START WITH THE POSITION TITLE:
Title of the position? No problem here. Most everyone seems to do this well.
ELEMENT #1: EFFECTIVE DATE:
Really, this is a no brainer. The content changes over time and in many cases we find ourselves asking “which one of these is currently in effect?” This is a good measuring stick to how often you’re updating your job descriptions (it should be done at least annually).
ELEMENT #2: BASIC FUNCTION:
This should be one or two sentences explaining the overview the job – why it’s necessary and the affect of the position on the business. If you can’t identify an actual function, the job should probably not be part of your payroll and chances are, any newly hired employee is almost always doomed to fail. At best, performance will be marginal.
ELEMENT #3: REPORTING RELATIONSHIPS:
No problem here – or is there? It’s quite common, almost universal, to indicate to whom (by position) the incumbent reports. It’s equally common to overlook the other two components of reporting relationships: 1) those subordinates report directly to this employee (supervisory), and 2) the reporting relationship between peers within the organization (functional, not supervisory relationships). Defining ALL reporting relationships will eliminate the problem of an employee having “too many bosses” with conflicting requests.
ELEMENT #4: AUTHORITY:
Missing from most standard job descriptions is an explanation of authority. In short, authority is power to make decisions and to take action within prescribed limitations without the need for specific prior approval. In the authority section of the job description, authorities are generally written as: “Has the authority to ………..”. Example: (The incumbent) has the authority to hire, fire, discipline, or recommend changes in compensation for those reporting directly and within established company policy.
ELEMENT #5: RESPONSIBILITY:
This is where most job descriptions fall apart. The vast majority of them contain a section called “duties & responsibilities.” This would seem to indicate that whoever authors the document does not know the difference between a duty (element #6) and a responsibility. They are then lumped together and, in most cases, improperly worded.
The responsibility section denotes the “what” of the job. Responsibilities are not necessarily what the individual actually does (those are duties), but more of what should actually be accomplished. Responsibilities are results oriented, not activity or task oriented. Responsibilities are generally written as “Is responsible for ………………..”. Example: (The incumbent) is responsible for ensuring that all members of the department are in compliance with established company policy.
ELEMENT #6: PRINCIPAL DUTIES:
Listed here are the specific tasks and duties required of the individual to accomplish the objectives of the position. As they are specific duties, they cannot be delegated. Duties are generally written starting with a present tense action verb such as prepares, establishes, produces, supervises, monitors, creates, etc. Example: Conducts performance reviews on direct reporting personnel annually on their anniversary date or as otherwise specified by company policy; or, furnishes such activity reports to the president as may be required or requested.
ELEMENT #7: STANDARDS AND MEASUREMENTS OF PERFORMANCE:
This is the most difficult element to compose (although it shouldn’t be). It is also the most important. It covers EXPECTATIONS. How can any employee ever live up to your expectations if you never bother to tell them what is expected?
The section starts out with the statement: The incumbent in this position will be deemed to be meeting or exceeding performance standards when the following happens: Then list them – 1, 2, 3, 4, 5, etc. Don’t feel like you have to list everything. Just list the critical success factors for the position. In most cases, there probably should be somewhere between five and ten factors. Each factor together with its accompanying standard must be realistic, achievable, and measurable. “Improve sales” or “reduce costs” are examples of poor performance factors.
IMPLEMENTATION: EFFECTIVELY INSTALLING THE DOCUMENT.
Once the job descriptions have been prepared, both the incumbent and the immediate superior should sign off the document with the incumbent indicating Reviewed, Examined, and Accepted properly dated. Copies should be distributed to the employee, the immediate supervisor, all subordinates of the employee (how can they support the objectives of the manager if they don’t know the scope, objectives and parameters of their boss?), and company HR (if there is one).
Most organizations generally require the job descriptions to be reviewed at least once annually.
Be sure the employee understands the key benchmarks and how they are measured at the time the job description becomes effective (signed off). Also be sure the employee is given a signed copy – If the document is only kept in HR files, it’s doing no good to anyone.