People & Roles
Help each employee know what matters today
People & Roles combines responsibilities, goals and training requirements with agents that prepare onboarding and development work in My Day, each person’s daily work list.
People & Roles overview
The working knowledge behind the role description
HR records show job titles and reporting lines. Managers know what good work looks like, which skills need practice and which responsibilities should shape an employee’s day.
Roles and responsibilities
The real org chart and role requirements, including the procedures and systems each position uses.
Goals and daily priorities
How company priorities become individual goals and determine what belongs in each employee’s My Day.
Coaching and development
The evidence and agreed actions behind development plans, with visibility governed by company policy.
Training and qualifications
The learning path and required certifications for each role, including renewal dates and backup coverage.
Hiring and role changes
How people are hired and onboarded, with access requests and knowledge transfer when responsibilities change.
A new shipping employee’s My Day
The role record and checklist set the learning sequence. The senior shipping clerk’s captured tip adds a second export-pallet check before the manifest is closed.
I start in shipping on Monday. What should be in My Day?
My Day starts with the documented week-one tasks: • Read the carrier-booking, export-packing and manifest procedures. • Complete two shadow shifts with the senior clerk. • Check export pallets twice before closing a manifest. Ask the supervisor to confirm access and readiness before working independently.
- Record or approved ruleRole SH-01 · Role register
Shipping-clerk responsibilities and access needs. The supervisor confirms training readiness; Technology handles approved access changes.
- Record or approved ruleShipping week-one checklist · Onboarding register
Read carrier-booking, export-packing and manifest procedures, then complete two shadow shifts.
- Captured team knowledgePractical tip · Captured from the senior shipping clerk
Check export pallets twice before closing the manifest to catch label errors.
Prepared for review. The responsible person approves changes under your company’s authority rules.
New hires and development plans need consistent follow-through
When goals and training live in separate files, employees may not know what to focus on next. CompanyOS brings agreed actions into My Day and helps managers follow up; employees see their coaching evidence first, and employment decisions remain with people.
Work your team can review and use
- Prepare role-specific onboarding tasks in My Day
- Connect daily priorities to agreed responsibilities and goals
- Draft development actions for the employee and manager to agree
- Review progress evidence and upcoming coaching check-ins
- Flag required training and knowledge-transfer needs
Employee priorities connect roles to daily work
Explore all domainsLet’s start with one recurring problem.
Bring an onboarding step or development action that keeps falling through. We’ll look at what belongs in the employee’s daily work list.