Excel and CSV, free
Job evaluation template for Excel, free
A workbook with the factor plan of the EU-wide guidelines on gender-neutral job evaluation. Type each role’s level on the fourteen subfactors and its points and grade work themselves out. The same columns import into the tool, which adds the bias checks and the record.
What is in the workbook
- Roles
- One row for each job: its name, department, the number of women and men in it, and a level for each subfactor. Formula columns add up the points for each factor, the total and the grade. Two example rows show the layout.
- Factor plan
- The fourteen subfactors with their weights. Change a weight and every role’s points follow; the weights must add up to 100.
- Levels
- What each level of each subfactor means, from level 0, not required, to the top level.
- Grades
- Ten grades of 120 points, as in the guidelines’ workbook. The roles in one grade are work of equal value.
We opened the file in Microsoft Excel and checked the formulas: the two example rows come to 543.6 points, grade 5, and 369.6 points, grade 4, the same as the tool gives for those levels.
Every column of the Roles sheet
| Column | What goes in it |
|---|---|
| role | The job, named as in your payroll. One row for each distinct job, not for each person. |
| department | Optional. Where the job sits. |
| women, men | Optional. How many women and men hold the job. The tool uses them for two bias checks and for the headcount of each category. |
| knowledge | Level 0 to 8: the experience, education and training the job requires, however learned. |
| communication | Level 0 to 5: interpersonal and communication skills, with colleagues, customers, patients or the public. |
| problem_solving | Level 0 to 5: how complex and unpredictable the problems are, and how far the holder solves them alone. |
| planning | Level 0 to 5: planning and organising time, resources and several tasks. |
| physical_skills | Level 0 to 5: dexterity, coordination, precision and speed. |
| people | Level 0 to 5: responsibility for staff and for the care and well-being of others. |
| goods_equipment | Level 0 to 5: responsibility for tools, stock, vehicles and machinery. |
| information | Level 0 to 5: responsibility for records and data, on paper or in systems. |
| financial | Level 0 to 5: responsibility for money, budgets and payments. |
| mental_effort | Level 0 to 5: how long and how hard the job requires concentration. |
| emotional_effort | Level 0 to 5: psychosocial and emotional effort, such as dealing with distress or conflict. |
| physical_effort | Level 0 to 5: lifting, standing, walking, repetitive movements. |
| environment | Level 0 to 5: physical, psychological or emotional hazards where the work is done. |
| organisational | Level 0 to 5: shifts, nights, weekends, being reachable after hours and travel. |
| skills_points to grade | Formulas in the Excel file only: points for each factor, the total out of 1,200 and the grade. The tool ignores these columns on import and works them out again. |
Rows whose role starts with EXAMPLE are skipped when you import the file, so you can keep the two example rows as a guide. For the first four columns, common variants such as “Job title” or “Dept”, and the German and Dutch words, are recognised too.
How to fill it in
- List the jobs to compare, including jobs held mostly by women and jobs held mostly by men. Use the titles from your payroll.
- For each subfactor, read the Levels sheet and type the level that matches what the job requires, not what the current holder brings. Agree the levels in a small group where you can, and note the reasons.
- Read the total and the grade. Jobs in the same grade are work of equal value: a category of workers in the sense of Article 3(1)(h) of Directive (EU) 2023/970.
- If you change the weights in the Factor plan sheet, keep the total at 100 and write down why. The guidelines ask for a strong, objective, gender-neutral reason.
- Save the sheet as XLSX or CSV and drop it into the tool to run the bias checks and, with Pro, write the record and the categories file.
The formulas
Each factor column multiplies the levels by the points for one level of each subfactor, taken from the Factor plan sheet: for skills, knowledge × 18 + communication × 19.2 + problem_solving × 19.2 + planning × 14.4 + physical_skills × 14.4 with the default weights. The grade looks the total up among the lower limits in the Grades sheet, so a total belongs to the last grade whose lower limit it has reached, as in the guidelines’ own workbook.
The spreadsheet adds up the levels you type; it does not check them. The tool keeps the level descriptions beside every choice, flags patterns that often signal bias and records each decision.
Sources: European Commission and EIGE, EU-wide guidelines on gender-neutral job evaluation and classification: step-by-step toolkit (2026), the factor and subfactor plan, Tool 5 and its supporting workbook (CC BY 4.0; descriptions shortened in this template); Directive (EU) 2023/970, Articles 3(1)(h) and 4(4). Last checked 9 October 2026.