UCL Grading Procedure for Support Staff Julie Wake HR User Group 29th Oct 2009 HERA • UCL uses HERA (Higher Education Role Analysis) as Job Evaluation tool • HERA is an analytical scheme • Designed by Higher Education • Covers all jobs from Porter to Professor • Complies with non discriminatory guidance by Equal Opportunities Commission UCL Grading Procedures • New Jobs • Grading Reviews for occupied posts with significantly changed duties • Note: Do NOT re-submit jobs: – Previously evaluated – Minor changes such as: • change of job title, name of manager or dept • Replacement of one or more tasks by similar tasks Statistics • Over 5,000 roles evaluated since 2000 • 2008: – 307 new jobs – 132 grade reviews of which • 90 increased (78%) • 42 no change (32%) – 18 appealed (43% of 42) • 10 increased (56%) • 8 no change (44%) Method • Panels of trained Role Analysts – Cross section of UCL, nominated by trade unions, faculties & Human Resources • Over 40 Faculty & Union nominees trained since 2004 and currently: – 25 Active Role Analysts • 10 Union of which 4 AMICUS, 4 UCU & 2 UNITE and – 5 FEMALE & 5 MALE • 15 Faculty of which 13 FEMALE 2 MALE Role Analysts • Carefully evaluate evidence provided - By Job Description Outline (JDO) • Reach consensus on scores allocated to the 14 elements in the scheme • Give credit to misallocated evidence • Responses determine score of job and • Ultimately the grade of the post JDO • The JDO is an analytical summary of the requirements of the job – it’s about the post not the person! • It’s completed by: – Manager for new jobs – Role holder or manager for grading review requests – Grade reviews are verified by the HoD Job Description Outline Forms • 4 Sections – set context of role: –A –B –C –D Working Context Organisation Chart Job Purpose Main Tasks • 14 elements – in line with HERA Scheme • Guidance notes are included on the form, available from: – http://www.ucl.ac.uk/hr/docs/download_forms/JDO_7_06_07.doc The 14 elements • Communications (oral and written) • Teamwork & Motivation • Liaison & Networking • Service Delivery • Decision Making • Planning & Organising Resources • Initiative & Problem Solving • Analysis & Research • Sensory & Physical Demands • Work Environment • Pastoral Care & Welfare • Team Development • Teaching & Learning Support • Knowledge & Experience Procedure New Job Panels • Minimum panel of 2 Role Analysts • Meet weekly on Thursdays for – New roles • Deadline 12noon Tuesday – Electronic copies of JDOs with details, if known, of post id to: jobevaluation@ucl.ac.uk • Outcome by following Tuesday Procedure Grading Review Requests • Panel of 3 Role Analysts – Usually I each of trade union, faculty & HR Nominee • Meet monthly • Requests for grading reviews where duties have significantly changed • Deadline by 12noon 28th month for evaluation following month • Requests evaluated in order of receipt • Outcome notified to HoD by 12th month following panel meeting Appeal – Stage 1 • Informal Appeal with member of grading review panel • Role holder may invite colleague, manager or trade union representative • May submit formal appeal in writing within 2 weeks by – Statement indicating reasons for appeal with reference to JDO Appeal Stage 2 • New Panel of 5 Role Analysts not involved in original evaluation • Conduct an independent evaluation • Outcome notified to HoD by 12th of month following panel meeting • Appeal Panel’s decision is final. Job Evaluation Reference • Commonly known as HERA reference. • For advertising and appointments • Any of following: – JER NNN or PF NNN e.g. JER 246 PF 251 – NJ0Y-NNN e.g. NJ09-122 – App0Y-NN e.g. Ap08-23 The End • Any questions?