What is a role template?

Explaining what a role template is in Beamible

Written by Gill
Updated over a week ago

A role template is a pre-populated list of common activities relating to each role title, where activities are defined as core bundles of work individuals undertake on a day-to-day basis (i.e. we typically see between 8-12 activities within most roles). Key activities will vary depending on your role.

The default role templates within the platform give you a starting point to work off as you build your own role!

Some general examples of activities, regardless of role title, include:

  • Team meetings

  • Client work

  • Stakeholder management

  • Planning

  • Administration

  • Strategy

  • Learning & Development

Navigating to the Beamible Template Library

Click on your Organisation Profile icon on the blue left-hand Navigation Bar and under the Templates tab you should be able to access all available templates.

Beyond the default templates within the system you can create custom templates.

Note: Only those with Administrator permissions can make changes (i.e. add custom templates or disable templates that are not relevant to your organisation).

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