Workspace table
Job Roles
The Job Roles table stores the types of work in the operation (RN, guard, driver, server ) with the qualifications each role requires and the pay or bill logic attached to it.
Illustrative example
From job roles to a useful workspace
- 01
Start with a table
Job Roles
- 02
Build a workspace
Job Roles
- 03
Focus the view
Active roles
A suggested way to organize your information. This diagram is not a product screen.
What belongs in this table
- 1Every job type a shift can require or a worker can hold.
- 2Qualification and credential requirements per role.
- 3Role based pay rates and bill rates.
- 4Department or division groupings for reporting.
Fields to understand
Your account may use different field names and permissions. Use these examples to understand what each field contributes.
- Role name
- The label schedulers and workers see on shifts.
- Required credentials
- Links to Document types the role requires, such as a license or certification.
- Pay rate
- Default pay logic applied when the role is worked.
- Bill rate
- Default billing logic applied for client invoicing.
- Department
- Grouping used for schedules and reports.
- Eligible workers
- Rollup of Users linked to the role.
Ideas for your team
List
Job Roles
The role directory with requirements and rates.
List
Departments
Roles grouped by department or division.
List
Qualifications
Requirements matrix across roles and sites.
Example tabs
- Active roles
- By department
- Missing requirements