Get Job Family Matrix Template

The Job Family Matrix Template is a vital document for categorizing job roles within the Finance department, especially in Financial Planning and Analysis. This guide provides a clear, step-by-step approach to help users accurately complete the template online.

Follow the steps to effectively complete the Job Family Matrix Template.

1. Click the ‘Get Form’ button to access the Job Family Matrix Template and open it in your preferred online editor.
2. Fill in the Job Function field with 'Finance' to specify the department relevant to the roles being outlined.
3. In the Job Family section, indicate 'Financial Planning and Analysis - Professional' to detail the specific focus of the job family.
4. Provide a comprehensive Job Family Summary that details the types of analytical and evaluative work involved in financial management.
5. List all job titles associated with this family, including Financial Analyst II, III, IV, V, and VI, along with their respective job codes.
6. For each job title, enter the Grade Level and Exemption status (e.g., Exempt) to clarify the classification of each position.
7. Fill in the Effective/Revision Date for each job title to note when the information was last updated.
8. Detail the Job Summary for each role, highlighting key responsibilities and expectations clearly and concisely.
9. Under the Core Duties section, enumerate specific tasks and responsibilities of each job title for clarity.
10. Record Basic Qualifications and Additional Qualifications and Skills for each job title to outline necessary credentials and experience.
11. In the Certificates and Licenses section, include any required certifications that may be necessary for the roles.
12. Lastly, review the Physical Requirements and Working Conditions ensuring they are applicable to all outlined job titles.
13. Once all the information is thoroughly filled out, save changes, download, print, or share the completed Job Family Matrix Template as needed.

Start filling out the Job Family Matrix Template online today to ensure clear job role definitions within your finance team.