Team Roles are typically related to sales, account management or support functions. Similar to Groups, Team Roles have similar job and salary profiles. But other than Group Members, Team Roles are not hired at specific points in time. Hiring Team Roles depends on drivers (customers, units, sales teams, sales partners or revenues), e.g. the number of Sales teams, Sales Quotas to sign up new customers per month or simply revenues to manage.
To add a Team Role to a Headcount Team and define the driver how how roles are hired, select the tab <Team Role> and click the button <+ Add Team Role>
Enter the following parameters
You are adding a Team Role. What is the job description?
Enter a job description, e.g. Sales Rep, Customer Care Agent, ..
In which function does this Team Role work?
Pick a function from the dropdown
On which Revenue Stream is this Team Role dependent?
Select the revenue stream or revenue stream contract on which this Team Role is dependent. This is a multi-level dropdown field listing all revenue streams and the plans within all revenue streams (default: last revenue stream in list)
What is the driver to automatically hire for this Team Role?
Select the appropriate driver to automatically add Team Roles (e.g. Customers at End of Month). This is a multi-level dropdown field listing all value drivers available in Lean-Case such as Customers, Units, .. (default: Customer at End of Month).
The field step-fixed cost controls how new team roles are calculated. Assume you want to hire one additional Team Role for every 100 Customers at End of Month. Also assume that you have 150 customers in a given month.
- If the field step-fixed cost is not flagged, then you would have 1.5 Team Roles in this month.
- If the field step-fixed cost is flagged, then you would have 1 Team Roles in this month (every new team role will only be hired when the next steps is "fixed")
For how many additional numbers of the selected driver, do you want to hire one additional Team Role?
Assume you want to hire one additional Team Role for every 100 Customers at End of Month. Then enter 100. You can enter a flat number or vary the number over time to reflect increased efficiency, … via the spreadsheet icon next to the inot field.
Is this Team Role set up for Employees or for Contractors?
Select if this is a Team Role for Employees or Contractors. The standard Benefits & Taxes rate of 20% will be applied to calculate the compensation for employees but not for contractors.
Are these fulltime jobs?
If the Team Roles hold fulltime jobs, enter 100%. If these are half-time job, enter 50%, ..
How much do you pay as a monthly base salary for a fulltime job?
Enter the monthly base salary for a fulltime job. If this is a fulltime job (100%) with an annual base salary of 24.000, then enter a monthly salary of 2,000. If this is a half-time job (50%), then enter 1.000.
How much do you pay as a monthly variable salary for a fulltime job?
Enter the monthly variable salary for a fulltime job. If this is a fulltime job (100%) with an annual variable salary of 12.000, then enter a monthly salary of 1,000. If this is a half-time job (50%), then enter 500.
Do you want to include annual raises?
To build in an annual raise, enter the annual percentage increase here.