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Job Analysis Form Template

Streamline Your Job Evaluation Process with Our Template

Determining the specifics of a job can be daunting, but our Job Analysis Form Template makes it easier for you. This template is designed for HR professionals and hiring managers who need to gather vital information about roles in your organization, leading to clear job descriptions and improved hiring processes. You'll benefit from structured insights, streamlined onboarding, enhanced employee performance evaluations, and compliance with industry standards, all while ensuring WCAG-aligned accessibility. Try the live template now for seamless job analysis.

Use this Template (FREE) Live Preview
Requester full name
Requester email
Requester phone
Department or team
Job title being analyzed
Job code or requisition ID
Primary work location or address
Date of analysis
Target effective date
Primary work arrangement
On-site
Hybrid
Remote
Field-based
Other/Varies
One-sentence role purpose
Brief role summary
Reports to (job title)
Level of supervision received
Close supervision
General supervision
Minimal supervision
Works independently
Number of direct reports (enter 0 if none)
Key internal and external stakeholders
Does this role have supervisory responsibilities?
Yes
No
Top 5-8 primary duties with approximate percent of time for each
Travel requirement
Never
Rarely
Sometimes
Often
Always
Typical work schedule
Standard business hours
Shift work
Rotating schedule
Flexible schedule
Variable/project-based
Overtime or irregular hours expected
Yes
No
Minimum education required
No formal requirement
High school or GED
Associate degree
Bachelor degree
Master degree
Doctorate
Professional certification
Other
Please Specify:
Minimum years of relevant experience
0-1 years
2-3 years
4-6 years
7-10 years
10+ years
Required licenses or certifications
Core competencies to assess
Primary tools, systems, or software used
Language requirements
None specified
English
Spanish
French
Mandarin
Other
Please Specify:
Role requires access to sensitive or regulated data
Yes
No
Background checks required
None
Criminal record check
Education/employment verification
Credit check
Driving record (MVR)
Drug screening
Other
Please Specify:
System access level required
User
Power user
Administrator
None/Not applicable
Physical demands expected
Primary work environment(s)
Please Specify:
Potential exposure to hazards
Noise
Dust/fumes
Chemicals/biological
Extreme temperatures
Heights
Moving machinery
Electrical
None of the above
Personal protective equipment required
Please Specify:
Can the essential functions be performed with reasonable accommodation?
Yes
No
Not sure
Decision-making authority
Follows established procedures
Selects from established options
Interprets policy with guidance
Sets procedures/policy within team
Sets procedures/policy across departments
Scope of impact
Individual contributor
Team/department
Multi-department
Organization-wide
External customers/partners
How often does the role handle new or ambiguous problems?
Very rarely
Rarely
Sometimes
Often
Very often
Primary interaction level
Limited internal
Frequent internal cross-functional
Regular external customer/vendor
Frequent internal and external
Confidentiality level
Low
Moderate
High
Primary KPIs or success metrics
Quality standards or service levels
Key decisions the role owns
Success criteria for the first 90 days
Employment type
Full-time
Part-time
Temporary/Contract
Internship
Seasonal
FLSA status (if applicable)
Exempt
Non-exempt
Not applicable/Not sure
Pay grade or band
Hiring context
New role
Replacement
Backfill due to internal move
Role redesign/upgrade
Additional notes or comments
Approver full name (typed signature)
Approval date
{"name":"Requester full name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Requester full name, Requester email, Requester phone","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration depicting a job analysis form template for FormCreatorAI article

When to use this form

Use this form when you are shaping a new role, updating a position, or preparing to hire. It helps HR, hiring managers, and team leads agree on duties, skills, and outcomes before you request headcount or post an ad. For example, you might define a support lead's shift coverage, tools, and KPIs so payroll and compliance stay aligned. The results feed downstream steps: you can create a polished posting with the Job advertisement request form, turn responsibilities into a clear outline with the Job description form, and submit for approval with your Job requisition form. Capturing these details early reduces mis-hires, speeds screening, and makes training, compensation, and org design easier.

Must Ask Job Analysis Questions

  1. What are the primary responsibilities and measurable outcomes for this role?

    Clarifies the work and how you will judge success, so you can write focused posts and set fair goals. Clear outcomes also help interviewers probe for evidence instead of opinions.

  2. Which skills, tools, and certifications are required versus nice to have?

    Separating must-haves from nice-to-haves reduces bias and speeds screening. It also helps plan training and align pay with market value.

  3. What decisions does this role own, and what approvals are needed?

    Defining authority prevents bottlenecks and rework. Use it to support your Job request form with clear scope and reporting lines.

  4. Who does this role work with day to day, and how are handoffs managed?

    Mapping collaborators and handoffs shows where the role fits and who depends on it. Candidates can picture the workflow and self-assess fit.

  5. What conditions, schedules, and physical demands should applicants expect?

    Stating shifts, travel, remote status, and physical demands up front improves retention and compliance. It also supports onboarding tasks in the Employee registration form.

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