Appendix A: Work Allocation Matrix Template
| Employee name | Role/Position | Current work profile | Proposed revised work profile for current project (with at least three new tasks) |
| Ming Wei
|
Accounts and Payroll Officer | Bookkeeping
Payroll processing Preparing and issuing client invoices Making journal entries |
Watch compensation in taxation. Prepare tax reports Set some methods of payment
|
| Jenny Day
|
Customer service representative | Manage website and social media customer interaction
Promote products and services on social media Answer phone calls and queries via email and social media Respond to customer complaints and escalate issues to relevant personnel Work as a team with others to ensure customer orders and queries are fulfilled |
Daily review the website and check whether the updated information is correct
Deliver information related to the offerings of the company
Collect essential feedback from customers. |
| Samantha Davey
|
Inventory Manager
|
Maintain receipts, records, and withdrawals of the stockroom
Receive, unload, and shelve supplies Inspect deliveries for damage or discrepancies Confirm proper stock levels and maintain inventory control Coordinate the movement of equipment, and necessary minor repairs |
Manage the accounting related to inventory
Develop a schedule for the inventory staff
Resolve the inconsistencies related to inventory
|
| Dylan Knight
|
Order Processor
|
Receive and process orders
Package orders for dispatch Receive, unload, and shelve supplies Assist store keeper in checking stock levels |
Set settings related to shipping
Try to set up a curb or local arrangements for pickup. Maintain the orders of fulfilment. |
| Fawad Khan
|
IT Support Officer
|
Trouble shooting IT issues for team members
Responsible for data storage, back up and security. Maintaining customer databases and records |
Immediate respond to the breakdown
Take the feedback of clients related to the nature or problem related to the website. Maintain records related to the licenses of software
|