Part 10: Job Descriptions and Employee Handbook

by | May 24, 2021

By: KHA Consulting Team

The following is part 10 of a multi-part series on The KHA Way, KHA Management Consulting’s Integrated Service Offering. This blog series includes the benefits of using KHA Management Consulting Services and the components included.

Now that your organization wide metrics have been defined, your leadership team has been formalized, and lines of authority clarified, what about everyone else in the organization? We defined their roles, but what do they do and how do we clarify expectations, accountability, and opportunity to them. We now need to formalize every role’s job description and publish them accordingly.

So how does KHA define and develop job descriptions? Our process is context dependent but typically involves:

  • Sitting with the employee in that role (unless the role is a complete redesign).
  • Through inquiry and observation, we developed a job process narrative accompanied by a walkthrough of those job processes. Understanding what the role should be from prior project work, we tie this information together to vision cast and further cement what the role should be or the ‘criteria’ for the role.
  • Begin drafting the job description, roles, and responsibilities. For these job descriptions, they cannot be overly long or hard to follow. We generally allow two pages in length to appropriately capture the role. Drafting of these job descriptions goes through a few iterations, including clarification discussions with various levels impacted and those that oversee this role, to ultimately arrive at a finalized job description.

Of course, the job description is only as good as actuality. If we alter the role to the person we have in that role or if we do not enforce the roles and responsibilities for that job, we only hope that this error is found soon and imminently corrected. Trust us, you are not helping your people by abdicating or relaxing the expectations that have been defined. This only creates confusion, further pain in the future, and a lack of congruency across the organization.

Typically, we prefer our clients to include job descriptions in a published format available to all employees. The employee handbook is a great place for this publication. It can serve as a resource guide for employees asking who handles what and who to approach with certain asks or needs. Since your employee handbook is evaluated annually as it is, it can be a good place to maintain job descriptions, so they are forced to be visited on a regular basis. It is expected that after the first big iteration, minor updates will be needed annually as the market and organization shifts.

Our last installment for the personnel positioning area will include compensation benchmarking, which we recommend is only done once the organizational chart is well defined, job roles and responsibilities have been finalized, and titles are commensurate with activities being performed.

At KHA Management Consultants, we work with mid-market industry leaders to identify what makes the organization, its stakeholders, and its’ employees tick. We facilitate the Personnel Positioning process with your organization’s key constituents to ensure buy-in, ownership, and a new way of thinking about the organization and its stakeholders amongst all levels. From a resource perspective, we primarily use our unmatched experience but also tap into the top-level resources such as those made available by Harvard Business Review, Relevant Strategic Management Authors, and MentorPlus. Some of those materials, frameworks, and lessons have been used in authoring this series.

KHA Management Consultants, the consulting department of KHA Accountants, PLLC, based in Flower Mound, Texas, is always looking for opportunities to work with key clients ready to take their organization to the next level. If you have a desire to improve, take the first step toward success with the strategic management experts, and contact us at 972-221-2500.

Questions or Want to Talk?

Call us directly at 972.221.2500 (Flower Mound) or 940.591.9300 (Denton),
or complete the form below and we’ll contact you to discuss your specific situation.

Can You Attract Top Talent?

In the battle for top talent, 75% of companies struggle to fill positions, giving the onus to firms to differentiate themselves. This article outlines four key attributes successful firms possess.

Bakes Takes Volume 1, Issue 6

Explore the top three reads recommended by KHA Consulting’s Jonny Baker in this month’s Bake’s Takes. From understanding how new CEOs establish trust, to leveraging your strengths for greater impact, and spotting talent in the modern era, these articles offer essential insights for today’s leaders. Don’t miss out on these refreshing perspectives designed to push your thinking and enhance your leadership effectiveness.

Accounts Payable Strategies and Best Practices

Efficient accounts payable management isn’t just about paying bills—it can directly impact your business’s financial health and growth. From digital tools for invoice processing to robust internal controls for fraud prevention, this article covers everything you need to know.

The Unseen Complexities of Lease Accounting

Discover the complexities of lease accounting and the crucial role of a professional CPA in navigating these challenges in this video. Learn about the new standards of ASC 842, how it’s changing how leases are recorded, and why it’s so important to get it right.

Action Produces Results

Well-intentioned plans often fail but a shift in mindset can improve business operations. KHA is for leaders yearning for genuine transformation.

IRS Reopens Voluntary Disclosure Program for Erroneous ERC Claims

The IRS is reopening a Voluntary Disclosure Program related to improper claims for the Employee Retention Credit (ERC). Simultaneously, it continues to increase audits and enforcement action related to these claims. IRS is also in the process of reclaiming up to 30,000 credits already paid.

Rowing in Different Directions?

The success of any team lies in its alignment, be it in business or on a boat. Learn how KHA’s advisors can help your team function like a well-coordinated crew.

Bakes Takes Volume 1, Issue 5

Jonny Baker’s ‘Bake’s Takes’ for August 2024 brings together three insightful reads that every leader should explore. Learn about the value of project management, the importance of identifying and developing core competencies, and the art of effective networking. These articles will provide you with the tools and insights required to excel in today’s challenging business environment.

ERC Claims Under Scrutiny: Red Flags And Preparation

The IRS has resumed processing claims for the employee retention credit but with increased scrutiny. This video provides an overview of common red flags, such as overclaiming and incorrect reporting of wages, that are resulting in greater scrutiny. Learn about the red flags and what to do if your ERC claim may be erroneous.