How Do You Add a Role to a Team Group?

Can I add multiple roles to a team group? How do I remove a role?

Use this guide to accurately enter team roles in the staffing cost interface for planning and budgeting.


🧭 Steps to Add a Role

Step 1: Enter the Team Name
Click the “Team Name” field at the top and type in your group name (e.g., Marketing, Engineering).

Step 2: Click “+ Add Role”
This will insert a new row for entering role details under that team.

Step 3: Fill in the Role Information

  • Position Title: Enter the role title (e.g., Marketing Manager).

  • Employee Name (optional): Add a name or leave it blank for planned hires.

Step 4: Input Compensation Details

  • Yearly Salary: Enter the base salary as a number (e.g., 75000).

  • Employment Type: Choose from the dropdown (Full-time, Part-time, etc.).

Step 5: Set the Timeframe

  • Start Date: Select the starting month and year (e.g., Jan 2021).

  • End Date: Choose when the role ends (e.g., Dec 2025).

Step 6: Add Salary Growth (Optional)

  • Variation %: Enter a percentage increase per year (e.g., 5).

  • Frequency: This is fixed to “Yearly”.

Step 7: Adjust Benefits and Taxes (Optional)

  • Benefits and Tax: Default is 20% — modify if needed.

  • Cost of Sales: Check this only if the role directly contributes to revenue.

Step 8: Save the Role
Click the orange “Save” button. Use “Cancel” to discard changes or “Delete” to remove the role.


💡 Pro Tips

  • Use “+ Add Role” again to enter more team members.

  • It’s fine to leave Employee Name blank for upcoming hires.

  • Keep timeframes and variation values accurate for better forecasting.

  • The bin icon provides a quick and precise way to delete individual roles without affecting others.