1
Enter the job title, department, and classification
Fill in the official position title, the department it belongs to, and the direct reporting manager's title. Confirm FLSA classification by checking current salary thresholds and primary duty tests before selecting exempt or non-exempt.
π‘ Cross-reference the Department of Labor's current salary threshold β $684/week as of 2024 β before marking any role as exempt. State thresholds in California, New York, and Washington are higher.
2
Write the position summary
Draft two to four sentences explaining what the role does, why it exists, and what outcomes it is responsible for. Write it from the perspective of how the role serves the organization, not just what the employee will do day-to-day.
π‘ If you cannot summarize the role in four sentences, the scope is likely too broad β consider whether it should be split into two separate positions.
3
List essential duties with clear percentage guidance
Enumerate core tasks in order of frequency or importance. Label the most critical tasks as essential functions. Where possible, indicate approximately what percentage of the role each major duty represents (e.g., '40% calendar and correspondence management').
π‘ Tasks that account for less than 5% of the role are marginal functions β list them separately or omit them to keep the essential functions list defensible.
4
Define required and preferred qualifications separately
List only genuinely necessary minimum qualifications under 'Required.' Move nice-to-have skills and experience to 'Preferred.' For each required credential, confirm it is directly tied to a specific essential function.
π‘ Requiring a bachelor's degree for a role that is effectively an entry-level administrative position invites disparate-impact scrutiny. Document the business justification if you retain it.
5
Specify reporting relationships and authority limits
Name the direct supervisor by title (not name β titles stay accurate when personnel change). State any direct reports. Document spending authority, system-access level, and any signing authority in explicit dollar or scope terms.
π‘ Authority limits written vaguely as 'minor expenditures' cause internal control failures. Use a specific dollar amount every time.
6
Complete the working conditions and physical requirements section
Describe the work environment (open office, remote, hybrid), standard hours, and any travel. List physical requirements that are genuinely necessary β seated work, lifting, repetitive motion β so candidates can self-assess and accommodation requests are anticipated.
π‘ Only list physical requirements you would actually enforce or need to accommodate. Overstating them creates legal risk without any operational benefit.
7
Insert the compensation range and benefits reference
Enter the pay range and frequency. If your jurisdiction has a pay transparency law, the range must reflect the actual range used for the position β not an aspirational floor and ceiling.
π‘ Audit your current pay for employees in similar roles before publishing a range. A range that excludes current incumbents creates internal equity issues immediately.
8
Obtain signed acknowledgements before the first day
Present the completed description to the new hire before their start date, allow time for review, and collect a signed and dated acknowledgement from both the employee and the hiring manager. File it in the employee's personnel record.
π‘ If a role changes materially after signing, issue an updated description and collect a new acknowledgement β the dated signature trail is your record of communicated expectations.