Role design and job descriptions for Automation Equipment Makers: roles and a ladder for helpers
Designers, machinists, fitters and wiremen blame each other when roles are vague. Clear descriptions and a ladder for helpers fix both problems.

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Share your requirementsWhy role design and job descriptions matters in automation equipment makers
Designers say the fitters changed the design, and fitters say the drawing was wrong. A project manager chases everyone and owns nothing. Helpers have no clear route, so the keen ones leave for a plant with a title and a step. Role titles are used loosely, so a good fitter and a weak one carry the same name.
Good role design lists what each trade owns and what they hand over, including who may change a drawing on the floor and who records it. It sets levels with plain skill tests for each rung. Helpers see that a few clear skills lead to the next step, and project managers know what each trade must deliver.
How to set it up
1. Map the work
List all tasks from design release to installation and mark who does each one today. Note the overlaps and the gaps between trades.
2. Write role descriptions
Do one page for each trade and level: purpose, tasks, skills, handovers and reporting line. Say who may change a drawing and how it is recorded.
3. Define the helper ladder
Set three or four rungs with skills at each, such as bolting, aligning, wiring and trial. Name a coach and a sign-off person for each. See role design and job descriptions.
4. Clarify the design to floor loop
Agree a simple form for floor changes that goes back to the designer, and review the forms together at each trial.
5. Review after a job
After each job, ask every trade what was unclear in their role and adjust the sheets so the next team starts with clearer ground.
Check these first
Before changing anything, find out what is true today. These take an afternoon and use your own records.
- Helpers who have no named next step
- Floor changes in the last project that never reached the drawing
- Roles where two people believe they own the same task
- Resignations of helpers in the last year
GullyHR can do this with you. Read how we approach role design and job descriptions in general, or share your requirements and we will tell you where to start.
Questions owners ask
Use skills, not seniority, to define each rung. Share the rungs openly and review fairly. Envy lessens when people see how to move.
Name a person in each trade, require a short note and ask the designer to confirm. Changes are normal, but unrecorded ones cause repeat errors.
Yes, short ones. A helper who knows what is expected and what the next step requires stays longer and learns faster.