Adding job functions, responsibilities, and drivers

Once you have created a survey, you must then complete the survey setup. This consists of the following steps:

• Add job functions to survey

• Assign one or more responsibilities to each job function

• Link profitability drivers to each responsibility

When complete, the survey details page appears as follows:

Adding job functions to a survey

Each department survey can include multiple job functions.

NOTE: You can only update surveys that are Inactive. This prevents inadvertent changes or multiple users updating a survey at the same time.

To add job functions to a survey:

1. On the Customer Account Profitability > Survey Assistant page, click the Survey Setup sub-tab.
2. In the row of the survey you want to update, slide the Active toggle to No, if needed.

3. Click the name of the survey to which you want to add job functions and responsibilities. The survey details page opens.

   

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4. In the survey details page, click Add Job Function.

   

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5. Place your cursor in the Job function drop-down list and select a job function.

   

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   OR

   Click Create new to add a new job function. Enter a Job function name and Job function description and click Save.

6. Enter the Function split value. This value can be salary, headcount, or some other type of value, and represents the portion of the total department value that the job function is responsible for. For example, if the survey is based on salary, you would enter the salary for the position here.

Adding responsibilities to a job function

Once you have created a job function for a survey, the next step is to assign one or more responsibilities to each function. Most job functions will have more than one responsibility assigned.

To add responsibilities to a job function:

1. On the survey details page, place your cursor in the Responsibilities field and start typing to search for a responsibility. You can also press the Space bar to view the list of existing responsibilities.

   

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2. Click Add next to the name of the responsibility you want to add.

   

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   OR

   Click Create new to add a new responsibility. Enter a Responsibility Name and Responsibility Description and then click Save.

3. Repeat steps 1 and 2 for each additional responsibility you want to add to the job function.
4. Enter the amount of time the job function spends on each responsibility in the % of time allocation field. This will automatically populate the Weighted % of time field.

5. Click Save to save your changes.

   NOTE: Clicking the name of a responsibility in the Responsibilities list appears to add the responsibility to the job function. However, you must actually click Add to the right of the responsibility name to add the responsibility. See the screen shot following step 2.

Linking profitability drivers

After you have created a responsibility, you will need to link one or more drivers to it.

NOTE: If you need to create a driver, go to the Customer Account Profitability > Drivers and Transactions page. For details on creating drivers, see Managing drivers.

To add profitability drivers to survey:

1. On the survey details page, click the Add Drivers link in the Drivers column.

2. Click Add.

   

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3. Click Select driver in the drop-down list to display the list of available drivers.

   

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4. Enter the relative drive weight. This represents the weight of the driver relative to any other drivers you assign.

5. (Optional) Enter a description for the relative driver weight.

6. To add additional drivers, click Add and repeat steps 3 and 4 for each driver.

7. Click Save. The number of drivers for each responsibility is displayed in the Drivers column.

8. Click Save.

9. Click OK at the prompt.