A strong hiring process begins with a clear understanding of the role. Known as the pre-hiring stage, this part of the process helps you define what successful performance looks like and translate those expectations into a clear, consistent and skills-focused job description.

Estimated completion time: 10 minutes each.  

Before you begin

Start by focusing on the work the employee will actually perform, rather than the qualifications held by previous employees or a list of ideal credentials. Consider the role’s main purpose, its most important responsibilities and the situations the employee will regularly need to manage.

You do not need to have every detail finalized before starting. The tools will help you identify the competencies that matter most and translate them into a clear job description. Where possible, involve the hiring manager, direct supervisor or employees who understand the day-to-day work of the role.

For the most effective experience, complete these tools in order or select the tool that best matches your current needs. 

Information to have ready

You can begin without all of this information but having it available will make the process easier and help produce a more accurate result. This includes (but is not limited to) the following:

• The previous job description, if one exists.
• The reason the role is being created or filled.
• A list of the role’s main responsibilities.
• Examples of common tasks or workplace situations.
• The outcomes the employee will be expected to achieve.
• Any required certifications, licenses or regulatory qualifications.
• The reporting relationship and level of decision-making authority.
• Information about the team and people the employee will work with.
• Any physical, scheduling, travel or workplace requirements.
• Input from the hiring manager or someone familiar with the role.