Roles and Role Check

A role is a short document describing a job: what it involves, and what doing it well looks like. You write it once and assign it to everyone who holds that job, so a manager with four engineers writes one role and assigns it four times.

Role Check reads your last 90 days of 1:1s with one person and reports the difference between the job you wrote down and what you actually talked about.

Your reports never see the role you wrote, and never see a Role Check. Both are private to you, like your notes. About privacy

The Roles library

Select Roles in the navigation. This is your library, with one row per job rather than per person. Each row shows how many responsibilities the role lists and how many people hold it. A role nobody holds reads Unassigned.

Write a role

Select New role. Mora offers a starter template before a blank page. The templates cover ten common jobs:

Area	Templates
Engineering	Engineer, Engineer (senior), Engineering Manager
Design	Product Designer, Product Designer (senior)
Product	Product Manager, Product Manager (senior)
Sales and marketing	Account Executive, Marketing Manager
Operations	Support Specialist, Operations Manager

You can preview a template before using it, or start from scratch.

A role has these fields:

Field	Notes
Title and level	For example, Engineer, Senior
Overview	A sentence or two on what the job is for
Responsibilities	The parts of the job, listed as separate items
What good looks like	For each responsibility, the standard at this level. Optional

List responsibilities as separate items rather than as one paragraph. Role Check looks for each responsibility individually, so it needs them separated.

A role describes expectations, not a job posting. There’s no qualifications section, because that’s for deciding whether to hire someone.

Edit a template before you rely on it

The library marks an unedited template as from a template, not yet edited. Role Check compares your 1:1s against whatever the document says, so an unedited template becomes the standard you’re measuring against.

Assign a role

Two ways, with the same result:

• From the person — on their page, use the Profile card’s Role row and select Assign, or Change if they already have one
• From the role — open it from the library and assign it to people there

Once assigned, the role appears wherever that person’s job is named, and Mora reads it when suggesting agenda items and writing briefings.

Run a Role Check

Open the person’s page, select the Role Check tab, then Run Role Check. It runs in the background, and you’ll get a notification when it’s ready.

What it reads

Every 1:1 with that person completed in the last 90 days: your notes, your agenda items, and the answers you recorded.

It needs at least two 1:1s with something written in them. Below that, it says the record is too thin rather than reporting on it.

What it reports

It opens with two numbers: how much of your record relates to the role’s responsibilities compared with work the role doesn’t mention, and how many responsibilities nothing in the record touched. Neither number is scored, because there’s no standard for what either should be.

Then each responsibility is listed, with anything absent first:

Result	What it means
Absent	Nothing in 90 days of 1:1s touched this
Unclear	There’s something, but not enough to be sure
Covered	Your record touches it, with the relevant 1:1s listed

Below that, Mora lists recurring themes in your 1:1s that the role doesn’t mention.

A chart shows the 1:1s in the period as columns, including any that touched nothing.

How to read it

Role Check answers two different questions:

• Am I giving this person work that isn’t their job? Look at how much of your record sits outside the role, and at the themes the role doesn’t mention.
• Are they not doing part of the job? Look at what’s marked absent.

There’s a third possibility Role Check can’t tell you about: the role may be wrong. An absence often means the responsibility no longer applies, or belongs to someone else now. Edit the role and run the check again.

Absent means absent from your notes

Role Check reads what you wrote down. Work you discussed but never recorded looks the same to it as work that never happened.

Run it again

Select Run again, above the results. The report you’re reading stays on screen while the new one is produced.

Role Check only runs when you ask for it.

If there’s nothing to show

What you see	Why	What to do
No role assigned	Nobody has written or assigned a role for this person	Assign one from that screen
Nothing checked yet	A role is assigned but no check has run	Select Run Role Check
A short, uncertain result	Fewer than two 1:1s with notes in the last 90 days	Run a couple more and wrap them up