Knowledgebase

 

Organization Roles Overview

We all know that teamwork plays a vital role in the growth of a business. Entrepreneurs and owners need to run their businesses based on roles and responsibilities.

Together, employees, staff, and owners often need positive motivation to keep a consistent workflow. This is how to build a scalable business.

Segwik introduces role-based users. You manage the role creation while also giving team members accountability and job transparency. At Segwik, we believe together, we can achieve more when everyone understands assigned work goals.

The Benefits of Assigning Roles: 

Let’s have a look:

  1. Everyone is aware of their work: Assign roles in order to create transparency and let workers know what is expected of them. They know how to fulfill and manage their responsibilities, while seeing the importance of their contribution to the success of the team. 

  2. Greater cooperation: Assigned roles ensure tasks are delegated among the staff. Individuals can view how they contribute to success and the vital role in the overall success of the business. The office environment becomes more creative, collaborative, and positive, leading to less animosity and conflict. 

  3. Tasks get done on time: With deadlines looming, it’s easy for tasks to slip through the cracks. Clearly defined roles, tasks, and expectations ensure employees who are familiar and comfortable with their responsibilities. Tasks no longer are skipped or forgotten. 

  4. Enhanced Communication: The key to a successful business is implementing and using improved ways of communication. Miscommunication leads to doubt, errors, and time loss. Defined roles leave no doubt about what tasks you assign to what employee. Your colleagues are left with the ability to focus properly on their work, without being burdened with extra tasks or micromanaged.

About Roles and Responsibilities: 

While assigning roles and responsibilities, make sure that your employees are strictly meeting the criteria for their role associated with their profile by following the below-listed points:

  • Job Description: Include responsibilities, tasks, and other functions associated with the position. 

  • Functions/Tasks: Create specific and detailed descriptions associated with employees. 

  • Competencies: The capabilities and skills needed to achieve the responsibilities linked to roles.

  • Education and Experience: Educational background needed to fulfill the competencies of a position.

  • Essential Indicators and Performance Management: Any details regarding work performance.

Segwik links many attributes with certain positions. This enables team members with the knowledge of what they must accomplish on each day, week, month, or quarter.

Segwik has introduced role-based users’ accounts because we understand the importance of delegating responsibilities and roles to a business. Everyone on your staff will understand their roles and what they have to achieve within the business. Your public calendar will also show the availability of staff based on their roles. 

By organizing and defining roles, you create the best practices for your business.  

How to Create and Edit Roles: 

  • Click on the settings/gear icon

  • Click on Company Profile

  • Choose the Team Member Role tab

  • Add a role if necessary

  • Click on a role to edit or add descriptions

 

Creating and Editing Roles - Step 1

Creating and Editing Roles - Step 2

Creating and Editing Roles - Step 3

 

How to Assign Roles: 

  • Click on the settings/gear icon

  • Click on Team Member Manager

  • Click View on the Team Member you wish to edit

  • Add or edit the role above the member’s name

  • Select a level

  • Select a role

  • Select a location (if applicable)

 

Assigning Roles - Step 1

Assigning Roles - Step 2

Assigning Roles - Step 3

Assigning Roles - Step 4

 

 

 

Contact Us