Introducing DISC Job Templates


With DISC Job Tempates we can match DISC profile types to ideal jobs and roles. Job Templates allow recruiters to quickly and easily compare an applicant’s DISC profile with the main competencies required for any job position. The Job Template provides a summary of how well an applicants personality matches the role. With the Job Template tool, recruiters can match applicants to the ideal roles ensuring a long lasting and successful placement for the company and the applicant.

Watch our Job Template Tutorial to learn what a Job Template is and how you can create and administer a customised Job Template.

What is a Job Template?

A Job Template is a free value-added feature to the DISC profile in FinxS. You can view a candidate’s results against a Job Template, in a report or under Open Preview for no additional cost. A Job Template is a list of behavioural competencies measured against a person’s natural DISC profile. Job templates allow users to identify and prioritise the behaviours for specific job roles that will produce the best outcome for the individual and the employer. 

Job Templates are created by selecting from our bank of over 1500 competencies within FinxS to fit the job role. You can create your own or select from our off-the-shelf Job Templates. You can also score Job Templates to generate a match percentage, a quick way to identify whether the candidate is more naturally suited to the job role requirements. Alternatively, they can be left un-scored. I will show you how to do this on the FinxS platform shortly. 

When to Use a Job Template

Some uses for the Job Template include:

  • Recruitment
  • Personal and Professional Development
  • Leadership Development
  • Coaching
  • Organisational Change


You can use Job Templates for potential employee testing. FinxS allows you to compare several candidates against a Job Template with the critical competencies selected for the job role. This will enable you to find the best or most natural fit for your job role. You can also use it for internal recruitment. You can design a Job Template for positions established within an organisation and measure individual results to find the best fit. An example of this is when companies merge, and there has been a restructure. You can create Job Templates for the various roles to help match employees to the new or modified positions. 

Personal and Professional Development

Another great use of the Job Template is personal and professional development. You can design a Job Template around an individuals’ goals and personal growth within a role to see where they can develop and where they may need additional support to achieve their goals.

Leadership Development

Leadership development is another great use for a Job Template. You can design a Job Template with specific leadership and management competencies and measure individuals’ results to find a person’s natural and non-natural behaviours. This can contribute to leadership development training and help leaders to improve their performance and DISC leadership style


Coaching is a great way to use a Job Template. They’re really helpful when coaching individuals to reach their goals. Use the insights to understand what’s holding them back and leverage their strengths. The person can also establish crucial points in their development strategy using the insights from a Job Template. 

Organisational Change 

Like I mentioned previously, you can design a Job Template for new restructured roles and measure individual results to find the best fit. So let’s look at a team development situation as an example. Let’s say the manager has already had all their employees take the Extended DISC® assessment questionnaire. The manager is looking to build a team from existing employees to help launch a new product. Team members need to have a specific set of behaviours. These behaviours would be the best fit for working on a quick-moving short-term project. First, the manager needs to decide on the most critical behaviours that team members would need to make this project a success. They would then select these behaviours from our bank of over 1,500 competencies to create a Job Template. Once the manager creates the Job Template, they can put the existing employee’s results from the FinxS database against the Job Template in Open Preview. This allows them to view employees with a high percentage match to the selected competencies. The manager may then select these people for the project team. Of course, we always need to consider other factors such as availability, team makeup and required skills, but a Job Template is a great feature to use and helps select individuals for the team.

How to Use the Job Template

You can create as many Job Templates in your FinxS account as you like. You can add them to a report and view them in Open Preview. 

How to Create a Job Template

Let’s look at how to create a Job Template. Please note if you have completed the Level 1 DISC Accreditation, you will have access to the VIP area on our website. Here you can find manuals and video tutorials to help you create Job Templates. You can also visit the support centre in your FinxS account. 

Step 1: Create the Job Template (4:03)

The first step in creating a Job Template is to log into FinxS, and you can see on my screen here that I have logged into my FinxS account. From the main screen, I go to templates and then Job Templates. If we look to the lower left-hand corner of the screen, you will see a plus icon. You need to click on that to create a new Job Template. First, we enter a name for the Job Template, and I will call this one sales development. Next, you can give the Job Template a description if you want to. It’s not a required field, so you can leave that blank. If you want to give your clients usage rights to this Job Template, click the edit button and select them from the drop-down list. To make this template cloneable, you can put a tick in the box next to cloneable. Cloning allows you to make an independent copy of the Job Template without changing the original. To make this Job Template automatically available for any future new users, click the small box and make this available for all your sub-users. I’m going to leave those two buttons for now. 

Step 2: Add Competencies (5:20)

Now we need to add items. You can find the ‘add item’ button toward the right middle hand side of your screen. Next, start selecting from the list of over 1500 competencies. It seems daunting at first, but the competencies are grouped into all these categories. So, if there’s a specific situation or role you want to create a Job Template for, such as sales, you find the sales heading and click the caret to expand to that list. Another great way to find a competency is to use the search box. If you had a specific behaviour you were looking for, you could type that in, so I might say sales, and there we go. All the competencies that include the word sales have popped up. So if I go back to my sales category, I can start adding competencies by simply clicking on them, and you’ll see that a small tick appears next to the competence once you have selected it. There’s no limit to the number of competencies that you can select. However, if you’re putting this Job Template in a report or printing it off in PDF format, be aware that only 20 competencies fit per report page. When you’ve finished selecting all your competencies, click the close button at the bottom of the pop-up box. Now we can see a list of all the competencies that I’ve added to this Job Template.

Step 3: Scoring the Job Template (6:54)

There is an option to score the Job Template. This allows you to set the ideal score you’d like the candidate to get for each competency. To score the Job Template put a score from 1 to 5 in the box next to each competency. For example, accepting direction on how to achieve sales goals is vital to this role, so I’m going to score that a five. Whereas actively and constructively dealing with conflict isn’t so important, so I’m going to make that a three. When you view this in a report or Open Preview, the system will calculate a match percentage to the competency based on their DISC profile. This will be an overall match percentage to the Job Template, and it will also show you how that individual scored in relation to the ideal score. If you don’t want your Job Template to be scored, enter zeros in all the boxes. Once you have finished adding competencies to your Job Template, click the Save button.

Step 4a: Reviewing the Job Template: Using the Extended DISC® Diamond (7:54)

Now that we’ve created our Job Template, we can view the competencies on the Extended DISC® diamond to identify what quadrant they fall under. As you can see on my screen, the competence number corresponds to the number on the diamond. For example, number 9, ‘managing emotions to remain calm when meeting resistance,’ that’s a C style trait. Looking a the diamond, you can see that competence falls in the C quadrant. Viewing the competencies against the diamond helps you get an even spread of competencies across all DISC personality types or, it helps you to populate all the competencies in one particular quadrant of the Diamond. It depends on what you’re looking for in your role, which will vary.

Step 4b: Reviewing the Job Template: Making Adjustments (8:30)

If you ever need to come back and edit your Job Template at any stage, go to Templates in the main menu and click on Job Templates from the sub-menu. On the left side of your screen, find the required Job Template, so in this case, sales development. Next, click on the edit button. You may have to scroll down to see the button depending on the size of your Job Template. We can go through and delete unwanted competencies using the small X button next to the score boxes or add more items. Always remember to save once you’ve made any changes!

Step 5a: View the Job Template: Adding the Job Template to a Report (9:08)

Now that we’ve created our Job Template, we can add this into a report. We go to ‘Reports’ in the main menu and click the ‘Reports’ subheading. Next, we expand the Behavioural Analysis Report category and find our report that we want to add this to. I want to add the Job Template I made into my Sales Team Analysis, so I select that report and click Report Designer in the bottom left-hand corner. To navigate through the report, use the section boxes on the right-hand side of your screen. I want to put mine under team competencies, so section 8. Now I go to the left-hand side, and directly under the FinxS logo, there’s a white drop-down box that says general fields. We want to click on the drop-down and select Job Templates from the fields list. 

There are a couple of ways we can view the Job Template in a report. The first is the traditional way, as a set of competencies. We find our Job Template from the list click, hold and drag and drop into the middle of your screen and you can see now that that Job Template has been added to the report as a set of competencies. Secondly, we can add this to the report as a Job Template with a Diamond. Again, expand the list, find the required Job Template, and drag and drop it in the report editing area. This will show you a visual representation of the required behaviours to succeed in sales development and it’s located on the Extended DISC® Diamond. 

Step 5b: View the Job Template: Viewing the Match Percentage (10:52)

Earlier I showed you how to score a Job Template, and this is an example of how a scored Job Template would look in a report. We can see that highlighted in pink is the expected score, and the box with the black outline is the person’s actual score. We can see that this person had a natural inclination towards most of these competencies, and they achieved an 80% match percentage to the first competence. Overall they’ve got a 27% match percentage (this is sample data only), so ideally, we’d like to see them score a little bit higher. You can view this as a traditional list of competencies, each with a match percentage. Alternatively, if you want to know their overall match to the Job Template, you can print it as just a match percentage bar. You can also print a selection of competencies. For example, suppose you had a Job Template that had 30 competencies in it. In that case, we could print only the top one, three, five, seven or ten competencies or the bottom one, three, five, seven or ten behavioural competencies. The competencies change based on the individual’s unique DISC profile. Doing this helps narrow down the Job Template and eliminates middle-scoring competencies if they’re not relevant to your needs.

Step 5c: Viewing the Job Template: Using Open Preview (12:06)

Finally, the last way to view a Job Template is via Open Preview. In the main menu, hover over Database and click Individuals in the sub-menu. Expand the Behavioural Analysis on the left-hand side and select your required project. Next, click the small box next to the person’s or people’s names to select them. You can multiple results against this Job Template or just one at a time. Then click on the Open Preview button towards the top left of your screen. Next, select the names on the right-hand side of the screen. You can select just one or two or use the ‘Select All’ button to select all results. Then move into the middle of your screen and click on the Job Templates tab. You will see the list of Job Templates on the left-hand side. Select the relevant Job Template, and then you can see everyone’s scores populate against the Job Template in the middle of your screen. For example, if you look at the competence labelled ‘accepting direction on how to achieve sales goals’, you can see that Denise and John score pretty highly. However, it might not be a natural area for Steve and Monica. You can print this page as a PDF if you wish or continue to view it on-screen.