Accountability: Workload Management
Where to Find: WE → Org Design → Accountability
While the Manage section defines your company’s structure, Accountability is where you define the actual work. It’s a space to define the key responsibilities and ownership for each function in your organization.
The status cards at the top of the page give you an overview of your workforce. These cards also act as dynamic filters - simply click on a card to instantly update the list below. This allows you to filter employees based on their accountability status, making it easy to focus on:
The status cards at the top of the page give you an overview of your workforce. These cards also act as dynamic filters - simply click on a card to instantly update the list below. This allows you to filter employees based on their accountability status, making it easy to focus on:
- Single: Employees holding a single function.
- Multiple: Employees holding two or more functions simultaneously.
- No Accountability: Employees without assigned responsibilities.
Overload: Tracks employees with a workload exceeding 100% capacity.
To further refine your view, use the quick filter checkboxes:
- Show only overloaded employees: Instantly narrows the list to team members who are over capacity.
- Show only employees with 0% workload: Quickly isolates unassigned or available team members who currently have no allocated workload.
Each Accountability Card shows what an employee is currently working on and how balanced their workload is:
- Accountability Count: Shows the total number of specific responsibilities assigned to that person.
- Workload Bar & Percentage: Displays a visual capacity bar alongside the exact workload percentage (e.g., 0.5%, 100%) to instantly highlight available or overloaded employees.
- Branch & Department: Displays the employee's office location and their specific functional group.
- Manage Button: Click the Manage button on any employee’s card to open a workspace where you can add, edit, or remove specific responsibilities and balance their workload.
Managing Accountability
After confirming, fill in the following details:
- Click the Manage button on the card
In the opened sidebar, you can either create accountability from scratch or update existing assignments.
- View employee details
- See the employee’s name, office location, and department for context before making assignments.
- Add a new function
- Click + Add to assign a responsibility.
- Select the Org Body (department or unit), then choose the specific Function.
- Functions are predefined for each Org Body when creating functions, so only relevant options appear.
After confirming, fill in the following details:
- Workload Percentage: Define how much of the employee’s total capacity is assigned to this function.
- Temporary Toggle: Mark the function as temporary rather than a permanent responsibility.
- If enabled, you must also specify an End Date.
- Start Date: Specify when the employee becomes accountable for this function.
- Total Allocation: Shows the sum of all percentages to ensure the workload is balanced.
- Distribute workload equally
- Click Distribute Equally to automatically split 100% of the workload evenly among all assigned functions, preventing overallocation.
- If an employee actually holds multiple full-time roles, you can manually adjust the percentages, though a Total Allocation above 100% will be flagged as overallocation.
Use accountabilities and workload charts to keep responsibilities balanced, maintain transparency, and help your team perform at its best.