# Job Evaluation Form Template, Free to Fill Source: https://nerix.ai/templates/job-evaluation-form Score a job on skills, effort, responsibility and conditions so roles are graded and paid in a fair, consistent way. Before you send it 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. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/job-evaluation-form) ### Job evaluation form **Company:** Brightwater Analytics **Job title:** Customer Success Manager **Team:** Customer Success **Evaluated by:** Priya Nair (HR), Tom Lindqvist (Head of Customer Success) **Date:** 12 May 2030 ## 1. The job in brief Owns 30 client accounts, runs onboarding and quarterly reviews, and works with the product team to solve problems. ## 2. Scores **Scale:** 1 (low) to 5 (very high) for each factor | Factor | Score | Reason | | 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:** 13 out of 20 ## 3. Result **Grade:** Grade 6 **Pay range for the grade:** EUR 42,000 to EUR 52,000 a year, before tax ## 4. Comparison with similar jobs Same grade as Implementation Manager. One grade above Support Specialist. ## 5. Comments The score for conditions may need review if travel increases. ## 6. Approval Approved by Anna Berg, HR Director on 19 May 2030 . **Next review:** In 2 years, or when the job changes a lot Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. People and HR ## What this template is for A job evaluation form to rate a role on skills, effort, responsibility and conditions, then give it a grade for a fair pay structure. Word or PDF. 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](https://nerix.ai/templates/people-hr) People and HR ## What you fill in The form asks for 16 details. The document fills itself in as you type. - ### 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 People and HR ## What is inside The parts of this document, in order. - 1 1. The job in brief - 2 2. Scores - 3 3. Result - 4 4. Comparison with similar jobs - 5 5. Comments - 6 6. Approval Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=job-evaluation-form) ### Was this template helpful? People and HR ## Questions people ask ### 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. Templates ## More in People and HR - [30 60 90 day plan Turn the first three months of a new role into clear goals, people to meet and check-ins. People and HR](https://nerix.ai/templates/thirty-sixty-ninety-day-plan) - [360 degree feedback form Gather ratings and comments about one person from the people who work with them, then use them to grow. 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People and HR](https://nerix.ai/templates/employee-exit-checklist) [See all People and HR templates](https://nerix.ai/templates/people-hr) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [People and HR](https://nerix.ai/product/people) - [E-signatures](https://nerix.ai/product/e-signatures) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [People and HR](https://nerix.ai/templates/people-hr)