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How do I link Primary Responsibilities /Tasks to a Job?

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Personnel>> Setup>>Organisation>>Jobs>>Primary Responsibilities

Job Tasks (Primary Responsibilities)

After the Job Tasks and associated standards have been created, these tasks must then be linked to each respective job. There are two ways to link the job responsibilities/tasks to each job.

  1. Add each task to an individual job.
  2. Import the Job Responsibilities Template.

Step 1. Link Job Primary Responsibility/ Job Task

From Date: Enter the date from which this task is relevant in your company. If the task is time specific, then enter a time period for the task.

To Date: If this task has an expiry date please enter that date here.

Weight: Assign a numerical value to define the weight of the task based on its importance among all the tasks linked that that specific job. 

By incorporating weighting into the appraisal process, organizations can differentiate between critical tasks that heavily influence job performance and those that are relatively less significant. The weights reflect the relative significance of each task in contributing to the overall success and performance of the employee based on strengths, weaknesses, and overall contributions in their role. It also helps align performance assessment with the strategic objectives of the organization and the specific requirements of the employee's role.

The total weight assigned to all tasks for each job should add up to 100% to maintain consistency.

HSE Related: Select ‘yes’ if this task is to be linked to the Health & Safety Module. If not, select ‘No’.

NB: Only tasks that are HSE related will be available in the Health & Safety Module.

Save the record and repeat to add more tasks / primary responsibilities as the job requires.

N.B. These tasks or primary responsibilities will be retrieved from the job profile and 'pulled' into the appraisal form at the time of appraisal.

Step 2: View All Tasks/Primary Responsibilities for Job

Alternate Step 1: Import Job Responsibilities for Multiple Jobs

Complete the Template below for Job Tasks.

Multiple Jobs and their associated tasks can be imported via one job template import. The records will be imported and visible on the respective job to which they apply.

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