Creating a New Role

You may add a new team member to your organization or create a new position and realize that their role doesn't exist yet within the WorkStory platform.

Not a problem! Admins can create new roles in two ways and then apply that role to your team.

Option 1: Duplicate an Existing Role (faster)

If your team has existing roles with categories and questions that you think are generally applicable to the new role, you can simply duplicate an older role and rename it.

To duplicate an existing role:

1. Click on the Company menu item and then the Questions sub-tab
2. Find the role you would like to replicate and click on the edit (pencil) icon on the left-hand side
3. At the top, click "Duplicate Role"
4. Your new role will populate in the list with the name of the old role_1 ex. Account Manager_1
5. Click the edit icon again and rename your role before clicking Save at the bottom of the screen

To apply this role to a team member:

1. Click on the Company menu item and navigate to the respective team member
2. Click on the team member and in the Roles section, select the appropriate role name
3. Click Update and double check the team member's review relationships by navigating to the the Reviews sub-tab at the top of the page and opening up each review relationship dropdown element (the new role should already be applied)

To see more on how to set relationships, visit our Assigning Review Relationships FAQ page.

Please note: When editing a duplicated role, you can add or remove categories as needed without impacting other roles. If you add or remove questions from categories, this does impact other roles that contain the same categories. To avoid this, you can create a new category or duplicate a category and make changes to that new category without impacting other roles.

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Option 2: Create a Brand New Role

If you'd rather build a role from scratch, you can do so easily.

To create a new role:

1. Click on the Company menu item and then the Questions sub-tab
2. Click the "+" icon at the top of the Roles column
3. Name the role, add a description, select the categories you would like to be assigned to the role
4. Click Save to create the role
5. Review the categories and questions being used by clicking on the items in their respective columns

Please note: When editing a role, you can add or remove categories as needed without impacting other roles. If you add or remove questions from categories, this does impact other roles that contain the same categories. To avoid this, you can create a new category or duplicate a category and make changes to that new category without impacting other roles.

From here, you'll need to apply this role to a team member. Instructions for this are included, just above, in the previous section.