Team Roles

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.

  • 1 Sales Rep and 50% of a Sales Engineer’s capacity  per Sales Team
  • 1 Account Executive per 10 existing customers
  • 1 Customer Service Representative to manage 100k of revenues

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

  • Position of Team Role (e.g. Sales Manager)
  • Organizational Function for the Role (e.g. Marketing, Sales, ..) 
  • Job Type (select between Employee or Contractor)
  • Role's Headcount in % (e.g. a full time person is accounted with 100%, a half time person with 50%)
  • Monthly Base Salary paid for each Team Role
  • Monthly Variable Salary paid for each Team Role
  • Average Benefits and Taxes Rate paid by the company for Employees (for a Contractor the value is set to 0)
  • Salary Growth in % for the job
  • Time Period for the salary increase (typically: Yearly)
  • Number of Volume Drivers required to add 1 Team Role (see explanation below)
  • Volume Driver which drives hiring of Team Roles (see explanations below)
  • Revenue Stream/Plan for the Volume Driver

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?

  Multi level Dropdown: Revenue Stream – Default: last revenue stream in list

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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)

  Multi level Dropdown: Driver – Default: Customer at End of Month

<<< COMMENT: Set STEP FIXED COST to TRUE >>>


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 <UPW> icon.



Compensation (Team Role)


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.

 

<<< COMMENT: Set Benefits & Taxes to 0% if Role = Contractor>>>


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.







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Team Roles

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?

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)

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.

Compensation (Team Role)

Is this Team Role set up for Employees or for Contractors?

Is this Team Role set up for Employees or for Contractors?

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

Are these fulltime jobs?

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

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

Do you want to include annual raises?

To build in an annual raise, enter the annual percentage increase here.

  • Team Roles
  • You are adding a Team Role. What is the job description?
  • In which function does this Team Role work?
  • On which Revenue Stream is this Team Role dependent?
  • What is the driver to automatically hire for this Team Role?
  • For how many additional numbers of the selected driver, do you want to hire one additional Team Role?
  • Compensation (Team Role)
  • Is this Team Role set up for Employees or for Contractors?
  • Are these fulltime jobs?
  • How much do you pay as a monthly base salary for a fulltime job?
  • How much do you pay as a monthly variable salary for a fulltime job?
  • Do you want to include annual raises?