task to a role, all future hires get it automatically.