Responsibilities and duties

You can define a library of responsibilities with a list of duties attached to each of them. Responsibilities can be shared by multiple jobs and positions.

Examples of responsibilities and duties

This table describes the duties associated with a responsibility.

Responsibility Duties
Sales
  • Meet sales performance target
  • Meet margin performance target
  • Prepare and deliver customer quotes in timely fashion
  • Participate in promotions as outlined by sales management
Customer service
  • Expedite customer back orders and keep abreast of status
  • Research inquiries and communicate appropriate information to customer
  • Collaborate with other company employees to provide customers the most accurate and quick response as possible
Management support
  • Assist management with the administration, organization, and creation of reports.
  • Serve as "Go-To" person for team.
  • Serve as mentor to new hires and customer sales representative with performance issues.
Management
  • Establish priorities and project timelines for department
  • Ensure that new hires receive the appropriate orientation and training
  • Conduct annual performance appraisals for direct reports.
  • Submit and manage a department budget
  • Submit reports to upper management

Responsibility guidelines

  • You can attach responsibilities to a job or position individually or as part of a responsibility group.
  • Responsibilities attached to a job are defaulted on all the job's positions.
  • If you change a responsibility's duties, the changes are displayed on each job and position to which the responsibility is attached.
  • You can also define other responsibilities directly on a job or position's Detailed Responsibilities pane. These are responsibilities that you do not want to save as shared responsibilities because they are unique to a specific job or position.

    Job-specific other responsibilities default to the job's positions. They cannot be shared with any other job. Position-specific other responsibilities are displayed only on that position and cannot be shared with any other job or position.

  • Responsibilities can be weighted. This functionality is used only in the context of Performance Management performance appraisals. You can assign a weight to a responsibility only if the Use Weighted Responsibilities check box is selected on Administrator > Set Up > Performance > Organization Configuration. Weights are not required. They can be specified and overridden in multiple locations.

    See Defaulted responsibility weights.

  • The total weight of all of the responsibilities attached to a position, including the job responsibilities that default to the position, must equal the value specified in the position's Responsibility Total Weight Must Equal field. The default value for this field is specified on Administrator > Set Up > Performance > Organization Configuration, but it can be overridden at the position level.
  • When you assign a responsibility or responsibility group to a job or position, you can make the responsibilities available to performance appraisals.

    On an Appraisal Criteria section with a source of Position, you can select Responsibilities or Duties as the measurement level. You also select the rating scale to be used for the section. You can also enable a manager to override the responsibility weights.

    • If you select Responsibilities, the description of each responsibility defined on the resource's position will be a criteria to be rated on the performance appraisal.
    • If you select Duties, the description of each duty defined for each responsibility on the resource's position will be a criteria to be rated on the performance appraisal.
  • Responsibilities can also be included on job posting templates to be part of a job requisition description.