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How to Create Job Aids that Skyrocket Your Team’s Performance

Well-written job aids save time, increase accuracy, and improve job performance. Learn how to create them, step by step.

make job aids guide

Want to help employees do things faster and better? Job aids are like Cliffs notes at work that give just the right information at the right time. When well-written, they save time, increase accuracy, and improve job performance. 

Learn how to create effective job aids, even if you’ve never made one before, or make existing ones better. 

What are job aids, exactly? 

They’re simple, clear instructions on how to do something at work. Cheat sheets. Memory joggers. One-pagers. Performance support tools. Direction lists. Anything designed to reduce avoidable mistakes at work. 

They go by many names and are used in all sorts of industries as performance boosters. They’re helpful enough that if companies don’t provide them, employees tend to create job aids on their own.

Ever see hand-written 3 x 5 instruction cards taped to the wall beside a printer? How about sticky notes dotting the perimeter of a computer screen? These are both informal job aids that employees have made themselves. 

Regardless if they’re paid by the hour, project, or salaried, people want to know the best way to do things, quickly.  No-one wants to waste time hunting down instructions.

Person holding an instruction page while trying to assemble something.
Assembly instructions are a type of job aid that most of us have seen at some point in our lives.

Usually, job aids are printed, one page or less. You’ll find them near all types of work areas, from assembly lines to financial institutions. They can hang on a wall or cubicle. They can be a laminated card near the front desk, or a poster near in the stockroom. Sometimes they’re digital—an image or PDF file on a computer, a smartphone app, or a short video. 

“But we already have help files online. Why do I need a separate job aid?”, you may ask. Employees don’t want to scroll through screens of text to find what they need. This is especially true when instructions are seemingly ‘buried’ within the program they’re already using. Often it can be better to have clear instructions apart from the actual program itself. As workplace tasks become more digital, even printed job aids stay strong as effective ways to share accurate information. 

Top ways job aids improve performance

There are three main ways job aids help employees get things done faster (and better). When they need to:

  • Remember how to do something
  • Solve a problem
  • Learn what to do when something changes

Training only goes so far, and only stays in memory for a short while. When the face-to-face coaching session from a few weeks ago is already growing stale and you hear ‘How do I do that task again?’, that’s when job aids shine. They’re there on demand, with exactly the information employees need, when they need it.

Both employers and employees have better days when answers are available right away. Instead of having to chase someone down for help, employees have a job aid that shows them the steps. No need to page through layers of documentation to find the exact instructions they need—a job aid is right next to their workstation so they can do the task correctly the first time.

Job aid example - office floorplan, color-coded, with phone number extensions
Job aids, like this office floorplan reference, can be laminated and placed on a wall, printed out and kept near a desk, or a JPG on the company network.

Not only are job aids great at helping employees remember what they’ve learned from a training (such as processes they only need to do occasionally, and don’t need to memorize), they’re also helpful when something changes—for troubleshooting, for example, or to walk through steps of a slightly different workflow of new software versions. 

These efficiencies add up. According to Peregrine Performance Group, companies they work with have replaced a one-week training course with one day of training plus a job aid. Not only is less training needed, proficiency increased by 50%. When you take the time to write an effective job aid, you can expect these types of benefits:

  • Save time by getting work tasks done more quickly
  • Avoid making mistakes, thanks to having clear directions
  • Less employee stress
  • Reduce unnecessary back-and-forth help requests
  • Better process/standards control by sharing the same knowledge with everyone all at once
  • Less training and re-training
  • Better employee and customer experience

Plus, they’re quick—job aides can be deployed 75% faster than traditional training, at a much lower cost, for much better ROI.

When not to use a job aid:

When there’s no time to look at one. In some instances, employees need to know processes and procedures by memory. There’s no time to look at a card, no matter how conveniently located. Sometimes, the task requires that the employee keep full attention and gaze on the task at hand (such as in a health-care setting, on a patient, or in manufacturing, on a piece of machinery). In these cases, employees must memorize the steps and be able to react immediately, without the help of outside instructions.

When it could reduce credibility. Particularly in customer-facing roles, having  employees refer to a job aid might not be the image you want to portray. In some situations, customers expect employees to already know certain information. Even if extra instructions would be helpful, it might be best to avoid them.

When every task is different. If there isn’t any consistency to job tasks, job aids don’t help.

As a substitute for all training. Job aids don’t stand on their own completely. Employees still do best with a core level of training, with job aids as compliments.


How to create a job aid (step-by-step guide)

With the right steps, you can easily and affordably create a job aid that skyrockets your team’s performance. 

1. Gather info about the task

Talk with employees who already do this process. How do they go about it? What steps do they take, in what order? Make sure to talk with a range of employees—seasoned ones who have done this job over and over, as well as newbies. How do their perspectives differ? Try doing the job yourself, and makes notes of what information you need.

Pro tip: Make sure to also interview the least-motivated employee on staff. While it might seem counterintuitive, this person is sometimes your best asset when creating a job aid, since he or she has likely already figured out the quickest way to do the task, or an effective shortcut.

2. Choose a structure

Job aids naturally fall into one of three categories:

Checklist 

This works when there are many things to be done, in no particular order. For example, maintaining consistency for equipment inspections and new hire paperwork. 

Job aid example - flight pre-takeoff checklist
Job aids can help ensure safety measures even when employees already have them memorized.

Step-by-step 

Use this when things need to be done in order. A flowchart (like this diagnostic one for health-care providers) or if-then decision tree can make sense to lay out the process in a logical way. If you need employees to record information as they go (for example, if they’re noting temperatures in a server room, or counting products in a warehouse), you can make the job aid fillable, or use an interactive app.

Job aid example that shows employees the proper way to wash hands before returning to work.
This familiar job aid from the World Health Organization shows employees how to properly wash their hands before and after handling food.

Reference 

This is best when there aren’t any steps, and not all the information is needed at once. Employees can glance at this when they need to find a popular SKU number, share the phone number to another department, or locate a storage facility in on a regional map.  

Sometimes a job aid will have many sections, each with a different structure. Don’t get bogged down by the various choices. The best format will become obvious once you start writing. In the end, no-one really cares which one you choose, as long as the job aid helps get the job done faster and better. 

3. Pick a format

Will this live as a printed 8.5×11 laminated paper hung on a wall, or a digital JPG on the network? Will be an interactive app? Choose the format early to make sure the information will fit. Most job aides are one page or less, or are visible on one screen, without scrolling. 

4. Write a draft

When it comes to putting together a job aid, less content is definitely more. The best job aids:

Present info in small, concise sections

Include only what’s necessary to get the task done. Bite-size pieces are easier to consume. Can you glance at it and still get the gist? Use basic, easy-to-understand words and short sentences. Include the most important information at the top of each section.

Pro tip: Use action verbs to describe procedures. They’re easier to follow, instill more user confidence, and encourage momentum. For example, you’d say “Open the latch. Remove the inner liner,” as opposed to “Once the latch is opened, the liner must be removed.” 

Include visuals 

According to research from TechSmith and Cebr, two-thirds (67%) of people understand information better when it’s communicated with visuals. Instead of a wall of text, replace written words with images, as much as possible—pictures, charts, and any other visuals that fit your format. If the job aid describes a physical task, take photos and mark them up with arrows, etc., to point out what needs to be done. For digital tasks, take screenshots. Our favorite program is Snagit because not only does it let you take and edit screenshots, you can also add shapes, highlight, and show steps in a process.

The Step Tool automates numbering—click around the screenshot to add sequential steps.

A job aid example about how to login and pull up customer reports.
With clear step numbers, this job aid walks through screenshots on how to pull customer reports in an account record system.

If directions span multiple screens or photos, combine them into one document, and add any text around or on top of the visuals.

Snagit lets you combine multiple images into one document, and drag-and-drop to move images around.  

For a digital format, record a short video (we like Camtasia) with a clickable table of contents.

Have a consistent look 

Choose a color scheme and style, and stick with it throughout your job aid(s). Use consistent fonts, sizes, colors, and company branding, when possible. The best image editors have templates and assets that let you keep a uniform look.

Make it multilingual

A job aid doesn’t work when people can’t read it. Make sure your job aid is localized into as many languages as necessary for your employees.

Job aids can give important reminders to staff across languages, as seen in the inspection reminder card for brewery equipment. Job aids that use pictures without any text can be even easier to use. 

5. Test and revise

Now that’s you’ve created your job aid, see how it performs in real life. Find an obliging coworker, grab a Vernors, and watch them try to do the task using the job aid. Don’t guide them, just sit back and observe what they naturally do, and if the job aid helps. Take notes, ask followup questions, then find another coworker and repeat. Rewrite the job aid with what you’ve learned.

Share and enforce 

After your job aid has gone through the paces, put it where it needs to be—on a wall, near people’s desks, or wherever makes sense for your chosen format. Make sure employees know the job aid is there for them, remind them as necessary, and encourage them to use it. If you’ve created it well, employees will be more than glad to have something that helps them do their job faster and better. 

Keep your eyes open for long-term results, both qualitative and quantitative. Make sure to ask yourself these questions:

  • Do you hear fewer repetitive questions from employees?  
  • Are tasks getting completed more accurately? 
  • What about customer satisfaction scores? 

Use this ongoing information to gauge success and inspire updates for next time.

Ready to create or improve a job aid for your company?

Try Snagit free, with built-in Step Tool, Combine Images, and Images to Video features, perfect for creating compelling job aids. 

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