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The Ultimate Job Description Checklist
This checklist will guide you on the best practices for creating job
descriptions.
CEO/CFO, Human Resources, Job Postings and Descriptions, War for Talent,
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20220509
Blog

THE ULTIMATE JOB DESCRIPTION CHECKLIST

Written by Heather Bussing

May 9, 2022

Using Essential Job Components to Evaluate Comparable Work

Equal pay for equal work is the essence of pay equity. In practice though, no
two jobs are alike. There are always some differences and figuring out what
"equal work" means can be complex.

The Federal Pay Equity Act (and many state equal pay laws) use the term
"comparable work." It acknowledges that there will always be some differences
when you compare two people's jobs. To do an accurate evaluation of whether work
is comparable, we need some specific categories and factors to compare.

Comparable work is jobs that “require substantially similar skill, effort, and
responsibility," and are "performed under similar working conditions.”

These are still broad factors. Rather than make judgment calls that could come
with potential bias, it's important to have clear criteria for comparing skill,
effort, responsibility, and working conditions.

JOB DESCRIPTIONS ARE THE KEY

The best place to start is with job descriptions. Having well written job
descriptions that use consistent language and accurate criteria are the key to
comparing jobs for pay equity. Having comprehensive and up to date job
descriptions is also valuable for recruiting, determining compensation,
assessing employee performance, and planning training and career development.

To begin, review the overall process, then get the people and information you
will need.

This checklist will guide you on the best practices for creating job
descriptions that can be used throughout your organization.

GETTING IT DONE

Here is the general process for creating job descriptions that will make a
difference.

1. Define Job Description template
2. Collect content from key stakeholders
3. Develop a draft
4. Final review (including legal) and approval

TEAM – WHO IS INVOLVED IN CREATING JOB DESCRIPTIONS

Human Resources usually organizes and spearheads the initiative. Because the
necessary information comes from multiple sources, here is the list of who is
involved, and the general information needed to bring job descriptions to life.

* Human Resources– Leads and manages the process. HR coordinates the
information and approvals and is an advisor
* Ensures consistent language, fairness, levelling across organization
* Ensures language is accurate for each role
* Reviews for compliance issues
* Is a strategic partner with managers and executives

* Employees – Know their jobs better and what they do better than anyone.
Getting employee input is essential to understanding what is involved in the
job today
* Include employees to help them feel like they're part of the process
* Decide if employees should describe their own work and from there HR can
determine the language to use for skills, experience, and requirements or
whether to offer a list of words you plan to use and have employees choose
from the list. When employees describe their work, you may discover
important skills or descriptions you had not thought of. Offering a list
improves the chances that employees will do the task and return it.
* Ask managers to how they view and would describe the roles.

* Managers –Become HR Business partners and help fill in both the big picture
and the details.
* Review and approve job descriptions of direct reports
* Uncover inefficiencies
* duties that are being done that shouldn’t be
* duties that should be done but aren’t
* may realize they need to create a new role

* Executives – Become champions so the organization embraces the process
* Review and approve job descriptions of direct reports
* Develop a deeper understanding of the jobs within the organization and the
work being accomplished
* Work with HR on final approval
* Typically involves functional heads and C-level

FOUR CORE COMPONENTS OF A JOB DESCRIPTION

There are four main parts to a useful job description:

1. Job hierarchy
2. Essential functions or purpose
3. Requirements and qualifications
4. Physical demands, working conditions and legal requirements

For each of these components, here is the information to include and suggestions
for how to define and organize your job categories.

1. Job Hierarchy: This information helps establish a job framework to organize
jobs, show level of responsibility, facilitate job matching, and see career
paths.

* Job Title
* Do use a simple, descriptive title that indicates the role and level
* Don’t use gimmicky titles that won’t be meaningful or understood outside of
your company

* Job Location
* Do include location of where the job is located, if remote indicate that as
well as the city and state where the employee usually works

* Reporting Relationships
* Do include the title of the manager who the role reports to
* Do include the numbers of individuals and titles of those the role
supervises
* Don’t include individual names

* Job Code
* Do use coding that works with your company systems i.e., payroll, HRIS
* Do create a logical numbering system that you can expand when you add jobs
* Don’t re-invent the wheel if you already have established job codes
* Don’t associate job codes with individuals

* Job Grade (Level)
* Do ensure that grades are consistently assigned to similar jobs across the
organization
* Do add current salary ranges for each job level
* Do note if grade is used to link the job to program eligibility such as a
bonus, stock, or other perks
* Don’t create grades for specific promotions, i.e., Level 2a

* FLSA Exemption Status (optional)
* Do classify jobs consistently across the organization as exempt or
nonexempt for overtime
* Be aware of local requirements for exemptions. For example, some states,
(California, NY) implement exemption pay level minimums that supersede the
federal criteria.
* Do have your legal team review
* Don’t have similar jobs with different exemption status

* Job Family (optional)
* Do use existing job families or create new ones that group jobs that have
similar functions. For example, accounting, sales, customer service or
other logical areas of the business that have functionally unique sets of
jobs.
* Do create a system that allows for future expansion
* Don’t create too many job families or place only 1-2 jobs in a single
category

2. Essential functions or purpose: This information describes the main areas of
responsibility and information about the tasks that the person in the role
performs.

* Job Summary
* Do concisely capture the purpose of the job and what it does in words that
are easy to understand
* Don’t include meaningless adjectives, buzzwords, or acronyms. If you need
to use an acronym that is important to your company, define it at the
beginning of the job summary

* Significant Duties & Responsibilities
* Do: Define the key duties, actions, and responsibilities of the job
* Do: Include level of decision-making; management scope
* Do: Limit to 4-6 broad areas that really describe the job duties
* Do: Use action verbs and result statements
* Do: Ask yourself what is being done? To what? How? And with what result?
* Do: If there are numerous duties that are sporadic or only in back up
capacity, describe them using a single generic statement like “May perform
additional duties as needed from time to time”
* Don’t: Detail every task or create a daily activity list

3. Job Requirements and Qualifications: This information describes the
knowledge, skills, and abilities necessary to be successful in the role.

* Education
* Do describe minimum education required to perform the job
* Do state acceptable alternatives to the requirements, if applicable
* Do use consistent terminology I.e., Bachelor’s degree or BA or BD
* Don’t overstate education requirements. This can limit talent pools, and in
some cases can be viewed as discrimination.

* Experience
* Do indicate overall range of experience required to perform the job
* Do list separately when experience ranges differ significantly by skill or
competency and are necessary to perform the job
* Avoid complex descriptions or too many criteria. Examples of bad criteria
are 2 years' experience in skill A, 5 years' experience in skill B, 1 year
experience in skill C or 10 years doing skill B plus 3 years in skill A.
Stick to the central requirements for the work rather than what has been
used in prior job postings. Stating specific years also can be limiting.
You want enough to be able to compare roles but not so much that you will
limit or restrict people who can do the work and succeed in the role.

* Certifications or Licenses
* Do include required credential(s)
* Do include authority-granting credential if known i.e., Registered Nurse
(state of NY), CDL Commercial Drives License

* Skills and competencies
* Do include specific skills that are critical to perform the job i.e., Excel
– create formulas, pivot charts and graphs
* Do define the target level of proficiency for each skill
* Do provide examples to illustrate the level of proficiency required I.e.,
Skill: Microsoft Excel; Proficiency Level: Expert
* Define what your proficiency level means with a few illustrative
examples-Excel intermediate – create formulas, pivot charts and graphs

4. Physical Demands, Working Conditions, and Legal Requirements: This
information will help you with legal and regulatory implications, and define
physical demands and set expectations about working conditions.

* Physical Demands
* Do state that employees may be required to stand, walk, sit, reach with
hands and arms, climb or balance, stoop or kneel, talk and hear, and use
finders and hands to feel objects, tools or controls
* Do include requirements to lift objects i.e., ability to lift up to 50 lbs.
* Do include if fully functionally vision is required (prescription lenses
are acceptable)

* Working Conditions
* Do include any requirements or exposures in the work environment:
* Extremes of temperature, noise, odor or fumes
* Toxic materials
* PPE or special gear
* Equipment hazards
* Safety training or protocols required

* Disclaimer Section
* Do indicate that your list is not comprehensive, and other tasks not
mentioned here may be required
* Do state that changing business conditions may trigger changes to job
responsibilities I.e., COVID-19
* Do include that the job description is not an employment contract
* Do include that the job may require weekend shifts or travel, if applicable

PUTTING IT ALL TOGETHER—SOFTWARE CAN HELP

Use this guide to help you assess your job descriptions and build a template to
ensure consistency and facilitate defining comparable work.

Once you review existing job descriptions, you may realize they need substantial
clean-up before you can define comparable work. It may be that you are missing
information, or the same thing is described multiple ways by different people.
This is normal.

Explore job description management and pay equity software that can help
simplify creating job descriptions and keep them up to date. They can also help
compare work, improve compliance, create job postings, and get pay right. Look
for tools that give you:

* Guided step-by-step Job Description template to make sure everyone is using
the same language for the same skills and requirements
* Automation to help manage approvals
* Content library with job descriptions and language suggestions to get you
started fast
* Bias check that evaluates your job description text for hidden bias,
including race, gender, and age, so you can write inclusive job descriptions
* Regression analysis (without needing in-house expertise) to account for pay
differentials based on legitimate business factors, such as experience,
education, and training. You can also identify outliers based on gender,
race, and age.
* Ability to monitor multiple aspects of every employee and role and make
comparisons at the job level by gender and other factors. Foundational data
provide the starting point to implement a fair work environment, allowing you
to see where jobs align and where they differ.

Both job descriptions and pay equity require continuous updating and monitoring
because they change every time someone comes or goes. Having the job
descriptions and tools can make it easy.

Why Job Descriptions Matter eBook
https://www2.salary.com/l/250572/2022-04-27/2v5pgkx
https://www2.salary.com/l/250572/2019-03-01/cmhj4r
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about the author
Heather Bussing is a California employment lawyer and analyst in the HRTech
industry. She writes regularly at HRExaminer.com and loves helping organizations
prevent problems and build more human friendly workplaces. She also loves
photography and posts a landscape every morning on twitter @heatherbussing.

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