Skip to content
Hiring System
Lock reference · Draft
v0.1.0

Define Role and Success Profile

Turn an approved workforce need into a clear, job-related definition of the outcomes, context, capabilities, and evidence required for success.

Adopt · export.mdAdopt · export.jsonDraft reference — not a fitted standard

Profile

Purpose

Give sourcing, assessment, compensation, selection, onboarding, and later performance management one coherent definition of the role.

Intended outcome

An approved role success profile that is specific enough to guide attraction and assessment, yet adaptable enough to avoid screening for irrelevant pedigree.

Accountable
Hiring manager
Operator
Process architect or People partner
Use when
  • — A new role has been approved.
  • — An existing role has materially changed.
  • — A recurring hiring process produces inconsistent candidates or decisions.
  • — The organization cannot explain what successful performance in a role looks like.

Entry gate

  • The workforce need and accountable hiring manager are identified.
  • Authority to define or redesign the role is clear.
  • Budget assumptions are available, even if the final range is not yet approved.

Exit gate

  • The role purpose, outcomes, context, capabilities, and requirements are approved.
  • Required and preferred attributes are distinguished and justified.
  • Every selection criterion has a proposed evidence method.
  • Compensation, sourcing, assessment, and onboarding can consume the profile without reinterpretation.

Flow · 7 controlled steps

  1. 01

    Confirm the workforce need

    Anchor the role in a real business need before describing a person.

    • — State the business problem, opportunity, or capacity need.
    • — Identify the accountable hiring manager and decision authority.
    • — Confirm whether this is a new role, replacement, or redesign.
    • — Record known budget, timing, location, and employment constraints.
    Responsible
    Hiring manager
    Output
    Confirmed role-design mandate
    Decision
    Is a new or redesigned role the appropriate response to the need?
  2. 02

    Define successful outcomes

    Describe what the role must accomplish before listing credentials or traits.

    • — Write five to ten observable accomplishments, results, or outcomes.
    • — Order the outcomes by importance and expected time horizon.
    • — Distinguish continuing accountabilities from one-time change objectives.
    • — Check that each outcome supports the stated business need.
    Responsible
    Hiring manager
    Output
    Prioritized role outcomes
  3. 03

    Describe the operating context

    Make the environment, constraints, interfaces, and enabling conditions visible.

    • — Describe the team, manager, customers, partners, and critical interfaces.
    • — List the major challenges, constraints, and failure conditions.
    • — List the systems, resources, authority, and conditions that enable success.
    • — Record location, schedule, physical, regulatory, safety, or quality context where relevant.
    Responsible
    Process architect or People partner
    Output
    Role operating-context statement
  4. 04

    Identify differentiating capabilities

    Define the behaviors and capabilities that distinguish effective performance in this context.

    • — Identify the behaviors and capabilities required to produce each outcome.
    • — Consolidate overlapping capabilities and remove generic virtues that cannot be assessed.
    • — Describe each capability in observable, role-specific terms.
    • — Separate capabilities needed on entry from those that can reasonably be learned.
    Responsible
    Process architect or People partner
    Output
    Role capability model
    Decision
    Must this capability be present at entry, or can it be developed after hire?
  5. 05

    Classify requirements

    Prevent convenient proxies from becoming unjustified barriers.

    • — List skills, knowledge, credentials, experience, and other candidate attributes.
    • — Classify each as required, preferred, or learnable after entry.
    • — Record why every required attribute is job-related.
    • — Remove redundant, untestable, or pedigree-based requirements that do not predict the stated outcomes.
    Responsible
    Hiring manager
    Output
    Classified candidate requirements
    Decision
    Is this requirement necessary to produce an outcome or meet a material constraint?
  6. 06

    Design the evidence plan

    Define how the next processes can obtain comparable evidence for each important criterion.

    • — Assign an evidence method to each important outcome, capability, and requirement.
    • — Prefer work evidence, structured questions, samples, or valid assessments over intuition.
    • — Define anchored evaluation criteria before candidates are reviewed.
    • — Identify criteria that cannot be assessed reliably and revise or remove them.
    Responsible
    Process architect or People partner
    Output
    Selection evidence plan · Draft anchored criteria
    Decision
    Can this criterion be assessed consistently and proportionately?
  7. 07

    Review, approve, and publish the profile

    Create one controlled definition consumed by every downstream hiring process.

    • — Review the profile with compensation, recruiting, and relevant functional partners.
    • — Resolve conflicts between outcomes, requirements, budget, and market reality.
    • — Confirm the accountable owner and review date.
    • — Approve and publish a versioned role success profile.
    Responsible
    Process architect or People partner
    Output
    Approved role success profile
    Decision
    Is the profile coherent, assessable, affordable, and ready for downstream use?

Connections

Seams · 22 hops within 2 steps

Upstream and downstream neighbourhood over public reference processes only. Each hop shows the trigger, carried objects, and what the receiving process loses if the producing step is skipped.

downstream · hop 1

Open process

Align Role Outcomes and Expectations

Trigger · A person is assigned to the role or the role changes.

Carries · Role Success Profile

If the handoff from Define Role and Success Profile is skipped, Align Role Outcomes and Expectations loses Role Success Profile.

downstream · hop 1

Open process

Assess and Select Candidates

Trigger · Selection design begins

Carries · Role Success Profile · Selection Evidence Plan

If the handoff from Define Role and Success Profile is skipped, Assess and Select Candidates loses Role Success Profile · Selection Evidence Plan.

downstream · hop 1

Open process

Establish the Manager Operating Role

Trigger · The manager operating role is chartered.

Carries · Role Success Profile

If the handoff from Define Role and Success Profile is skipped, Establish the Manager Operating Role loses Role Success Profile.

downstream · hop 1

Open process

Maintain Job and Career Architecture

Trigger · A role is created or materially changed.

Carries · Role Success Profile · Role Mapping Record

If the handoff from Define Role and Success Profile is skipped, Maintain Job and Career Architecture loses Role Success Profile · Role Mapping Record.

downstream · hop 1

Open process

Make a Progression or Talent Decision

Trigger · Target work is defined or revised.

Carries · Role Success Profile · Selection Evidence Plan

If the handoff from Define Role and Success Profile is skipped, Make a Progression or Talent Decision loses Role Success Profile · Selection Evidence Plan.

downstream · hop 1

Open process

Onboard the New Hire

Trigger · Offer accepted

Carries · Role Success Profile

If the handoff from Define Role and Success Profile is skipped, Onboard the New Hire loses Role Success Profile.

downstream · hop 1

Open process

Open and Source the Role

Trigger · Role success profile approved

Carries · Role Success Profile

If the handoff from Define Role and Success Profile is skipped, Open and Source the Role loses Role Success Profile.

upstream · hop 1

Open process

Approve Workforce Need and Headcount

Trigger · Workforce need approved or provisionally authorized

Carries · Workforce Need

If the handoff from Approve Workforce Need and Headcount is skipped, Define Role and Success Profile loses Workforce Need.

downstream · hop 2

Open process

Approve and Issue the Offer

Trigger · The offer owner accepts the selection package.

Carries · Offer Decision Intake · Selection Decision

If Integrate evidence and decide; Communicate and hand off is skipped, Approve and Issue the Offer loses Offer Decision Intake · Selection Decision.

downstream · hop 2

Open process

Build and Operate a Development Plan

Trigger · Capability evidence changes appropriate work or expectations.

Carries · Development Disposition

If Evaluate transfer and decide the next state is skipped, Align Role Outcomes and Expectations loses Development Disposition.

downstream · hop 2

Open process

Enable Decisions and Escalation

Trigger · The decision is framed and authority is resolved.

Carries · Manager Operating Charter · Manager Decision and Interface Map

If Define decisions, interfaces, and escalation; Approve and launch the operating charter is skipped, Enable Decisions and Escalation loses Manager Operating Charter · Manager Decision and Interface Map.

downstream · hop 2

Open process

Make and Communicate a Compensation Decision

Trigger · A separate role or talent decision becomes effective.

Carries · Authorized effective-date notice

If the handoff from Make and Communicate a Compensation Decision is skipped, Align Role Outcomes and Expectations loses Authorized effective-date notice.

downstream · hop 2

Open process

Operate and Improve a Process

Trigger · The manager accepts transition to normal operation.

Carries · Onboarding Transition Record · Improvement Inputs

If Transition to normal operation and improve is skipped, Operate and Improve a Process loses Onboarding Transition Record · Improvement Inputs.

downstream · hop 2

Open process

Operate Pay Structures and Equity Controls

Trigger · The pay structure is operated or reviewed.

Carries · Approved Job and Career Architecture · Role Mapping Records · Architecture Decision Records

If Approve and publish the architecture is skipped, Operate Pay Structures and Equity Controls loses Approved Job and Career Architecture · Role Mapping Records · Architecture Decision Records.

downstream · hop 2

Open process

Redesign Work and Workflow

Trigger · Response includes stopping, redesigning, reallocating, or automating work.

Carries · Workforce Decision · Capacity and Capability Assessment

If Assess capacity and capability is skipped, Redesign Work and Workflow loses Workforce Decision · Capacity and Capability Assessment.

downstream · hop 2

Open process

Review Employee Compensation

Trigger · Employee compensation is reviewed.

Carries · Approved Job and Career Architecture · Role Mapping Records

If Approve and publish the architecture is skipped, Review Employee Compensation loses Approved Job and Career Architecture · Role Mapping Records.

downstream · hop 2

Open process

Review Manager-System Health

Trigger · A health-review point or material signal occurs.

Carries · Manager Operating Charter

If Approve and launch the operating charter is skipped, Review Manager-System Health loses Manager Operating Charter.

downstream · hop 2

Open process

Review Performance and Contribution

Trigger · The review record is assembled.

Carries · Role Outcome Agreements · Outcome Agreement Reviews

If the handoff from Align Role Outcomes and Expectations is skipped, Review Performance and Contribution loses Role Outcome Agreements · Outcome Agreement Reviews.

downstream · hop 2

Open process

Run Manager Check-ins and Feedback

Trigger · The agreement is published or updated.

Carries · Role Outcome Agreement

If Approve the outcome agreement is skipped, Run Manager Check-ins and Feedback loses Role Outcome Agreement.

downstream · hop 2

Open process

Run the Team Operating Cadence

Trigger · The manager operating charter launches.

Carries · Manager Operating Charter · Manager Operating Cadence

If Design the management cadence; Approve and launch the operating charter is skipped, Run the Team Operating Cadence loses Manager Operating Charter · Manager Operating Cadence.

upstream · hop 2

Open process

Manage Team Capacity and Priorities

Trigger · Evidence indicates a durable gap requiring a workforce response decision.

Carries · Capacity and Priority Review · Workforce Handoff

If Review outcomes and improve capacity design is skipped, Approve Workforce Need and Headcount loses Capacity and Priority Review · Workforce Handoff.

Roles

Hiring manager

Owns the need, outcomes, requirements, and final profile approval.

Workforce approver

Confirms the role is an authorized response to the business need.

Process architect or People partner

Facilitates the method, maintains coherence, and prepares the controlled process object.

Functional expert

Tests technical accuracy and operating-context realism.

Compensation partner

Tests level, range, market, and internal-consistency implications.

Recruiting operator

Tests sourcing feasibility and downstream usability without owning the role definition.

Systems + Data

Data object

Workforce Need

Records the business need, authority, constraints, and timing that initiate role design.

System of record · Workforce planning or approved requisition system

Data object

Role Success Profile

Provides the controlled definition consumed across hiring and subsequent management processes.

System of record · People process repository

Data object

Selection Evidence Plan

Maps each material criterion to a proportionate and consistent evidence method.

System of record · Applicant tracking or assessment design system

Versioned process repository

Required

Stores the approved role profile and change history.

Workforce approval or requisition record

Required

Provides the authoritative initiating need and approval.

Applicant tracking system

Contextual

Consumes the approved profile when a role is opened.

Compensation system or range record

Contextual

Receives role and level information and returns range constraints.

Measures

cycle-time

Role-profile cycle time

How long does an authorized need take to become an approved role profile?

Elapsed time from confirmed role-design mandate to profile approval.

Per role; reviewed monthly

quality

Criteria evidence coverage

Can the selection process obtain comparable evidence for every material criterion?

Material criteria with an approved evidence method divided by all material criteria.

At approval

exceptions

Downstream revision rate

How often must the role definition be reopened after sourcing or assessment begins?

Opened roles requiring material profile revision after downstream work begins divided by all opened roles.

Quarterly

adoption

Profile adoption

Are downstream hiring processes using the approved profile?

Required downstream artifacts linked to the approved profile version divided by all required artifacts.

Per role

outcome

Early outcome alignment

Does early performance evidence reflect the outcomes defined before hiring?

Structured post-entry review of whether priority role outcomes remain valid and observable; not a causal claim about the process alone.

At 90–180 days

guardrail

Artificial barrier rate

Are unsupported requirements being removed before publication?

Proposed required attributes removed or reclassified because no job-related rationale could be established.

Quarterly

Evidence + judgment

Simple Job Analysis Technique

source-derived

Supplies the four-part spine: outcomes, work environment, competencies, and required versus desirable attributes.

bicycle-guide · build-a-people-analytics-function · tool-simple-job-analysis-technique

The Personnel Selection Process

cross-source-synthesis

Connects job analysis to job-related criteria, valid assessment methods, evidence integration, and the eventual offer decision.

bicycle-guide · build-a-people-analytics-function · the-personnel-selection-process

Implementing a Structured Interview

cross-source-synthesis

Supports defining assessable traits, factual questions, anchored scales, and a consistent sequence before interviewing begins.

bicycle-guide · build-a-people-analytics-function · implementing-a-structured-interview

Lock whole-system design principle

lock-judgment

Lock judgment: role design begins from business need and company context rather than a generic job-description template.

lock · what-lock-is

Lock connected-process design principle

lock-judgment

Lock judgment: one controlled role definition must connect compensation, sourcing, selection, onboarding, and later management processes.

lock · what-lock-is

Draft reference standard. Requires practitioner and employment-counsel boundary review before client deployment.