Job evaluation form

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all People and HR templates

• Company name

  For example: Brightwater Analytics

• Job title being evaluated

  For example: Customer Success Manager

• Team or department

  For example: Customer Success

• Evaluated by

  For example: Priya Nair (HR), Tom Lindqvist (Head of Customer Success)

• Date of evaluation

  For example: 12 May 2030

• Summary of the job

  Take this from the current job description.

  For example: Owns 30 client accounts, runs onboarding and quarterly reviews, and works with the product team to solve problems.

• Scoring scale used

  Use the same scale for every job you evaluate.

  For example: 1 (low) to 5 (very high) for each factor

• Scores and reasons

  One row for each factor.

  For example: Skills and knowledge | 4 | Needs product depth and strong client skills Effort and problem solving | 3 | Many accounts, steady pace, few surprises Responsibility | 4 | Owns client revenue of about 1.2 million a year Working conditions | 2 | Office work, some travel

• Total score

  For example: 13 out of 20

• Resulting grade or band

  Use the grade table your company already has.

  For example: Grade 6

• Pay range for the grade (optional)optional

  For example: EUR 42,000 to EUR 52,000 a year, before tax

• Compared with similar jobs (optional)optional

  Name the jobs you compared with.

  For example: Same grade as Implementation Manager. One grade above Support Specialist.

• Comments and concerns (optional)optional

  For example: The score for conditions may need review if travel increases.

• Approved by

  For example: Anna Berg, HR Director

• Date approved

  For example: 19 May 2030

• Next review

  For example: In 2 years, or when the job changes a lot

1. 11. The job in brief
2. 22. Scores
3. 33. Result
4. 44. Comparison with similar jobs
5. 55. Comments
6. 66. Approval

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 16 details, starting with Company name, Job title being evaluated, Team or department, Evaluated by, Date of evaluation. 3 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Some countries require equal pay for work of equal value and expect a documented method. Use the same factors and scale for every role, and check the pay rules where you work. This is not legal advice.

Are these HR templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do the HR templates follow my country's employment law?

They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it.

Can a small team use them too?

Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version.

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