How to set up Position Templates

Objective

To create and edit position description templates for effective management of roles and responsibilities.

Key Steps

1. Access the HR system with administrative privileges.

2. Click on the configure company section.

3. Select position templates to view existing position descriptions.

4. Edit existing position descriptions or create a new one.

5. Choose to create a new position description from scratch or select a template from the library.

6. Edit the template by adding department information.

7. Prioritise Key Performance Indicators (KPIs) and ensure they are well-defined and quantifiable.

8. Edit key duties and deliverables to make them specific and measurable.

9. Link key duties to performance reviews for alignment.

10. Fill out the person specification section with required skills, qualifications, and experience.

11. Review and edit the position description as needed.

Cautionary Notes

• Ensure that KPIs are limited to five and are linked to measurable outcomes.

• Key duties should be specific will be tied to performance reviews.

• Person specifications should accurately reflect the requirements for the role.

Tips for Efficiency

• Use existing templates to fast-track the process.

• Regularly review and update position descriptions to align with organisational goals.