HOW TO

How to Conduct a Job Task Analysis: Template & Example

Written by Salary.com Staff

October 09, 2026

How to Conduct a Job Task Analysis: Template & Example
A job task analysis identifies a job's tasks, skills, and requirements.
  1. Step 1: Gather existing information
  2. Step 2: List all specific tasks
  3. Step 3: Rate importance and frequency
  4. Step 4: Link tasks to competencies and skills
  5. Step 5: Document and review the analysis

Employers who want to form strong teams start with a clear view of every job role in the company. Conducting a task analysis for each job will allow HR and finance team leaders to accurately describe the duties of each job role.

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Using these analyses, accurate job descriptions can be created.

What is job task analysis?

A job task analysis involves carefully studying the tasks that people perform within a specific position. Employers use job task analysis to list the duties, skills, and knowledge required to succeed in the position. By performing a job task analysis, employers can gain a clear picture of the requirements of each job, allowing for the hiring of the right person for the job or to determine what training is required of them.

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Job task analysis also involves evaluating the mental and physical requirements of a position. Each position has tasks that must be completed and individuals that have the necessary competencies to perform those tasks. Subject to matter, experts and managers can provide input during a JTA. The information gained can help the organization to continually improve their people and processes to meet best practices within their industry.

JobArchitect® supports this stage by helping organizations create, manage, and organize job descriptions so information about responsibilities and requirements can be structured consistently.

Importance of job task analysis

Job task analysis is essential for building strong hiring and training systems.

  • Such analysis helps determine which tasks and competencies are critical for the role so that selection tools remain fair and valid.

  • Employers can gain a comprehensive list of the physical requirements and demands of a specific job.

  • Conducting a JTA will significantly speed up the training process for new hires and ensure that knowledge of the company is protected when employees leave.

  • As industry experts say, conducting a JTA will significantly reduce the number of hiring mistakes and ensure that finance departments can assign employees their rightful pay.

  • Furthermore, conducting a JTA will allow employers to assess the competencies required for each job role and manage their talent effectively.

CompAnalyst® can support the compensation side of this process by matching organizational job titles and descriptions with appropriate market data and recommending survey cuts for pricing.

How to conduct a job task analysis?

Employers follow a clear five step process to complete a useful job task analysis.

How to Conduct a Job Task Analysis: Template & Example

Step 1: Gather existing information

Review job descriptions, performance records, and past studies. Speak to the managers and experts in the field regarding the specific tasks that are performed by each employee. This forms the foundation for the project.

Step 2: List all specific tasks

Observe employees and hold focus groups to capture all the duties associated with the job. Ensure that each duty is represented, regardless of frequency of performance. Write each job duty in a language that all employees can understand.

Step 3: Rate importance and frequency

Ask subject matter experts to mark which tasks are essential for success. Consider the physical demands and knowledge necessary for success in each task. These tasks will be the most important for appearing in job descriptions.

Step 4: Link tasks to competencies and skills

Determine the specific skills, knowledge, and abilities needed to perform each task well. Use this data to support training needs and hiring decisions. The link creates a clear picture of job requirements.

JobArchitect® helps organizations manage company job information so analyzed roles can be organized within the organization's job framework.

Step 5: Document and review the analysis

Create a final report that lists tasks performed, physical requirements, and competencies needed. Share it with managers for final input. Update the analysis when the role changes so the organization keeps a current documented history.

Job task analysis template and example

A simple template keeps the JTA process organized and easy to repeat.

  • A list of the main duties of the job.

  • Based on OPM guidance, add columns for describing each task, how often the task is to be performed, the importance of the task, and the skills required to perform the task.

  • Research suggests including a section that describes any physical demands of the job and any tools that are to be used in the job.

  • Include a section that lists the knowledge required for the employee to successfully complete the job and the level of that competency.

  • Finally include a section for the training that is required for each job and any notes from the subject matter experts on the job.

Challenges and solutions in job task analysis

Employers often face a few common hurdles when they start a new jta.

  • According to the Department of the Interior, limited time from subject matter experts can slow down the process, so schedule short, focused sessions and use surveys for extra input.

  • Based on industry best practices shared by ATD, outdated data creates risk, so set up a regular review cycle every two years or after major role changes.

  • Research notes that vague task statements reduce value, so write clear action-oriented sentences that list what the person must accomplish.

  • Managers may resist the extra work, so show how the analysis supports better hiring and lower training costs.

  • Keep the process simple and involve both HR and finance early, so everyone sees the benefits for the whole organization.

FAQs

Here are some FAQs for better understanding.

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What is the difference between a job analysis and a job description?

A job analysis studies the work in depth while a job description summarizes the findings for daily use.

AspectJob AnalysisJob Description
PurposeCollect detailed data on tasks performed, skills, and physical demandsPresent a short ready to use summary of duties and requirements
ContentFull list of specific tasks, ratings, competencies needed, and knowledge neededKey responsibilities, qualifications, and reporting lines
UsersHR teams, managers, and subject matter experts who conduct the studyHiring managers, candidates, and employees who need a clear overview
LengthLonger document with ratings and sourcesOne- or two-page summary that stays current with the analysis

What is a job analysis diagram?

A job analysis diagram illustrates the tasks of a job and the skills needed to complete those tasks. The job analysis diagram can help the employer to quickly see which skills are required for the position. Such a diagram is often used in focus groups to discuss the requirements of a specific position.

Who should perform a job analysis?

HR usually leads the process as they know the industry practices best. Managers and experts in the field will provide information on tasks and physical demands. Finance leaders will be part of the process if the project has a financial impact on the company. By involving all these individuals in the process, you are more likely to arrive at an accurate answer.

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