Temple University Role Inventory Form Position Specifications Job Class: Role Inventory Title: Family: AS Level: AS2 Department Title: Salary Grade: School/College/Department: BU: Sub Department: FLSA: Reports To: Prepared By: Reviewed By: Date: July 1, 2016 Family Definition Administrative Services Definition: The members of the Administrative Services have the knowledge and skills to provide clerical, secretarial or administrative support to various departments within the University. Knowledge of: Basic Office Computer skills are required with the higher levels in this family using more advanced computer skills. Ability to use advanced presentation (creating and developing presentations)skills. May have specialized office training (paralegal, medical, etc.) Skills and abilities related to: Answering phones and directing calls. Keyboards and enters data. Acting as a first line of contact to outside parties. Providing guidance on a variety of processes. Acting as an information resource. Take meeting minutes and transcribes data. Managing routine correspondence (filing, retrieve, distributing, dissemination, distribution of all correspondence). Providing administrative and support services. Interpersonal skills in working with university community. Composing correspondence. Scheduling. Supervising student workers. Handling confidential data (i.e., payroll). Giving information to students (registration, tuition remission, etc.). Working with university information systems (ISIS, FMS, etc.). Performing organizational tasks such as inventory, teaching evaluations, etc. Problem solving with other departments and resolve issues. Working with external parties. Providing direct assistance to lower level employees. Assisting in preparing reports, proposals, presentations, and budgets. Tracking and monitoring data. Maintaining records that assist with budget projections. May be responsible for coordination of projects/programs. In order to: Complete organizational tasks Ensure positive rapport and information exchange Provide customer service to students, other departments, faculty, alumni, etc. Prepare reports, memos, and other documents Draft correspondence Complete projects Page 1 of 3 Revised 7/1/16 Temple University Role Inventory Form Profile Elements of Position Functional Contribution and Research Performance of Duties/ Project Responsibilities Performs defined tasks for academic or administrative workgroup, with some discretionary responsibility. Receives daily direction and review from immediate supervisor on assigned tasks. Independently provides faculty support, as needed. May perform budget/cash reconciliation at workgroup level. Independently follows up on book orders, projects. Makes travel arrangements, manages calendars, schedules meetings. Typical Duties include: Keyboards/data entry. Creates draft memos and other correspondence. Makes travel arrangements, manages calendars, schedules meetings. Prepares university forms for different offices (i.e. Payroll, purchase requisitions, travel and expense reports, etc.) following established policies. May perform budget/cash reconciliation at workgroup level. Procedures, processes, and standards Follows established work guidelines, policies and procedures, with limited discretion. Strategy Supports overall mission of workgroup and subunit. Relationships, Service & Community Internal May interact with peers in other departments. Routinely disseminates information. Regularly communicates with faculty, administrators. External Regularly communicates with student, patients, alumni, parents, vendors, etc. Exchanges information and/or materials and may work with other departments under general supervision. Refers external questions to appropriate parties. Functional Team Members Takes direction from team members, and may give direction to student workers. Handles confidential information within workgroup/team. Problem Solving & Innovation Scope of Issues Handles routine issues within functional area. Reports problems to supervisors or appropriate parties. Issues impact beyond immediate functional area. Problem Resolution/ Resources Available May resolve some problems under minimal supervision and within established policies and procedures. Relies on peers, supervisor and established policies and procedures for resources. Creativity and Innovation Some creativity within scope of technical functions. Decision Making Impact Context of Decisions Has authority to make limited decisions on specific work, based on prior instruction. Financial May be responsible to track and monitor expenditures, and reconciliation to budget area. People May participate in the hiring of student workers. Leadership and Training Professional Development May teach work processes and procedures. and Training Technical Leadership Not applicable. Team Morale/ Role Model Contributes to team morale by supporting organizational values and mission. Leads by example. Page 2 of 3 Revised 7/1/16 Temple University Role Inventory Form Key Departmental Functions (capsule statement and basic task list from dept and prior version descriptions) Profiling Related Dimensions A. Supervision: Does not supervise other employees; may provide direction to student workers. B. Operating Budget range, if Applicable: C. Typical Education & Experience: 1 to 3 years of directly related experience. An equivalent combination of education and experience may be considered. D. Typical Equipment Used: E. Environmental Conditions: No adverse conditions Ability to speak clearly. Ability to distinguish colors. Ability to see clearly with corrective lens. Ability to use hands to fingers, handle, or feel. F. Expected Physical Requirements: Ability to reach with hands and arms. Ability to work a computer for an extended period of time. Ability to manipulate and assemble files. Ability to operate standard office equipment. Ability to work nights/weekends/early mornings. Ability to work overtime. G. Other Pertinent Dimensions: Note: This description incorporates the most typical duties performed. It is recognized that other related duties not specifically mentioned may also be performed. The inclusion of these duties would not alter the overall evaluation of this position. University Compensation (JobClass Title Family Level) Page 3 of 3 Revised 7/1/16