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Edit Role Descriptions

Instructions for editing role descriptions

Andrew Sutton avatar
Written by Andrew Sutton
Updated over 10 months ago

You can easily edit the role descriptions in your organization chart.

  • To begin, click Structure in the top navigation menu to access the organization chart

  • Click on the link icon on the top left of the role that you wish to edit

  • Another option is to click on the menu icon in the top left corner, then choose Company Roles to access a list of roles, then select the role you would like to edit

  • Select the role you would like to edit

  • Select the pencil icon to edit the role description

  • Make your edits using the easy editor provided within Way We Do. The template offers these helpful categories for your description:

    • Reports to

    • Department

    • Summary of Position

    • Duties and Responsibilities

    • Qualifications

    • Experience

    • Skills

    • Physical Requirements

    • Location

    • Travel Requirements

    • Type of Employment

  • All of the description categories are optional and can be deleted if not needed

  • Click Save before navigating away from the document to avoid losing the updates you have made

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